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With a certified Family Enterprise Advisor (FEA) designation, Susan Kopas, M.B.A., is dedicated to helping clients navigate and harmonize the dynamics of wealth, family, and business. They collaborate closely with clients to understand their unique guiding principles, laying the groundwork for seamless wealth transfer across generations.
Works with our clients to understand their unique guiding principles that set the framework for wealth transfer to the next generation and beyond.
Susan specializes in guiding families through the intersection of ownership, family dynamics, and business continuity. Her expertise encompasses essential aspects.
Discusses the importance of:
Experience the depth of our comprehensive "family office" framework beyond conventional financial services. We integrate and coordinate with internal and external professionals and your existing team of advisors, forming a personalized "board of directors." This collective effort ensures alignment and dedication to your overarching wealth management objectives.
