Morgan Luddeke serves as Director, Business Transition Advisor. She is responsible for working with high-net-worth business owners through transitioning their business. With a focus on the business owner and their family, Morgan provides comprehensive family legacy planning through estate and trust planning, tax optimization, family governance, philanthropy, and generational wealth management. Morgan previously served as Vice President, Senior Wealth Planner at Fifth Third Bank. She provided comprehensive wealth planning solutions for individuals, families, business owners, and corporate executives who experience a higher level of complexity due to success, wealth accumulation, or inheritance. Prior to joining Fifth Third Private Bank, Morgan was in private practice as an attorney in Atlanta, Georgia assisting high net worth individuals with their estate planning needs, including advice on the use of wills, trusts and family partnerships, planning for retirement, and estate tax and administration issues. In addition, she advised clients on the many facets of business ownership and transition, such as structural matters, mergers, acquisitions, dispositions, family governance issues, and other tax planning.