Recent Publications


Gold Medal Winner!

I am thrilled and honored to be the GOLD WINNER of the Entrepreneurial Woman of the Year at the 2024 Citywealth Powerwomen Awards USA! The award ceremony was on March 14, 2024. Thanks to Citywealth for championing women in the wealth sector, and congratulations to all the talented and amazing professionals who were recognized.

 

The Right Age to Start Teaching Next Gen About Wealth

Please read this short piece discussing the right age to start teaching the next gen about wealth, as published in Inspiration and Insights online magazine on February 7, 2024, also a brief video clip.

Wealth Legacy Advisors Named Finalist in 4 Categories at 11th Annual Family Wealth Report Awards 2024

Wealth Legacy Advisors LLC, nationally recognized thought-partner to UHNW families and their trusted advisors, today announced that it has been designated a finalist in 4 separate categories at The 11th Annual Family Wealth Report Awards.

We are honored to have been included in the list of finalists in these categories:

-FAMILY WEALTH COUNSELLING
-LEADING INDIVIDUAL
-OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)
-WOMEN IN WEALTH FAMILY OFFICE (INDIVIDUAL)

Winners will be announced at a gala on May 2, 2024. The Family Wealth Report Awards recognize expert services for private family wealth firms. The awards reward achievement and showcase best-in-class providers.  Read the Press Release HERE.

Helping The Next Gen Find Their Own Identity

Click to read this short piece discussing Helping The Next Gen Find Their Own Identity, as published in Impact! online magazine on January 10, 2024, also a brief video clip.

What is Wrong with this Picture?

Please read this short piece discussing the wrong picture in wealth management meetings, as published in Point of View online magazine on December 5, 2023, also a brief video clip.

Why is a Family Foundation Like a Holiday Puppy?

Read this short piece on “Why is a Family Foundation Like a Holiday Puppy?“, as published in Talking Trends online magazine on November 6, 2023, also a short video clip.

Technology in Family Offices

Click to read this short thought piece on how the use of Technology in Family Offices was a game-changer during the pandemic lockdown, and highlighting some cyber risks for families, as published in Inspiration and Insights online magazine on October 3, 2023. You can also watch this brief video clip.

A New Podcast Interview!

I had a fun and thoughtful conversation with Kurt Thoennessen on his Private Client Risk & Resilience Podcast.
Listen to it HERE.

Powerwomen Awards Shortlist

I am surprised and delighted to have been shortlisted for the Entrepreneurial Woman of the Year category of the Citywealth Powerwomen Awards (USA) 2024, which champions women in the wealth sector. Thank you so much to whomever nominated me, and congratulations to all the amazing professionals who were nominated this year! Please vote for me here:
https://www.citywealthmag.com/powerwomen-awards-usa-voting/ 
Voting closes December 1, 2023, and winners will be announced on March 13, 2024.

Interview in 2023 Acclaim magazine

I was interviewed in the 2023 Acclaim magazine, which recognizes leaders across the global wealth management industry.
Read it HERE.

Celebrating 10 Years!

On July 1, 2023, we celebrated a major milestone – 10 years since Wealth Legacy Advisors was founded!

I couldn’t be more proud of, and more grateful for, the trust and confidence that my clients have placed in me these 10 years, and I look forward to continuing to serve you for many more years to come.

What keeps you up at night? Ten years ago I had a big idea – that what keeps families of wealth up at night is not their investments, taxes or estate plans, but rather raising their families in an atmosphere of wealth to become competent and confident stewards of their wealth.

Read more HERE, as published on June 2, 2023 in Inspiration and Insights online magazine.

 

How to Retain Clients During The Great Wealth Transfer

I am honored to be featured in the Family Wealth Report in a new article that I co-authored with Carol R. Kaufman: How to Retain Clients During The Great Wealth Transfer, published on May 17, 2023. You can read it HERE, or read a short piece about it published in Talking Trends online magazine on July 10, 2023 HERE.

Winner: Outstanding Thought Leadership!

I couldn’t be more delighted to announce that on May 4, 2023, I won the Family Wealth Report Award for Outstanding Contribution to Wealth Management Thought Leadership (Individual)!

The judges praised my “many pieces of written thought leadership, and participation on panel discussions and in interviews.  In a prestigious category with so many talented and worthy finalists, what an honor to be singled out.

Read the press release HERE.

The 3 Rules of Family Governance

To learn my views on the 3 Rules of Family Governance, read this short piece published in Impact! online magazine on May 2, 2023. There’s also a super-short video clip.

The Decision Tree Before Creating a Family Office

Read this short piece on the Decision Tree Before Creating a Family Office, as published in Point of View online magazine on April 3, 2023, also a short video clip.

What’s the Elephant in Your Room?

Read this short piece on the importance of shedding light on the elephant in the room that everyone’s thinking about, but nobody’s talking about, as published in Talking Trends online magazine on March 2, 2023, also a short video clip.

This is an important call to action for advisors. If I had not discovered the elephant, everyone’s time would have been wasted on “solutions” that didn’t address the underlying problem.

Wealth Legacy Advisors Named Finalist in 3 Categories at 10th Annual Family Wealth Report Awards 2023

NEW YORK, February 16, 2023 – Wealth Legacy Advisors LLC (“WLA”), nationally recognized thought-partner to UHNW families and their trusted advisors, today announced that it has been designated a finalist in 3 separate categories at The Tenth Annual Family Wealth Report Awards. See the press release HERE.

WLA is honored to have been included in the list of finalists in these categories::

  • Women in Wealth Family Office
  • Concierge/ Specialist Service Firm
  • Outstanding Thought Leadership

Celebrating its tenth anniversary, the Family Wealth Report Awards recognize expert services for private family wealth firms. The awards reward achievement and are designed to showcase best-in-class providers.

WLA, also celebrating its 10th anniversary this year, has twice recently been named as a winner at the Family Wealth Report Awards. In 2020, Susan Schoenfeld was awarded the prestigious “Women In Wealth Management” Award for being “one of the few women on the national speaking circuit who is guiding financial services firms and their clients to connect with the human side of the client relationship.” In 2018, Susan won for “Outstanding Thought Leadership.” The firm was also named as Finalist in multiple categories at the 2019 and 2022 awards programs.

“I am proud of my contributions in the private client space throughout 2022. If my story can help even one person rise above their challenges, I will be so happy to have paid it forward. My consistent body of work spans poignant personal reflections to finding family business succession lessons in current events that captured the attention of the world. It’s an honor to have my efforts recognized,” comments Susan Schoenfeld, CEO and Founder, Wealth Legacy Advisors.

“This year we had a record number of registrations and submissions for this program: more than 500 submissions in nearly 70 categories,” said Publisher of Family Wealth Report and ClearView Financial Media CEO Stephen Harris. “The firms and individuals in the 10th Family Wealth Report program are worthy competitors and the ones that have reached the Finalist stage are truly outstanding. These awards are judged by an expert panel of more than 40 judges and finalists are selected on the basis of entrants’ submissions and their response to a number of specific questions, focusing on both qualitative and quantitative performance metrics. These awards recognize the very best operators in the private client industry. The judging process is rigorous and independent and all conflicts of interest are avoided, ensuring that these awards truly reflect excellence in family wealth management.” This year’s panel consists of more than forty judges, including family office professionals, private bankers, trusted advisors, consultants and other service providers, and is conducted in a way that minimizes conflicts of interest.

Winners will be announced at a black-tie gala awards dinner on May 4, 2023.

Preparing for Unexpected Disaster

Click to read this short piece discussing operational and philosophical aspects to preparing for unexpected disaster, as published in Inspiration and Insights on February 2, 2023, also a brief video clip.

Craft Your Family Story

Read this short piece with some thoughts on the importance of thoughtfully crafting your family story, as published on January 10, 2023 in Impact! online magazine. There is a brief video clip in the piece as well.

Creating a Family Constitution

Read this short piece with some thoughts on topics to consider when creating a Family Constitution, as published on December 8, 2022 in Point of View online magazine. There is a brief video clip in the piece as well.

Interview!

Susan was interviewed by matrimonial attorney Michael Fried on his weekly webshow, “Five Minutes with Fried.”
Watch the fun and short interview HERE, especially the last question.

Leadership Succession Lessons Learned from the British Royal Family

Read this short piece with my tips on Leadership Succession Planning, including lessons learned from the British Royal Family, as published on November 3, 2022 in Talking Trends online magazine. There is a brief video clip embedded in the piece as well.

Control, Control, Control!

Read this short piece with my views on wealth creators and their desire to control, as published in Inspiration and Insights online magazine on October 6, 2022, also a short video clip.

Teaching the Responsibility that Accompanies the Privilege of Wealth

Read this short piece with some practical ideas for teaching the next generation the responsibility that accompanies the privilege of wealth, as published on September 7, 2022 in Impact online magazine. There is a brief video clip embedded in the piece as well.

Family Wealth Education

I spoke on “Family Governance and The Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Forum in beautiful Newport, RI on July 18-20. Read this short piece with my views on Family Wealth Education published in Point of View online magazine on August 4, 2022, in which is embedded a short video clip.

Who Has a Voice & Vote at Family Meetings?

The WHO of family governance, family decision making, and family meetings is a critical piece because you want to make sure that you have multi-directional communication at family meetings. Read this short piece published on July 6, 2022 in Inspiration and Insights online magazine. There’s a short video clip embedded in the piece as well.