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.