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Susan Hartley-Moss

Partner

Estate Planning

Building Trusts That Stand the Test of Time

June 9, 2022 - Today’s economic climate is a “wake up” call for anyone involved with the management and operation of a trust. Now is the time to re-evaluate…

Susan Hartley-Moss, Partner

Susan Hartley-Moss

Partner

Institutions

Compensation Considerations for Foundation Insiders

June 9, 2022 - Many foundations have family members serve on their board, however sometimes foundations have trouble deciding whether or how much to pay those family members. Careful…

Susan Hartley-Moss, Partner

Susan Hartley-Moss

Partner

Estate Planning

Why Your Estate Plan Needs a Letter of Intent

December 20, 2021 - Economic growth is beginning to recover from the disappointing third quarter as production keeps up with demand generated by the financially healthy American consumer. Learn…

Susan Hartley-Moss, Partner

Susan Hartley-Moss

Partner

Estate Planning

Trustees: Policies and Procedures to Mitigate Risk (Part 4 of 4)

September 18, 2020 - In the final part of her four-part series, Partner Susan Hartley-Moss discusses the importance of establishing formal policies and procedures.

Susan Hartley-Moss, Partner

Susan Hartley-Moss

Partner

Estate Planning

Trustees: Investment Philosophy and Investment Policy Statements (Part 3)

August 10, 2020 - Part 3 of our 4-part series focuses on why every trust should have a strategic approach to investment management.

Susan Hartley-Moss, Partner

Susan Hartley-Moss

Partner

Estate Planning

Trustees: Risk Mitigation Through Regular Reviews and Delineated Investment Approach (Part 2)

July 29, 2020 - A fundamental obligation of trustees is to ensure regular and frequent communication with trust beneficiaries. In Part 2, Susan Hartley-Moss covers specific areas or topics.

Susan Hartley-Moss, Partner

Susan Hartley-Moss

Partner

Estate Planning

Trustees: Risk Mitigation and Best Practices (Part 1)

July 8, 2020 - Whether you are acting as an individual trustee or a trustee under a private trust company, understanding the risks and responsibilities is critical to serving…

Susan Hartley-Moss, Partner

Susan Hartley-Moss

Partner

Estate Planning

Avoid the Trustee Trap

June 23, 2020 - Our dedicated Family Office team has assisted many families with their trustee and fiduciary needs. Susan Hartley-Moss shares two client experiences to help others avoid…

Susan Hartley-Moss, Partner

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Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

Call us to Schedule: (212) 202-1810

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Dustin Ribergaard

Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q4 2026 Market & Economic Outlook

October 16, 2026 - Join our Investment Office as they review key market trends we witnessed in the third quarter and our outlook for the remainder of 2026 and…

Ben Pace and Joseph Matus

Economic and Market Outlooks

Third Quarter 2026 Review and Fourth Quarter 2026 Economic and Market Outlook

October 7, 2026 - Looking into Q4 and beyond, AI-related capital investment and fiscal support should help sustain global growth, while stubborn inflation, tighter monetary policy, and elevated rates…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

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