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.
Susan
Keynote Speaker for the Collier Community Foundation in Naples, FL at their Fundholder Event on Feb 5, 2026, and their Professional Advisor Council luncheon on Feb 6, 2026.
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.
Please read this short piece on Family Dynamics in Estate Planning, as published in Point of View online magazine on December 2, 2025, also a short video clip.
Please click to read this short piece exploring Bridging Generational Divides, published in Talking Trends online magazine on November 4, 2025.
There is also a short video clip.
Virtual Speaker for the Central New York Community Foundation at their Annual Professional Advisor Continuing Education Seminar on Thursday, October 30, 2025, on Family Wealth: A Hard Look at the “Soft” Issues.
Many groups now enjoy virtual access to speakers, without the outlay to reimburse travel expenses. If you are planning a virtual event, let’s hop on a call and explore whether I might be a good speaker for your event!
Speaker on “Trusts, Estate Planning & Asset Protection: Safeguarding Wealth for Generations” at the Opal Family Office & Private Wealth Management Forum West 2025, in Napa, CA.
Keynote Speaker at the Cincinnati Estate Planning Council, on A Hard Look at the Soft Issues of Family Wealth, in Cincinnati, OH.
Click to read this short thought piece titled Including In-Laws in Family Governance, as published in Inspiration and Insights online magazine on Oct 6, 2025.
You can also watch this brief video clip.
