Susan R. Sakhai is a Senior Trust Advisor on the Wealth Advisory Team in our Sarasota, Florida office and is the Senior Fiduciary Officer for Northwest Florida region of Northern Trust. Susan serves as a point of contact and service provider for existing and newly developed client relationships, with a focus on estate planning and wealth transfer strategies. Susan also works closely with her clients to develop and administer customized financial planning including deposit, credit, investments, wealth transfer and business succession planning.
Susan received her Bachelor of Arts Degree in Political Science, cum laude, from Vanderbilt University and a Juris Doctor Degree from Emory University School of Law. While practicing law in California, she was a California Certified Specialist in Estate Planning, Trust and Probate Law.
Susan has over 18 years of experience in the area of trusts and estates. Prior to joining Northern Trust, Susan was a practicing attorney with Henderson, Caverly, Pum & Charney, in San Diego, California. She worked with high net worth clients to implement sophisticated estate plans, provide advice regarding wealth transfer strategies and administer complex trust administrations.
Susan she lives with her husband in Sarasota, Florida with their two sons. Susan enjoys sporting events, boating and golfing.
3 THINGS PEOPLE ASK ME
•What happens if I should be incapacitated?
•Why should I consider a Corporate Trustee?
•How should I balance the level of wealth I pass between family and charity?