Recent Books and Articles

Click to read this short thought piece on 3 Keys to Raising Families in an Atmosphere of Wealth, as published in Talking Trends online magazine on November 5, 2024.

You can also watch this brief video clip.

Read this short piece discussing the importance of Best Governance Practices for Family Offices, as published in Inspiration and Insights online magazine on October 10, 2024, also a brief video clip.

Please click to read this short piece on “What does good family governance look like?“, as published in Impact! online magazine on September 9, 2024, also a short video clip.

Please read this short piece discussing Reasons to Establish a Family Office, as published in Point of View online magazine on August 7, 2024, also a brief video clip.

Click to read this short thought piece on Building Trust at a Family Meeting, as published in Talking Trends online magazine on July 8, 2024.
You can also watch this brief video clip.

Read this short piece discussing the importance of Communicating Your Family Legacy, as published in Inspiration and Insights online magazine on June 5, 2024, also a brief video clip.

I am thrilled and surprised to have won at the Family Wealth Report Awards 2024 for Family Wealth Counseling! The awards ceremony was on May 2, 2024. The judges commented that Wealth Legacy Advisors “offers a range of services to families of significant wealth including advising on raising family members, developing leadership succession plans and legacies of family businesses. Susan R Schoenfeld is a true thought-leader in the UHNW community.” What an honor just to be included with the other exceptional finalists in this category. Congratulations to all the talented and amazing professionals and firms who were recognized.

Read this short piece on “The “Why” of a Family Office“, as published in Impact! online magazine on May 2, 2024, also a short video clip.

Please read this short piece discussing What is a Family Office?, as published in Point of View online magazine on April 3, 2024, also a brief video clip.

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.

Click to read this short thought piece on the Biggest Mistake in Setting Up Family Offices, as published in Talking Trends online magazine on March 4, 2024.
You can also watch this brief video clip.

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 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.

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.

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.

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.

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.

Click to read this short piece discussing involving the next gen in family governance, as published in Impact! online magazine on September 5, 2023, also a brief video clip.

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.

Read this short piece on “What is Family Governance?“, as published in Point of View online magazine on August 2, 2023, also a short video clip.

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

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.

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.

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.

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.