Strategic Philanthropy for Individuals and Families

Date: Wednesday, December 8, 2021
Time: 5:00pm - 7:00pm
Location: Weber's Inn - 3050 Jackson Avenue Ann Arbor, MI - Zoom Option
Speaker: Sara Montgomery, Plante Moran Wealth Management

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Sara leads the firm’s family education and philanthropic advisory practices and have spent the past 15 years advising ultra-high-net worth families in the areas of philanthropy, family dynamics, and wealth transfer. Her experience in trust, private banking, wealth management, and philanthropy provide a strong foundation to serve family offices and ultra-high net worth families. Her thought leadership has been featured in the Wall Street Journal, the New York Times, and Kiplinger.
She currently serves on the boards of the Colorado Golf Association, National Jewish Health Development Board, and the Advisory Board for Alliance for Choice in Education (ACE). I’m a member of the Family Office Exchange, the Purposeful Planning Institute, Rocky Mountain Estate Planning Council, Women’s Estate Planning Council, and the Colorado Planned Giving Roundtable.
She received her B.A. in international studies and my international M.B.A. in finance from the University of Denver where she graduated summa cum laude. She played Division I golf during her tenure at DU, served as team captain, and was recognized an Academic All American by the NCAA.
She's a Colorado native and currently reside in east Denver. Outside of work, she spends time with my husband, Dan, chasing around the couple's two biggest accomplishments, their daughter, Meredith, and their son, Luke.

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