Susan is CEO and founder of Wealth Legacy Advisors LLC, which provides objective advice to families of wealth through personal attention and human spirit. Services include Stewardship, Succession, Philanthropy, Next Generation Coaching and Education, and Fiduciary. She is an Attorney and CPA, with deep experience as an advisor to families and family offices on matters of generational wealth transfer, estate planning and education on the “personal issues of wealth”. 

Previously, she was the Family Ambassador at the W Family Office, serving as the liaison between the single family office and its multi-national family members, and helping to engage and educate the next generation about their family wealth enterprise. Before that, she was Principal of Bessemer Trust for more than 14 years, where she helped high net worth individuals and families develop and implement generational wealth transfer planning strategies. She also created, developed and facilitated Bessemer's Women and Wealth Workshops, designed to explore personal aspects of wealth, which in turn inspired a series of Next Generation of Wealth workshops. In addition, she ran Bessemer’s donor advised fund, and also headed Bessemer’s Northeast Region Trust Administration group. 

Susan is a former Board Member of the New York Philanthropic Advisors Network (NYPAN), and is a member of the American Bar Association, New York State Bar Association, and the Association of the Bar of the City of New York.

She regularly speaks on family office and estate planning matters, including recent presentations for ivyFON, ALI-ABA, National Association of Estate Planners & Councils (NAEPC), Practising Law Institute (PLI), and the New York University Summer Institute in Taxation.  She has chaired the Foundation for Accounting Education’s Family Office Conference, Estate Planning Conference, and Annual Tax Conference numerous times.

Susan will be writing a 2014 quarterly column in Family Office Review, and was also featured in the February 2013 issue of Family Office Review. Her article on Generation Skipping Transfer Tax was published in ALI-ABA Estate Planning Course Materials Journal (December 2010). She was extensively quoted in the Financial Times, March 25, 2008, Parents Must Put Children In The Know, By Ian Driscoll. She has authored numerous tax and estate planning articles published in professional journals, and wrote the Estate Planning column for Small Business Taxation magazine.

 She is Chair of the Family Office Committee and past Chair of both the Estate Planning Committee and the Tax Division Oversight Committee of the New York State Society of Certified Public Accountants, and previously served as the Society’s Vice-President and on its Strategic Planning Task Force, Committee on Committee Operations and Awards Committee. Susan chaired the Estate Planning Committee of the Westchester Chapter of the NYS Society of CPAs; subsequently, she served as Chapter Officer and Executive Board member, and is past-President of that Chapter. She was awarded the Westchester Chapter President’s Appreciation Award, and has four times received the Westchester Chapter’s Appreciation Award.

 In addition to her CPA, Susan was awarded an LL.M. (in Taxation) from NYU School of Law, a J.D. from Pace University School of Law, and BBA (summa cum laude) and MBA (with distinction) degrees in Accounting from Pace University.

Susan is volunteer Treasurer for the Broadway Training Center of Westchester, a not-for-profit performing arts school located in Hastings-on-Hudson, NY.