Managing Director, Wealth Strategist
Sisi is a Managing Director, Wealth Strategist for Cresset. She brings almost 15 years of experience counseling and advising families in the ultra-high net worth space. Sisi obtained her JD and LL.M in tax law from the University of Miami School of Law. She is a member of the Florida and California Bars, and has spent her entire legal career practicing at law firms with a national footprint, most recently at Proskauer and at Katten, both based in Los Angeles, CA, and Quarles & Brady, based in Naples, FL. In order to provide a more integrated advice to clients, she later joined Convergent Wealth Advisors, an affiliate of City National Bank, where she was the Director of Trust & Estate Planning, servicing the firm’s ultra-high net worth clients in its Los Angeles, New York and D.C. offices.
Prior to joining Cresset, Sisi was a Senior VP and Managing Director of Wealth Strategy at Ascent Private Capital Management of U.S. Bank, based in San Francisco. At Ascent, she worked primarily with generational families by providing long term solutions for sustaining wealth across many generations through consulting on wealth transfer tax and risk management strategies in combination with facilitating family meetings focused on development of effective family communication, wealth education, business succession and formal family governance.
Sisi is published in Estate Planning Magazine (2009) and the Journal of Wealth Management (2013); and has participated as a featured speaker and expert panelist on family business governance and managing the impact and sustainability of wealth. She is passionate about yoga, pilates, traveling and experiencing various cultures, food, theater, music and wine with her husband Joe.