Susan - Wealth Legacy Advisors LLC.

March 25, 2022March 18, 2020 by Susan

We are honored and humbled that Susan has been awarded the prestigious “WOMEN IN WEALTH MANAGEMENT AWARD” by Family Wealth Report Awards 2020. In these challenging times, it is indeed quite a bright light and honor to be recognized by my peers for being, in the judges’ words: “one of the few women on the national speaking circuit who is guiding financial services firms and their clients to connect with the human side of the client relationship.”

Accepting the award was a real honor since I know from personal experience that it is given only after a thorough judging process conducted independently of Family Wealth Report commercial influence by family office and wealth management industry peers. We were included with a most impressive group of finalists, and we were extremely proud and honored to receive the award.

March 31, 2020March 11, 2020 by Susan

Susan Schoenfeld was a featured speaker on Managing the Wealth Transfer of the “Business of the Family” in early March 2020 at the Marcus Evans Private Wealth Management Summit in Boston MA. Her message to the family offices, wealth managers and RIAs in attendance was that by learning to focus more on the human side of family wealth, the private wealth managers can learn to be more successful in attracting and retaining ultra-high net worth clients. Delivered through real-life storytelling, she provided valuable concepts and techniques that the audience can use right away to attract and serve wealthy clients.

March 31, 2020March 5, 2020 by Susan

Speaker at the LionsGate Advisors Inaugural Speaker Series, at Washington University School of Medicine in St. Louis MO.

March 31, 2020March 3, 2020 by Susan

Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office Winter Forum in NYC.

November 27, 2019November 27, 2019 by Susan

Wealth Legacy Advisors LLC, thought partner to families of wealth and their trusted advisors, and its CEO Susan R. Schoenfeld, have been selected as a finalist for the prestigious Family Wealth Report Awards 2020. The award winners will be announced at a gala on March 18, 2020.

Wealth Legacy Advisors was named as finalist for the following four awards:

* FAMILY WEALTH COUNSELLING AWARD – Awarded to an advisor or firm providing providing counselling services to families of significant wealth and their owned enterprises; helping them navigate the complex issues around generational transition, governance and leadership succession.
* LEADING INDIVIDUAL AWARD – SUSAN R. SCHOENFELD – something special should mark out this individual working in the private client world.
* WOMEN IN WEALTH MANAGEMENT AWARD – SUSAN R. SCHOENFELD – an inspiration to female clients and colleagues.
* OUTSTANDING THOUGHT LEADERSHIP – SUSAN R. SCHOENFELD – made an outstanding contribution to thought leadership in wealth management.

Showcasing ‘best of breed’ providers, the Family Wealth Report Awards recognize those have demonstrated innovation and excellence during the past year.

November 27, 2019October 30, 2019 by Susan

Susan was interviewed by Jane Beddall on the Crafting Solutions to Conflict Podcast.
Catch her interview here: Hard Look Soft Issues

February 23, 2021October 23, 2019 by Susan

Susan was a guest on Jane Beddall’s podcast Crafting Solutions to Conflict in October 2019. The discussion included stories of family communication about wealth, with tips on how to navigate this tricky process.

Click HERE to listen to the Crafting Solutions podcast.

October 30, 2019October 23, 2019 by Susan

Speaker on “GOVERNANCE AND THE SINGLE FAMILY OFFICE: PLANNING FOR THE NEXT GENERATION” at the Opal Family Office & Private Wealth Management Forum West 2019, in Napa, CA.

October 30, 2019July 22, 2019 by Susan

Speaker on “GOVERNANCE AND THE SINGLE FAMILY OFFICE: PLANNING FOR THE NEXT GENERATION” at the Opal Family Office & Private Wealth Forum, in Newport, RI.

March 11, 2019March 6, 2019 by Susan

Speaker on “Governance and Trusts: Planning for the Next Generation” at the 9th Annual Opal Family Office Winter Forum, at the Marriott Marquis in Times Square, NYC.