Philanthropy

Susan offers comprehensive philanthropy advisory services tailored specifically for ultra high-net-worth-families, grounded in the belief that philanthropy is a unifying, values-based activity. Her approach centers on helping families use charitable giving to build deeper connections, foster shared purpose, and develop a collective vision for impact. Whether a family is just beginning its philanthropic journey or has a legacy of giving, Susan guides them through every stage to ensure their efforts reflect their values and strengthen family ties.

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For families new to philanthropy, Susan helps identify areas of interest, select and design effective philanthropic vehicles, and develop plans to engage children and married-in family members meaningfully. Her guidance ensures that giving becomes a collaborative, inclusive activity that encourages the next generation to participate and develop a sense of ownership.

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As families’ philanthropic efforts mature, Susan assists them in creating focused impact strategies and establishing governance structures that clarify roles and expectations. She supports families in navigating the complexities of collaborative decision-making, ensuring their contributions are both strategic and impactful.

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For families with generations of philanthropic experience, Susan helps redefine missions and trains rising generation family members to join foundation boards, ensuring the continuity and evolution of the family’s charitable legacy. Her work empowers young family members to develop wealth skills such as financial literacy, investment knowledge, legal structuring, governance, and collaborative problem-solving, all within the context of service to others.

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Susan’s experience spans working with nuclear families with elementary-aged children to multi-generational families with established philanthropic traditions. She believes that engaging in philanthropy is not only good for families and young children, due to its focus on service and values, but also provides a practical training ground for essential wealth management skills that benefit the entire family.