Susan

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Speaker on “Family Governance: Planning for the Next Generation” at Opal’s Virtual Family Office Planning & Structure Forum.

Through this virtual conference, speakers and attendees explored the methods of structuring a family office with consideration of modern day planning for the next generation.

If you missed it, here are links to 4 video clips from that presentation:
– About Susan
– Involving the Next Gen in Family Governance
– Charitable Foundations
– Three Keys to Raising Children in Atmosphere of Wealth

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Susan was interviewed by LionsGate Advisors on their podcast, Living a Richer Life by Design. We talked about the so-called “soft” issues of wealth that are the hardest for families to navigate. In this podcast, I shared some tips and techniques to help families of wealth address the biggest challenges of raising the next generation of wealth.

Please click to listen to the LionsGate podcast HERE.

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In today’s turbulent world of ruthless competition in the financial services industry, business can be won or lost on subtle differentiators. The stakes have never been higher. Yet too often, firms approach their prospect and client meetings as nothing more than performance and product reviews, and lead with their pitch books. They are squandering a critical chance to focus on what keeps client families up at night, and risk losing that business to firms who treat clients as families and not just as assets under management.

As a self-described “recovering” Trusts & Estates Attorney and CPA, and former principal at a white-shoe trust company catering to ultra-high net-worth families, then family ambassador to a $600 million single family office, and now consultant to UHNW families and family offices, Susan is an award-winning thought leader who has the “secret sauce” to help you learn to connect with the soft side, the human side, of the client relationship so that you can create a competitive advantage, and win and keep more business.

WATCH THE REPLAY HERE.

And here are links to 3 short clips from that webinar (less than 3 minutes each):

– “Soft” Issues are not so soft!
– Lessons learned from other parents of wealth
– The 3 Jars for Allowances

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Susan was a guest on a May 2020 episode of the Stages podcast hosted by Emily Grace of Bernstein Private Wealth Management.

Life throws challenges at you at every stage. Now, more than ever, it is important for families to connect and talk about governance and legacy, and the things that matter most.

Click HERE to listen to the Stages podcast, in which Susan shared some tips and techniques to help families with the who, what, where, when, and why of Family Meetings, and especially remote Family Meetings in today’s era of social distancing.

 

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Susan was interviewed by Emily Grace on the “Stages” Podcast.

Life throws challenges at you at every stage. Now, more than ever, it is important for families to connect and talk about governance and legacy, and the things that matter most. Susan shared some tips and techniques to help families with the who, what, where, when, and why of Family Meetings, and especially remote Family Meetings in today’s era of social distancing.

Please click to listen to the podcast HERE.