Sandi Moffet

Sandi is a partner, a member of the Executive Team, co-head of strategic advisory, and serves as a strategic advisor for clients. Sandi leads the team of strategic advisors across the firm's Private Client, Endowment & Foundation platform. In her role with clients, she provides advice to individuals, families and institutions on matters such as tax and estate planning, wealth preservation and charitable planning. Throughout her career, she has focused on multigenerational families and the integration of the next generation into the wealth transfer process. Prior to joining the firm, Sandi was head of trust advisory services with Legg Mason Investment Counsel and a vice president and trust officer with Mercantile Safe Deposit and Trust Co.