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Amy E. Szostak

Amy has over 20 years’ experience with helping multigenerational families successfully navigate sustainable wealth transfer.  She works with her clients to design governance structures that allow for open communication, reach consensus values, develop joint decision making skills and incorporate financial education to create a shared vision for their future.  This framework empowers her clients to successfully manage their wealth today and cultivate the stewardship skills needed to flourish long into the future. Prior to her current role, Amy served as the Chief Fiduciary Officer for the Global Family and Private Investment Office Group where she oversaw a fiduciary client base in the US, Cayman Islands and Bailiwick of Guernsey.  She is a member of the Illinois Bar and an active member of STEP (Society of Estate and Trust Practitioners), a Certified Trust and Financial Advisor (CTFA), a Certified Investment Management Analysis (CIMA), and obtained her STEP Certification in International Trust Management (2017).

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