National Head of Sales
Marsh Private Client Services
"Susan is an incredibly engaging speaker, her depth and years of experience in dealing with the Family Office on a range of topics from succession planning to conflict resolution on full display throughout. Our clients truly appreciated Susan, ranking her a “top 3” of all the speakers from the full day event. Thank you Susan, we would love to have you back."
(Ivey Business School, 2017)
Director, Ivey Business Families Centre
Pierre L. Morrissette Institute for Entrepreneurship
Education Partner - Business School
“I had the enormous pleasure of co-facilitating a case discussion with Susan for my Family Business course at the Ivey Business School. Susan was effortlessly able to blend her significant technical competency with the authenticity and passion that is only revealed by those who have truly lived the experiences we study. My students and I were enriched by the opportunity to work with her.”
“Very relevant and timely was the speech delivered by Susan, her passion for what she does clearly coming to the forefront. She has a very diverse legal and financial background, which makes her quite a unique specialist in Family Office matters. Would highly recommend Susan to others.”
President, Strategic Wealth Management inc. now,
Our Family Office
"I've had the pleasure of strategically exploring the Multi-Family Office industry with Susan and the privilege of being a guest in her Schulich School of Business program, Managing the Family Enterprise. Susan is an excellent resource as a critical thinker and displays wisdom beyond her years and is a compelling educator! I would look for future opportunities to work with her".
Dr. Julie Morton
Conscious Legacy Coaching
Education & Facilitator Partner - Business School + Conferences, Collaborative Partner - Business Family Advising
"I have worked with Susan Fulford in a number of different capacities (Schulich School of Business, shared clients and conference presentations). She has deep knowledge in her field, she is capable, incisive, and she has the ability to immediately identify, understand and focus in on key issues. Susan overlays her very impressive IQ with an oustanding EQ. Clients respond and relate to Susan. The trusting, transparent relationship they experience enables clients to openly and easily converse with her - even about painful family issues. I would highly recommend working with Susan Fulford."
Business Owner, CDA
"I have had the recent privilege of working with Ms.Fulford as an advisor to me while I sought the purchase of a family business. She has a deft grasp of the issues sellers of family businesses confront and managed these issues proactively on both sides of the transaction...... Susan’s thorough understanding of the underlying dynamics surrounding this transaction positioned me to present an appropriately competitive offer, and to include additional information and commitments to address certain concerns we understood the selling family to have. To be sure, I will engage Susan on any future transaction I may pursue. In fact, it would be beneficial to have her on my Board of Directors".
Family Business Owner,
"My son and I have had the pleasure of experiencing facilitated learning sessions offered by Dynamic Legacy [Susan Fulford]. We have found the information and the way it is delivered to be engaging, thought provoking and "on point" to what business families need. We would highly recommend the experience and look forward to working with Dynamic Legacy again!"
GPK Advisory Services Inc.
Collaborative Partner - Business Family Advising
"Susan and I worked together advising a family business. I had the opportunity to observe Susan's oustanding facilitation skills and ability to cut through commentary to get to the key issues. Susan writes succintly, in a practical fashion, while expressing empathy for the family dynamics. The family expressed their appreciation of Susan's work to me."