Susanna Poon joined CTC | myCFO in 2015. She is responsible for delivering comprehensive family office solutions to individuals and families of substantial wealth and specializes in philanthropy, trust and estate planning. She also counsels clients on sophisticated tax saving and wealth preservation strategies. Ms. Poon works with clients to help them develop their charitable goals, set up and maintain private family foundations and donor advised funds, and negotiate charitable gift agreements. Prior to joining CTC | myCFO, Ms. Poon was a practicing attorney for nine years specializing in estate and philanthropic planning. She earned a BA in political science and a BS in communication studies from Boston University, where she graduated magna cum laude. She earned her JD from the UCLA School of Law. Ms. Poon is a supporter of Full Circle Fund, a network of members who give their time, talent and connections to help Bay Area nonprofits.
