What Clients Are Saying
Susan nails it every time! She first spoke at Opalâ€™s Annual Family Office & Private Wealth Management Forum back in 2014, and weâ€™ve invited her back to speak every year since. Our audiences love her insight and actionable takeaways, and our in-house event planners love her flexibility and responsiveness.
Doug Borths, SVP, Head of Production, Opal Group
â€œThank you Susan for your fantastic talk at our Marcum Wealth Dimensions meeting. Your insights are spot-on, and the audience just loved it. Everyone was completely engaged.â€œ
- Rorrie Gregorio CPA, Partner and Family Office Practice Leader, Marcum LLP
Susan spoke at our 2016 annual conference, and we invited her back to speak at our regional summer conference. An accomplished speaker, Susan addresses the topics foremost in the minds of family enterprise owners and stakeholders, as well as the attorneys and others who serve them. Her organization and responsiveness from planning through follow-up make her a pleasure to work with.
Andrew N. Karlen, Esq., President, Attorneys for Family-Held Enterprises
Susan is amazing! She was the coolest person at the conference.
Peter B. Zwack
Brigadier General U.S. Army (retired), Senior Russia-Eurasia Fellow, National Defense University
Thank you so much for speaking for our group this morning. It was a fantastic event and I received excellent reviews from audience members so wanted to thank you again.
Eva Minsteris, CPA, Senior Managing Director, JSB Partners