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Sara Montgomery

Sara Montgomery

Associate, Plante Moran

Sara Montgomery works with Plante Moran advisers to provide family education and family philanthropy resources, guidance and expertise. These elements — often overshadowed by tax, investment advice, and estate planning — are critical for sustaining family and business enterprises as well as generational wealth. Sara started her career at a boutique private bank and trust company where she was exposed to almost every facet of a high-net-worth individual’s balance sheet. Her specialty is focusing on the human capital needs of clients and their families. She received her B.A. in international studies and her international M.B.A. in finance from the University of Denver.

Website: www.plantemoran.com | Email: Sara.montgomery@plantemoran.com | Phone: 303.448.7079 | LinkedIn: www.linkedin.com/in/sarasilva-montgomery/

Wealthy Families Need More Than a Financial Succession Plan: They Need a Process
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Wealthy Families Need More Than a Financial Succession Plan: They Need a Process

A true succession plan is about much more than an estate plan. It’s about fostering open communications and getting your family on the same page about…
July 15, 2020