About Us

susan-jamison-wealth-mattersThe mission of Wealth Matters, LLC is to provide fee only consulting services to ultra high net worth family offices and firms that serve them.

Susan Jamison, as the founder, brings unique experience to the family office landscape. Susan launched Wealth Matters, LLC after serving as the key executive to a multi family office in Charlotte, NC for over 20 years. Prior to entering the family office world, Susan was a senior manager at KPMG Charlotte in the assurance practice.

Skills and Experience

  • Expertise in income, gift and estate tax planning
  • Private foundation establishment and management
  • Charitable planning with various entity types, CRT, CLT, donor advised fund and private foundations
  • Served as coexecutor on complex estates that was audited by IRS
  • Currently serve as cotrustee on complex family trusts
  • Organizer and Chair of the Charlotte Family Office Forum
  • Member of FORGE

Community Engagement