Financial Relationship Counseling

Engaging with families, family advisors, and financial providers to enhance communications and relationships around money.

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Susannah has over 30 years experience in leadership selection for trust management and fiduciary guidance. She is available to consult with Family Advisors and Family Trustees to assess and create solution-focused strategies to improve family relationships. Susannah earned Certificates through the Family Firm Institute to consult/advise families in wealth and to consult/advise families in business.

Pricing upon Request

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“Values are those ideals that you cherish most in life, like family, spiritual growth, or independence.”

“Values are those ideals that you cherish most in life, like family, spiritual growth, or independence.”

Barbara Stanny Huson