Most recently, she was a Vice President and Client Relations expert at Caprock, a multi-family office, SEC-registered investment advisory firm focused on developing and advising on customized wealth strategies for individuals and families. Previously, Alison worked for Tom Barrack the Founder/Chairman/CEO of Colony Capital, Inc, where she provided day to day oversight and management of the various aspects of his public and private businesses, in addition to being a Lead for his Family Office team. Prior to Colony Capital, Alison was at Leonard Green & Partners, a leading Private Equity firm based in Los Angeles who primarily focuses on companies providing services, including consumer, business, and healthcare services, as well as retail, distribution, and industrials; and formerly as the Chief of Staff for Marty Geller of Geller & Company a firm that provides custom strategic financial advisory and wealth management solutions for businesses, individuals, families and not-for-profit organizations, located in New York City.
Alison graduated from Vassar College with a B.A. in Philosophy and Chemistry and obtained her Series 65 license, known as the Uniform Investment Adviser Law Examination, in 2019.
Sisi brings over 15 years of experience counseling and advising families in the ultra-high net worth space.
She believes providing fully integrated advice addressing a family’s financial and human capitals together is the key to successfully sustaining wealth across generations. She advises clients extensively on estate planning and wealth transfer strategies and facilitates family meetings designed to achieve family wealth education, effective communication, next generation stewardship, business and wealth succession, and formal family governance.
Prior to co-founding Succession Advisors, Sisi held executive and senior management positions at both Cresset Asset Management and at Ascent Private Capital Management of U.S. Bank, as subject matter expert for Wealth Strategy and Family Office Services; and as Director of Trust & Estate Planning at Convergent Wealth Advisors, an affiliate of City National Bank. She practiced as an estate tax attorney at national firms, Proskauer and at Katten, where she was based in Los Angeles CA.
Education, Qualifications & Training:
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