Business Succession, Family Dynamics and Family Governance
Susan has over 25 years’ experience working with elite clientele in the areas of tax and estate planning, business succession, risk management, philanthropy, family dynamics and family governance. She has made presentations across the country - from Atlanta to Alaska - on the topics Business Succession, Family Dynamics and Family Governance, and General Tax and Estate Planning. Before joining Morgan Stanley as Advanced Planning Director for the Southwest Region, Susan served in Big Eight Accounting, Merrill Lynch Family Office Group, The Family Office Exchange, Wells Fargo Business Advisory Services, and private legal practice. Susan taught Federal Estate and Gift Tax at the University of Georgia School of Law; Federal Income Tax, and Principles of Accounting at the University of Georgia Terry College of Business; and, all four parts of the Becker CPA Review Course. She was also a faculty member for the NYU Summer Institute on Taxation. Her articles have been featured in leading publications such as Trusts and Estates Magazine, The Journal of Practical Estate Planning, The Journal of Private Wealth Management and the NAEPC Journal of Tax and Estate Planning
