What Others Say

“Knowledge speaks, but wisdom listens.”

– Jimi Hendrix

"I have represented Susanna as trustee in situations requiring the management of complex assets, skill in dealing with contentious family situations and sensitivity to numerous and divergent beneficiary interests. In each case, she has brought competence, professionalism, compassion and a unique ability to analyze difficult and complex situations effectively – and to develop appropriate strategies and solutions. I do not hesitate to recommend Susanna regardless of the estate size or mix of assets, and regardless of what family or beneficiary dynamics might present themselves."

- James Siegel, Of Counsel, Seltzer Caplan McMahon Vitek

"Susanna is very well suited to the challenging work that a complex trust requires. When I worked with her on my uncle's trust, she helped us to discern the critical from the incidental, and to set the direction for the financial, legal and ethical questions that arose. We found her wide-ranging expertise in business, law and finance to be unusual in the world of trust administration, and her upbeat personality, keen insights and familiarity with San Diego and San Diegans were huge assets. So was her work ethic, which we observed in working together on the trust for some time."

- Elizabeth W., San Diego