Suzy Conley
Director
+1 (972) 748 0372
Suzy Conley is a director with Baker Tilly’s private wealth practice family office team.
Suzy has more than 25 years of experience working closely with ultra-high-net-worth families, family offices, foundations and endowments to design and implement thoughtful wealth management and investment solutions. Suzy acts as an advocate for clients and manages all aspects of the client relationship to ensure collaborative, cohesive advice for each generation of the client family.
- Provides holistic and integrated family wealth advisory services for multigenerational families
- Develops and leads multidisciplinary teams who manage the complex needs of the families and family wealth enterprises we serve
- Collaborates with internal partners and external professional advisors in identifying client needs and goals and developing advice-driven solutions for clients
- Provides cutting-edge strategic services around family engagement and legacy – mission and values, governance, education and coaching, family culture and dynamics, and philanthropy
- Performs family meeting facilitation to encourage family member connection and personal involvement and investment
- Assists families through formulating strategic, forward-looking, long-term succession planning
- Family Office Exchange (FOX)
- Certificate in Applied Compassion, Stanford University CCARE
- Functional Medicine Certified Health Coach, Functional Medicine Coaching Academy Inc.
Location
Education
Master of Business Administration
Stanford University Graduate School of Business
Bachelor of Arts in political science and economics (cum laude)
Colgate University (Hamilton, NY)