Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum 2025, in Newport, RI.
Year: 2025
Please click to read this short piece exploring Overcoming Emotional Barriers to Wealth, published in Talking Trends online magazine on July 10, 2025.
There is also a short video clip.
Speaker on Mastering Money & Mindset: The Psychology of Wealth & Abundance at Thrive: The Women’s Summit on Wealth and Wellness, on June 4, 2025 at the Sphere Club at Monogram, in New York City.
Click to read this short thought piece covering You Would Cringe if You Knew, as published in Inspiration and Insights online magazine on June 4, 2025.
You can also watch this brief video clip.
My most prized possession isn’t a piece of jewelry, artwork or a rare coin. The object that I value most is an old, well-worn piece of cookware that my mother used each year to prepare our holiday dinners.
Please click to read this short thought piece exploring A Family Heirloom as Legacy, as published in Impact! online magazine on May 8, 2025.
There is also a short video clip.
Keynote speaker at Fostering Connection, Unity, and a Legacy of Generational Wealth — an invitation-only event designed for affluent individuals, business owners, and families who seek to preserve and grow their wealth across generations, hosted by HORAN Wealth, in Cincinnati, OH.
Keynote Speaker at the Greater Cincinnati Foundation luncheon, on What Top Advisors Know About Legacy, Loyalty & Philanthropy, in Cincinnati, OH.
Please read this short piece discussing Explaining Wealth Stewardship to Young Children, as published in Point of View online magazine on April 3, 2025, also a short video clip.
Read this short piece on Your Kids Know More About Your Wealth Than You Think, as published in Talking Trends online magazine on March 4, 2025, also a brief video clip.
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 5 separate categories at The 12th Annual Family Wealth Report Awards.
We are honored to have been included in the list of finalists in these categories:
• Family Wealth Counselling
• Concierge/ Specialist Service Firm
• Leading Individual (Service Product Provider) – Susan R. Schoenfeld
• Outstanding Contribution to Wealth Management Thought Leadership (Individual) – Susan R. Schoenfeld
• Women in Wealth Family Office (Individual) – Susan R. Schoenfeld
Winners will be announced at a black-tie gala presentation dinner on May 8, 2025. The Family Wealth Report Awards recognize expert services for private family wealth firms. The awards reward achievement and showcase best-in-class providers.
