As a family wealth transition advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and opportunities that come with wealth. In her practice, Cindy draws on over 30 years of legal, fiduciary, trust and governance experience in professional services firms, financial institutions and family offices. She uses her skills to provide an objective perspective and facilitate understanding of how complex family, business and ownership structures can impact family dynamics and family wealth continuity. Cindy currently serves as Chair of the STEP Worldwide Business Families Global Steering Committee. In 2018 Cindy was awarded STEP Private Client Awards – People’s Choice Trusted Advisor of the Year.
