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Partner Susan Hartley-Moss weighs in on the importance of finalizing estate plans before inauguration day.
Susan is a Partner in the New York City office with more than thirty years of experience serving as a senior director in trust, wealth management and family office advisory firms, and as a personal fiduciary advisor to individuals and families. She helps large families and family offices evaluate and establish Private Trust Companies (PTCs) and develops family office governance and operating structures, including fiduciary policies and procedures. Susan is the Chair of the firm’s Trust Committee.
Prior to joining Cerity Partners, Susan was the Director of Fiduciary and Senior Wealth Advisor at EMM Wealth. Prior to joining EMM Wealth, Susan served as the National Director of Fiduciary for the Family Office group of BNY Mellon where she provided fiduciary, wealth and estate planning services to the firm’s largest and most complex clients. Additionally, she has held key fiduciary roles at Deutsche Bank, U.S. Trust, and SunTrust Bank.
Susan holds a Bachelor of Arts degree in Finance and Accounting from Barry University in Miami, Florida, and completed a three-year degree at the ABA National Graduate Trust School at Northwestern University in Evanston, Illinois. She holds the Certified Trust Financial Advisor designation.
Susan serves on the teaching faculty of the NY Trust School for the New York Bankers Association and is also a member of the teaching faculty for the ABA National and Graduate Trust Schools at Emory University and NYC Family Enterprise Center. Susan is a member of the New York Estate Planning Council, the Family Firm Institute [FFI], and Attorneys for Family Held Enterprises [AFHE]. She has also served as President of the Board of Trustees for the May Mitchell Royal Foundation, where she directed foundation operation and succession.
Susan is a frequent author and lecturer on complex trust and estate matters and has been published in publications including Trusts & Estates magazine.
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