Susan was interviewed by matrimonial attorney Michael Fried on his weekly webshow, “Five Minutes with Fried.”
Watch the fun and short interview HERE, especially the last question.
Susan
Presented a webinar “Defining Your Family Legacy: What You Should Know” to clients and friends of Our Family Office, based in Toronto, Canada. 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!
Read this short piece with my tips on Leadership Succession Planning, including lessons learned from the British Royal Family, as published on November 3, 2022 in Talking Trends online magazine. There is a brief video clip embedded in the piece as well.
Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum West 2022, in Napa, CA.
Read this short piece with my views on wealth creators and their desire to control, as published in Inspiration and Insights online magazine on October 6, 2022, also a short video clip.
Read this short piece with some practical ideas for teaching the next generation the responsibility that accompanies the privilege of wealth, as published on September 7, 2022 in Impact online magazine. There is a brief video clip embedded in the piece as well.
I spoke on “Family Governance and The Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Forum in beautiful Newport, RI on July 18-20. Read this short piece with my views on Family Wealth Education published in Point of View online magazine on August 4, 2022, in which is embedded a short video clip.
Led the “Philanthropy and its Role in the Family Office” panel at the Opal Family Office Forum in beautiful Newport, RI on July 18-20, 2022.
Speaker on “Family Governance and The Family Office: Planning for the Next Generation” at the Opal Family Office Forum in beautiful Newport, RI on July 18-20, 2022.
The WHO of family governance, family decision making, and family meetings is a critical piece because you want to make sure that you have multi-directional communication at family meetings. Read this short piece published on July 6, 2022 in Inspiration and Insights online magazine. There’s a short video clip embedded in the piece as well.