Susan

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Susan was interviewed by Brett Dearing of BXO Business Owners Exchange on his podcast “The Exit,” which focuses on privately-held and family-owned businesses. We discussed family meetings in the time of COVID, and the challenges business owners face with the tricky conversations around wealth transfer. Read a summary published in Insights for Leaders on February 3, 2021, with a link to listen to the podcast in full.

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It is no small understatement to say that 2020 has been a year for the record books, not to be easily forgotten.

At this time of Thanksgiving, I am reflecting back on all I am thankful for.

I am beyond thankful to the healthcare workers who put their very lives on the line every day to care for the many victims of this virus.

I am thankful that neither I nor my close loved ones have been touched by this deadly virus which has impacted so many lives already. We often say that if you have your health, you have everything. 2020 has brought that into stark reality.

I am thankful that I am able to work from home, as are the members of my immediate family. And I am thankful to all the essential workers who show up for work every day to make it possible for us to work from home.

I am thankful that technology has enabled virtual business meetings and personal informal gatherings to occur safely, without the need for travel or unnecessary risk.

I am thankful to all the families, family offices, family owned businesses, and all of their trusted advisors, as well as all of my business friends and the conference producers, meeting planners and podcast hosts that I have virtually met or worked with this year.

And finally, I am thankful to my family and my family by choice for absolutely everything. You give my life meaning and joy.

Wishing all of you a safe, happy and healthy Thanksgiving, and a peaceful and beautiful holiday season.

Susan

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As we all know, our nation is so divided now. Be it at Thanksgiving dinner or any other gathering, the possibility of angry differing points of view is now more likely than ever. With the ongoing pandemic, social distancing, and other safety protocols, families are being forced to rethink family meetings. In light of these obstacles, the need for families to communicate about their goals, values, hopes, and dreams is more crucial than ever. Read Susan’s latest interview, Directly Address the New Tensions at the Holiday Dinner Table, published in Insights for Leaders on November 19, 2020.

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Susan was prominently quoted in the JCF’s study on the multigenerational UHNW family, “Bridging the Generational Divide: Advising the Multigenerational UHNW Family,” on multigenerational, ultra-high net worth families who face challenges passing down their wealth to the next generation. JCF surveyed financial advisors, attorneys, and service providers on proven strategies for bridging generational divides and creating sustainability in the client-advisor relationship. Susan advises families that, “Communication needs to be not just multigenerational; it should be multi-directional.”

Contact us to request a copy.

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Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Virtual Family Office Fall Forum. Here are some short clips from that virtual presentation:

Current Events Present Challenges to Family Governance

Practical Suggestions for Preparing the Next Generation of Wealth

Family Governance – who has a voice and a vote

What and when to Communicate to the Next Generation about Wealth

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On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.

View this Part 1 video clip to learn Susan’s views on “Sharing Family News and Updates.”