As Director of Trust and Tax, Sue Marsh brings over 30 years of experience—including eight years as a KPMG tax partner—to her work helping privately held business owners transition their companies to the next generation. With deep expertise in tax strategy and succession planning, Sue partners closely with the Planning Team to develop solutions that support both business growth and family harmony, ensuring long-term success across generations.
Sue lives in the Chicago area with her husband. Together, they enjoy playing golf and spending quality time with their children and grandchildren.