Moderated the panel on “The Building Blocks to Planning & Administration of Trusts for the Next Generation” at the annual Estate Planners Day for the Estate Planning Council of NYC on May 22, 2014 at the Roosevelt Hotel in NYC: Estate Planners Day 2014
Strassler
Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs: NYSSCPA invitation 5.2014
Speaker on “The Challenges of the Trustee / Beneficiary Relationship” at the Opal Family Office Winter Forum, on March 12, 2014 at the Marriott Marquis in Times Square, NYC.
Susan was quoted in this article on Trusteeship Challenges in Family Office Review, 2.19.2014.
Susan wrote an article on the importance of Defining Your Family Legacy, published in Family Office Review 2.18.2014
Moderator of the “Trustee Obligations and Pitfalls” panel, as well as Conference co-chair and chair of sponsoring Family Office Committee of NYS Society of CPAs FamilyOfficeConf2.2014
Read the Family Office Review article about it here: navigating-the-perilous-waters-of-trusteeship
Presented an educational session on the “Generation Skipping Transfer Tax” at O’Connor Davies LLP accounting firm.
Speaker on “Upholding the Family Heritage: Fundamentals for Sustaining a Meaningful Legacy Across Generations” at the Private Wealth Management Summit (Red Rock Resort & Spa, Las Vegas, NV).
Read the press release and Susan’s interview here: http://www.privatewealthsummit.com/SusanRSchoenfeld
Member of Conference Steering Committee for the first ever DC Finance East Coast Family Office & Wealth Management Conference at the The Union League Club, NYC.
Speaker at the Family Office Trends Forum — ivyFON / IvyPlus Family Office Network — at the conference center at Herrick Feinstein in midtown, NYC.