Susan Wells Jenevein

Susan Wells Jenevein works with ultra-high net worth families to help them thrive by developing the skills and practices to produce financial well-being. She partners with clients to identify and steward their financial, social, philanthropic and spiritual capitals in service of their goals and legacy.

For more than a decade, Susan has worked with influential and iconic families to prepare their children and young adults for shared decision-making and ownership. Susan coaches parents and grandparents on how to cultivate children and grandchildren who embrace financial wellness by establishing a comprehensive vision for their family’s legacy. She designs and delivers custom financial wellness curricula to teach about the family business and the financial and communication skills needed to succeed as adult family members.

Susan is a skilled facilitator of essential conversations to guide families through succession, philanthropic, and business planning conversations. She believes that when individuals are supported in a healthy challenge process, families thrive and individuals prosper.

Her background as an attorney and experience working with wealthy individuals as Managing Director of Family Engagement and Philanthropy at Tolleson Wealth Management allow her to provide financial education and estate planning strategies to meet clients’ goals. She partners daily with financial advisors to integrate the human elements and financial best practices to enhance Tolleson’s wealth advisory services.

Susan is a graduate of The University of Texas at Austin McCombs School of Business and Plan II as well as The University of Texas School of Law. She supports her community through board service with the Dallas Symphony Association Board of Governors and Family Compass. She also serves as Board Secretary for the T.D. Jakes Foundation. Susan is a member of P150 global philanthropy advisors.