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
Partner
Experience
I lead the firm’s family education and philanthropic advisory practices and have spent the past 20 years advising ultra-high-net worth families in the areas of succession, governance, philanthropy, and family dynamics. My experience in trust, private banking, wealth management, and philanthropy provide a strong foundation to serve family-owned businesses, 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 as President of the Colorado Golf Association and Chairwoman of the Advisory Board for Alliance for Choice in Education (ACE). I also serve as a member of National Jewish Health’s development board, a director of the Boettcher Scholars Fund, and am a member of the investment committee for the Archdiocese of Denver. In addition, I am a member of the Family Office Exchange, the Purposeful Planning Institute, Denver 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, and our two biggest accomplishments, our daughter, Meredith, and our son, Luke.
