Susan N. Dupuis

Principal


Biography

Susan Dupuis is a Tax Principal in the firm’s Personal Wealth Advisors Group. Susan has over 20 years of experience providing comprehensive tax consulting and compliance services to high net worth individuals, trusts and estates, private foundations and closely held businesses.

Prior to joining the firm, Susan served as a Tax Partner for a national accounting firm, where she assisted high net worth clients, trustees and closely held business owners with their income, fiduciary and estate and gift tax planning and compliance needs. Susan also has in-depth experience working with clients to design tax-efficient strategies for their equity-based compensation including stock options.

In her work with family office clients, Susan provided comprehensive guidance on varied and unique issues facing families with substantial wealth including philanthropic endeavors, alternative investments and succession planning.

Prior to serving as a Partner at the national firm, Susan established her own boutique practice in Boston, and served high net worth individuals and trustees.

Contact Susan