“Robin successfully executes complex financial strategies — guided by a deep understanding of a family’s values and priorities — to ensure growth and preservation of wealth for generations. She leverages a vast network of top-tier advisors and industry partners to achieve the family’s financial and philanthropic goals.”

–SINGLE FAMILY OFFICE, PRINCIPAL

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“Robin served as a professional mentor to prepare me for assuming the role of President, in succession to a family leader. Robin knows more about the intricacies of working with families than anyone else l’ve met. I’ve learned a wide range of best practices from her, from policies and procedures to creative ways to engage the family. She has introduced me to people and professional organizations that have furthered my career in ways I never imagined.”

–SINGLE FAMILY OFFICE, PRESIDENT

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“As a partner in our work to operationalize our Private Family Trust Company, Robin always communicated clear goals with actionable steps, focused on the professional development of the team, and took a holistic approach when solving problems (i.e, knew that effective work wouldn’t take place in silos). She developed and initiated operational efficiencies, fiduciary best practices and deployed her many years of experience leading other private family trust companies.”

–PRIVATE FAMILY TRUST COMPANY, EXECUTIVE

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“The finance transformation progress we made at our family office was due to Robin’s determined style of leadership and ability to influence positive change. She has the innate ability to identify blind spots and to correctly prioritize issues needing to be addressed and implement the appropriate strategic solutions. She is extremely resourceful and hasn’t encountered a problem she couldn’t resolve to our satisfaction, in a collaborative and productive manner.”

–SINGLE FAMILY OFFICE, CHIEF FINANCIAL OFFICER

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