Recent Books and Articles
Current Events Present Challenges to Family Governance – Dec 2020
Read Susan’s views on how the events of 2020 along with the political climate can impact families in Current Events Present Challenges to Family Governance as published in Point of View online magazine on December 4, 2020.
Directly Address the New Tensions at the Holiday Dinner Table
As we all know, our nation is so divided now. Be it at Thanksgiving dinner or any other gathering, the possibility of angry differing points of view is now more likely than ever. With the ongoing pandemic, social distancing, and other safety protocols, families are being forced to rethink family meetings. In light of these obstacles, the need for families to communicate about their goals, values, hopes, and dreams is more crucial than ever. Read Susan’s latest interview, Directly Address the New Tensions at the Holiday Dinner Table, published in Insights for Leaders on November 19, 2020.
“Bridging the Generational Divide: Advising the Multigenerational UHNW Family”
Susan was prominently quoted in the JCF’s study on the multigenerational UHNW family, “Bridging the Generational Divide: Advising the Multigenerational UHNW Family,” on multigenerational, ultra-high net worth families who face challenges passing down their wealth to the next generation. JCF surveyed financial advisors, attorneys, and service providers on proven strategies for bridging generational divides and creating sustainability in the client-advisor relationship. Susan advises families that, “Communication needs to be not just multigenerational; it should be multi-directional.”
Facilitated Family Meetings
Read Susan’s thoughts on Facilitated Family Meetings, as published in Impact Magazine on October 7, 2020.
JUNE 30, 2020: PODCAST – LIVING A RICHER LIFE BY DESIGN
Susan was interviewed by LionsGate Advisors on their podcast, Living a Richer Life by Design. We talked about the so-called “soft” issues of wealth that are the hardest for families to navigate. In this podcast, I shared some tips and techniques to help families of wealth address the biggest challenges of raising the next generation of wealth.
“On Wealth – A Hard Look at the ‘Soft’ Issues”
Susan’s article, “On Wealth – A Hard Look at the ‘Soft’ Issues,” was published in the June 2020 issue of The International Family Offices Journal. The article illustrates why it is critical for family offices and financial services firms to connect with the human side of the client relationship.
A “THOUGHT PARTNER’S” PASSION FOR GUIDING FAMILIES AROUND WEALTH
Susan was interviewed in Acclaim Magazine in April 2020: FWRAwardsMagazine2020
May 6, 2020: Podcast – Hosting a Family Meeting
Susan was interviewed by Emily Grace on the “Stages” Podcast.
Life throws challenges at you at every stage. Now, more than ever, it is important for families to connect and talk about governance and legacy, and the things that matter most. Susan shared some tips and techniques to help families with the who, what, where, when, and why of Family Meetings, and especially remote Family Meetings in today’s era of social distancing.
Susan Schoenfeld receives prestigious WOMEN IN WEALTH MANAGEMENT AWARD
We are honored and humbled that Susan has been awarded the prestigious “WOMEN IN WEALTH MANAGEMENT AWARD” by Family Wealth Report Awards 2020. In these challenging times, it is indeed quite a bright light and honor to be recognized by my peers for being, in the judges’ words: “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.”
Accepting the award was a real honor since I know from personal experience that it is given only after a thorough judging process conducted independently of Family Wealth Report commercial influence by family office and wealth management industry peers. We were included with a most impressive group of finalists, and we were extremely proud and honored to receive the award.
WEALTH LEGACY ADVISORS AND CEO SUSAN R. SCHOENFELD SHORTLISTED FOR FAMILY WEALTH REPORT AWARDS 2020
Wealth Legacy Advisors LLC, thought partner to families of wealth and their trusted advisors, and its CEO Susan R. Schoenfeld, have been selected as a finalist for the prestigious Family Wealth Report Awards 2020. The award winners will be announced at a gala on March 18, 2020.
Wealth Legacy Advisors was named as finalist for the following four awards:
* FAMILY WEALTH COUNSELLING AWARD – Awarded to an advisor or firm providing providing counselling services to families of significant wealth and their owned enterprises; helping them navigate the complex issues around generational transition, governance and leadership succession.
* LEADING INDIVIDUAL AWARD – SUSAN R. SCHOENFELD – something special should mark out this individual working in the private client world.
* WOMEN IN WEALTH MANAGEMENT AWARD – SUSAN R. SCHOENFELD – an inspiration to female clients and colleagues.
* OUTSTANDING THOUGHT LEADERSHIP – SUSAN R. SCHOENFELD – made an outstanding contribution to thought leadership in wealth management.
Showcasing ‘best of breed’ providers, the Family Wealth Report Awards recognize those have demonstrated innovation and excellence during the past year.
October 30, 2019: Podcast – A Hard Look at the Soft (Human) Issues
Susan was interviewed by Jane Beddall on the Crafting Solutions to Conflict Podcast.
Catch her interview here: Hard Look Soft Issues
WEALTH LEGACY ADVISORS AND CEO SUSAN R. SCHOENFELD SHORTLISTED FOR FAMILY WEALTH REPORT AWARDS 2019
Family Wealth Report, November 26, 2018 –Wealth Legacy Advisors LLC, thought partner to families of wealth and their trusted advisors, and its CEO Susan R. Schoenfeld, have been selected as a finalist for the prestigious Family Wealth Report Awards 2019. The award winners will be announced at a gala on March 20, 2019.
Wealth Legacy Advisors was named as finalist for the following three awards:
- FAMILY WEALTH COUNSELLING AWARD – Awarded to an advisor or firm providing providing counselling services to families of significant wealth and their owned enterprises; helping them navigate the complex issues around generational transition, governance and leadership succession.
- LEADING INDIVIDUAL AWARD – SUSAN R. SCHOENFELD – something special should mark out this individual working in the private client world.
- WOMEN IN WEALTH MANAGEMENT AWARD – SUSAN R. SCHOENFELD – an inspiration to female clients and colleagues.
Showcasing ‘best of breed’ providers, the Family Wealth Report Awards recognize those have demonstrated innovation and excellence during the past year.
SUSAN R SCHOENFELD, CEO OF WEALTH LEGACY ADVISORS, CROWNED BEST THOUGHT LEADERSHIP – INDIVIDUAL AT THE FAMILY WEALTH REPORT AWARDS 2018
3/9/2018: Susan R Schoenfeld, CEO of Wealth Legacy Advisors LLC, one of North America’s foremost thought-partners to families of wealth and their trusted advisors, was last night crowned ‘Best Thought Leadership Individual’ at the prestigious Family Wealth Report Awards 2018. The judges awarded Schoenfeld for having “set high standards of thought leadership, not only by the calibre of her written material, but also through the standard of events and educational work done for the industry.”
Wealth Legacy Advisors and CEO Susan R. Schoenfeld Shortlisted for Family Wealth Report Awards 2018
Family Wealth Report, December 4, 2017 –Wealth Legacy Advisors, thought partner to families of wealth and their trusted advisors, and its CEO Susan R. Schoenfeld, have been shortlisted for the Family Wealth Report Awards 2018.
Wealth Legacy Advisors is shortlisted in the following categories:
- FAMILY WEALTH COUNSELLING – Awarded to an advisor or firm providing providing counselling services to families of significant wealth and their owned enterprises; helping them navigate the complex issues around generational transition, governance and leadership succession.
- LEADING INDIVIDUAL – SUSAN R. SCHOENFELD – something special should mark out this individual working in the private client world.
- WOMEN IN WEALTH – SUSAN R. SCHOENFELD – an inspiration to both female clients and colleagues.
- THOUGHT LEADERSHIP – SUSAN R. SCHOENFELD – made an outstanding contribution to thought leadership in wealth management.
Showcasing ‘best of breed’ providers, the Family Wealth Report Awards were designed to recognize those who the prestigious panel of judges deemed to have demonstrated innovation and excellence during 2017.
“Tips For Giving While Living” – philanthropy as you approach retirement
Susan’s article on “Tips For Giving While Living” was published in Trusts & Estates online e-newsletter October 3, 2017, coinciding with that magazine’s annual charitable giving issue. This piece, co-authored with Lauren Katzowitz Shenfield of Philanthropy Advisors, LLC, focuses on philanthropy as you approach retirement. Access the article through this link, or click here to see a copy.
The ‘soft issues’ are really the hard issues
We are delighted that Susan was featured in Mitzi Perdue’s (Mrs. Frank Perdue’s) blog. Susan was in conversation with Mitzi about how the ‘soft issues’ are really the hard issues for families. This blog piece is an extract of our conversation.
“Succession Planning In and For the Family Office” — expanded International article
Susan’s article, “Family Office Succession Planning” was published in the March 2017 issue of The International Family Offices Journal. The article expands upon the discussion of the three important steps of this critical transition which had previously been published in Trusts & Estates magazine, August 2016, www.trustsandestates.com.
Pathways of Ownership Distribution
Susan was mentioned by The Family Business Leader in this piece about how families pass on ownership of their business.
Wealth Legacy Advisors and CEO Susan R. Schoenfeld Shortlisted for Family Wealth Report Awards 2017
Family Wealth Report, November 28, 2016 –Wealth Legacy Advisors, thought partner to families of wealth and their trusted advisors, and its CEO Susan R. Schoenfeld, have been shortlisted for the Family Wealth Report Awards 2017.
Wealth Legacy Advisors is shortlisted in the following categories:
- FAMILY WEALTH CONSULTANT – Awarded to an advisor or firm providing consulting services to families of significant wealth or their owned enterprises; helping them navigate the complex issues around generational transition and leadership succession.
- LEADING INDIVIDUAL – SUSAN R. SCHOENFELD – something special should mark out this individual working in the private client world.
Showcasing ‘best of breed’ providers, the Family Wealth Report Awards were designed to recognize those who the prestigious panel of judges deemed to have demonstrated innovation and excellence during 2016.
Family Office Succession Planning: Helping founders who are ready to retire
Susan’s article, “Family Office Succession Planning: Helping founders who are ready to retire” was published in the August 2016 Trusts & Estates Magazine’s HNW Families and Family Offices Report, and reprinted in the September 2016 Trusts & Estates Magazine as Easing Family Office Leadership Transitions. The article discusses three important steps of this critical transition. Access the original article through this link, or the reprint through this one, or click here to read a pdf copy of the article.
Top 5 Traits of Effective Family Philanthropy
Susan partnered with Rebecca Meyer of Pitcairn on this May, 2016 Trusts & Estates online newsletter piece: Top 5 Traits of Effective Family Philanthropy.
Charity Should Begin at Home
Susan’s article, “Charity Should Begin At Home: Help clients develop a satisfying approach to philanthropy” was published in the October 2015 charitable giving issue of the prestigious Trusts & Estates magazine. The article discusses how parents can model philanthropic behavior for their children, and how advisors can use their personal philanthropic activities to guide clients while building their professional networks.
What to consider before taking on the trustee role
Susan’s article, “Should You Be Trusted? What to consider before taking on the trustee role” was published in the June 2015 edition of the prestigious Trusts & Estates magazine, and discusses my Top 10 things to consider before you accept the trustee spot. It was the lead article on the magazine website for the entire month of June 2015!
Family Wealth Conversations: The Role of Prenuptials
Susan co-authored and was quoted in “Family Wealth Conversations: The Role of Prenuptials“. We were proud to partner with Pitcairn, one of the world’s leading family offices, for their newsletter published March 2015. This article explains the basics of this highly sensitive document and helps families think about pre-marital financial planning in an informed, straightforward, and respectful manner.
Navigating the Perilous Waters of Trusteeship
Susan was quoted in this article on Trusteeship Challenges in Family Office Review, 2.19.2014.
Defining Your Family Legacy: It’s a Family Affair
Susan wrote an article on the importance of Defining Your Family Legacy, published in Family Office Review 2.18.2014
Sustaining a Family’s Legacy across Generations
Susan was interviewed on the importance of Communication in preserving the family’s legacy in December 2013: Sustaining a Family’s Legacy across Generations
Family Office Review — Personal Interview
Family Office Review, “Centerfold” personal interview feature. Susan was Ms. February 2013: the-for-centerfold-ms-february-2013
Comprehensive Roadmap of Your Critical Documents
In the event of your disability, or even death, your loved ones will be dealing with intense emotional grief. At the same time, they must locate and gather your financial and legal information. We suggest that you consider creating a comprehensive roadmap of all your key documents now to provide guidance to your loved ones.
ALI-ABA Estate Planning Course Materials Journal – GST Tax
Susan wrote a technical piece for attorneys on Generation-Skipping Transfer Tax Mistakes: Avoiding Them Before They Happen and Fixing Them After They Happen, published in the ALI-ABA Estate Planning Course Materials Journal, December 2010.