As Managing Director of Dynamic Legacy Inc, Ms. Fulford provides independent and objective advisory services for Family Offices [Single, Multi and/or Global] & Business Families. She has deep experience in
the legal, global business & wealth management industries.
the legal, global business & wealth management industries.
Susan focuses on family continuity utilizing global best practices. Creator of the professionalized curriculum earning a Certificate in Family Enterprise Continuity and the 2017 FamilyShift program, she founded the collaborative Institute of Family Enterprise Stewards. www.ifes.ca
Susan has an LL.B. from Osgoode Hall, Executive MBA from Ivey Business School and is a Family Enterprise Advisor and member of the Institute of Family Enterprise Advisors (IFEA). She is a Trust and Estate Professional as recognized by STEP and recently she completed the Harvard University
Negotiation Intensive Certificate to elevate outcomes for private client families. She has had the privilege of being a guest Mentor to Family Enterprises and guest Speaker at the Smith Family Business Institute
at Cornell University, USA.
Negotiation Intensive Certificate to elevate outcomes for private client families. She has had the privilege of being a guest Mentor to Family Enterprises and guest Speaker at the Smith Family Business Institute
at Cornell University, USA.
She is a frequent speaker at conferences and has appeared on BNN, contributed articles to Investment Advisor, Investment Executive, and presented to TIGER 21, YPO, CEO Global Network, CFA Institute Annual Conference, and moderated panels at a number of events on family office matters.