Christa Dowling, International Cultural Communication Advisor, interviewed Susan. To learn more about what makes Susan tick, read an extract of their conversation here, published October 6, 2021. Also read a synopsis in Point of View online magazine published October 12, 2021 here.
Strassler
Speaker on “Can Trusts Still Benefit My Family?” at the Opal Family Office & Private Wealth Forum, in Newport, RI.
Discussion topics included: Why create a Trust? Where should I set up my Family’s Trust? Who should be trustee of our Trust?
Speaker on the “Root Causes of Fiduciary Litigation” at the AFHE (Attorneys for Family Held Enterprises) 2016 Annual Conference in Washington DC.
Moderator of a stellar panel of family office advisors on “Family Rules: Put them in a Constitution?” for the Family Office Committee of the NYS Society of CPAs.
Speaker on “It’s 2016! Can Trusts Still Benefit My Family?” at the Opal Family Office Winter Forum, on March 8, 2016 at the Marriott Marquis in Times Square, NYC.
Speaker and session leader on Fiduciary Risk at “FRA Family Office Risk Summit” on December 7-8, 2015 at the Princeton Club in NYC.
Speaker on “The Transformation of the Life Insurance Industry for 2015 and Beyond: Getting to the WHY before you get to the WHAT” at the Long Island Tax Professionals Symposium, at the Crest Hollow Country Club in Woodbury, Long Island.
Speaker at this Institute for Private Investors (IPI) Workshop on Family Office Matters — Family Members as Clients at the IPI West Coast Fall Forum at the Wharton School West Campus in San Francisco, CA.
Speaker on “Taking a Fresh Look at Trusts: What families should be asking their Advisors about” at the Opal Family Office & Private Wealth Management Forum West, in Napa CA.
Roundtable Discussion Facilitator on Working with the Multi-Generational Family: Challenges and Opportunities at the Family Office Roundtable hosted by the Jewish Communal Fund in NYC.