Please read this short piece on Family Dynamics in Estate Planning, as published in Point of View online magazine on December 2, 2025, also a short video clip.
Year: 2025
Please click to read this short piece exploring Bridging Generational Divides, published in Talking Trends online magazine on November 4, 2025.
There is also a short video clip.
Virtual Speaker for the Central New York Community Foundation at their Annual Professional Advisor Continuing Education Seminar on Thursday, October 30, 2025, on Family Wealth: A Hard Look at the “Soft” Issues.
Many groups now enjoy virtual access to speakers, without the outlay to reimburse travel expenses. If you are planning a virtual event, let’s hop on a call and explore whether I might be a good speaker for your event!
Speaker on “Trusts, Estate Planning & Asset Protection: Safeguarding Wealth for Generations” at the Opal Family Office & Private Wealth Management Forum West 2025, in Napa, CA.
Keynote Speaker at the Cincinnati Estate Planning Council, on A Hard Look at the Soft Issues of Family Wealth, in Cincinnati, OH.
Click to read this short thought piece titled Including In-Laws in Family Governance, as published in Inspiration and Insights online magazine on Oct 6, 2025.
You can also watch this brief video clip.
Susan’s article, How to Enhance Privacy for Private Foundation Clients: Strategies for not disclosing sensitive information, was published in Trusts & Estates magazine’s e-newsletter on October 1, 2025.
Here’s the link: https://www.wealthmanagement.com/philanthropy/how-to-enhance-privacy-for-private-foundation-clients
Click to read this short thought piece discussing Defining Your Family Legacy: Much More Than Documents, published in Impact! online magazine on Sept 3, 2025, also check out this brief video clip.
Speaker on “Collaborative Wealth Building: Engaging the Next Generation” at Opal Group’s Family Office & Private Wealth Legacy Summit 2025, on August 26-27th at the Parrish Art Museum in Southampton. Comprised of single and multi-family offices from the tri-state area, as well as the Hamptons, with focused networking opportunities and fireside chats with family office leaders.
Please read this short piece on Conquering Financial Self-doubt, as published in Point of View online magazine on August 6, 2025, also a short video clip.
