Michelle Hong
Counsel
With more than 25 years of experience in the financial and legal services industry, including at a Fortune 500 bank and at global law firms, Michelle Hong is well-versed in providing informed, multifaceted counsel in all aspects of estate planning and wealth management. She advises on financial, legal, governance and philanthropic matters on behalf of institutions and high-net-worth individuals and families. Her disciplined approach to financial matters, coupled with her legal acuity, makes her a trusted adviser for establishing legacies and preserving and transferring wealth across generations.
Michelle counsels clients on trusts and estates, charitable giving and family office matters. She has advised individuals and families on federal, state and international tax and business issues. Michelle has also administered complex trusts and estates, including preparing estate tax returns and representing trustees in litigation.
Michelle has an extensive history serving as an independent corporate director, board member and/or trustee for a host of for-profit and nonprofit organizations across the Philadelphia region. Her experience informs her advice to private foundations and public charities on matters relating to formation, dissolution, governance, compliance and institutional advancement.
Notably, Michelle was a founding partner of the Philadelphia office of a global financial institution that provides asset servicing, investment management and wealth management services. She was previously senior vice president at one of the oldest and largest private banks in the United States. Michelle also was an associate in the private client practices of two Am Law 20 firms.
