Speaker on “The Next Generation of Family Leadership — Navigating Succession, Governance & Legacy” at the Opal Family Office & Private Wealth Management Forum West 2026, in Napa, CA.
Susan
I had a delightful conversation with Beth Liebman on her podcast, Beyond the Bottom Line, recorded on March 17 (hence the reference to St. Patrick’s Day) and published on March 31, 2026. We talked about some topics that you might find interesting, including:
- The “human side” of wealth that often gets overlooked
- Why family dynamics, not finances, are often the biggest challenge
- The reality of building a business rooted in purpose and depth, not scale, and
- How I define success beyond the bottom line.
You can watch it HERE.
Susan wrote “Family office succession planning”, a chapter in the book: Essential Reads on Family Offices, published in December 2023 by Globe Law and Business Ltd.
Essential Reads on Family Offices is your essential resource featuring insights from the world’s foremost experts on the most pressing topics facing family offices and their advisers today, containing a collection of authoritative materials dedicated to providing family offices and their advisers with the most informative and thought-provoking contributions on key themes.
Author of “Fiduciary responsibility: the trustee role and its risks”, a chapter in the book: Trusts in Prime Jurisdictions, Fifth Edition which was published in December 2019 by Globe Law and Business Ltd., Volume II pp 635-650.
The new edition, produced in association with STEP (The Society of Trust and Estate Practitioners), provides a solid grounding in the use of trusts in a wide range of important jurisdictions. Featuring chapters by leading professionals and recognised academics, the fifth edition of ‘Trusts in Prime Jurisdictions’ is an important handbook for all lawyers, trust practitioners and banking professionals working in the field.
Speaker on “Structuring the Family Office for Fairness: Estate Planning, Succession, and Governance Strategies” at Opal Group’s Family Office & Private Wealth Legacy Summit 2026, on August 25-26th at the Parrish Art Museum in Southampton. Comprised of single and multi-family offices from the tri-state area, as well as the Hamptons, with focused networking opportunities and fireside chats with family office leaders.
Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum 2026, in Newport, RI.
Speaker on Wealth with Intention: Building Financial Security, Freedom & Optionality at Thrive: The Women’s Leadership Summit on Wealth and Wellness, on June 4, 2026 at the Ascent Lounge, at Columbus Circle, in New York City. This will be a practical, forward-looking conversation on how women are protecting, growing, and deploying capital in an uncertain economic environment, while aligning money with personal values, life goals, and long-term independence.
Speaker on “Reinventing the Family Office: Agility, Governance, and Generational Change” at the Opal Family Office Winter Forum in my hometown of NYC, on March 10, 2026.
Please click to read this short thought piece discussing Prenups: 3 Rules of Thumb, published in Talking Trends online magazine on March 3, 2026; also check out this brief video clip.
I was a guest on The Mack Podcast — A Family Office Podcast — hosted by Brian Adams for a panel discussion on Family Constitutions and Governance – Building Alignment Across Generations on February 12, 2026.
You can watch it HERE.
