Professional photo of Sara Montgomery

I’m Italian so family and food are both really important to me. One of my favorite things is to come together with family for an early Sunday dinner.
Sara Montgomery


I lead 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. My experience in trust, private banking, wealth management, and philanthropy provide a strong foundation to serve family offices and ultra-high net worth families. My thought leadership has been featured in the Wall Street Journal, the New York Times, and Kiplinger.

I currently serve on the Colorado Golf Association Executive Board, National Jewish Health Development Board, the Advisory Board for Alliance for Choice in Education (ACE), and Good Shepherd Catholic School Foundation. 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.

I received my B.A. in international studies and my international M.B.A. in finance from the University of Denver where I graduated summa cum laude. I played Division I golf during my tenure at DU, served as team captain, and was recognized an Academic All American by the NCAA.

I’m a Colorado native and currently reside in east Denver.  Outside of work, I spend time with my husband, Dan, chasing around our two biggest accomplishments, our daughter, Meredith, and our son, Luke.