Joan joined the firm in 2001 and has more than 25 years of experience working with large multi-national and multi-generational families. She specializes in cross border planning, business succession and family governance. She is frequently invited to speak to clients and professional groups such as the American Bar Association, the Hong Kong American Chamber of Commerce and numerous estate planning councils throughout the United States, Canada, the Middle East and Asia. She has recently been featured in various publications and broadcast media including The Wall Street Journal, Trusts & Estates magazine, the American Journal of Family Law and CNBC-Asia.
Joan received her MBA (Finance) from Rollins College, her Bachelor of Education from Queens University, and her Bachelor of Music from McGill University. She holds the designations of Certified Financial Planner, Certified Trust & Financial Advisor and the international trust and estate designation TEP.
Joan is past chair of the board of directors and current member of the investment committee for the Community Foundation of Broward. She was a founding contributor to The GCC Governance Code of the Family Business Council-Gulf. She is also on the Executive Committee of the Florida Bankers Association, and is a liaison between the Trust Division and the Florida Bar.
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