Susan Fulford, LL.B. M.B.A. F.E.A. TEP
PCMA Online Conference 2020 | PANEL 2 | Panelist
Entrepreneurs & Business Leaders in a New Economy
Founder of Dynamic Legacy, Susan Fulford provides collaborative and independent advisory services for Single, Multi & Global Family Offices and Business Families. Susan has broad experience in the investment, legal and family business fields. For over 10 years, Susan worked in the investment advisory industry, most notably as VP & Senior Manager of Ultra High Net Worth Advisory Group of TD Bank. Initially, she spent five years working as a lawyer in private practice followed by ten years in the business world, including a two-year European engagement for Deloitte Touche Tohmatsu as Europe’s Business Development Manager for audit’s Global Financial Services Industries – while being resident in France.cSusan’s passion is helping business families create sustainable Legacies that preserve relationships, business and wealth. She now focuses on structuring customized business family solutions.