Susan Wolrab O.N.C.E. Business Strategies

Whether it’s for your personal wealth or business assets, protecting what you’ve built requires the right knowledge, resources, and careful strategic planning. Regardless of if you're growing your family legacy, preparing for retirement, transitioning or selling your business, the right structure matters.

For over three decades, Susan has served as a trusted advisor, helping clients safeguard and grow their personal, intellectual, and business assets. As a business strategist, she works closely with high-net-worth individuals to design advanced structures and leverage financial strategies that mitigate taxes, protect assets, grow and preserve wealth.

In business, Susan takes a consultative approach—listening closely, assessing each client’s existing structure and goals, and collaborating with legal and advanced tax experts to craft tailored strategies that ensure lasting legacy protection and financial security.