Sarah MacLeod

With 20 years of experience, Sarah assists clients in designing comprehensive estate plans that address each client’s unique circumstances and objectives.  Sarah’s clients include owners of privately held businesses, beneficiaries of long-term trusts, fiduciaries, and entrepreneurs.

A committed advocate for impactful philanthropy, Sarah works closely with clients on their charitable giving. From establishing and administering private foundations to creating charitable trusts, Sarah provides strategic guidance that helps clients realize their philanthropic goals. Sarah also assists clients with the creation and administration of tailored family office structures.

Chambers High Net Worth has recognized Sarah as “a leader in the field” with “the perfect combination of technical expertise and relationship-building skills.”