Susan

Speaker at a Wine & Wealth event hosted by Wells Fargo, discussing “A Hard Look at the Soft Issues“. The most-asked question from wealthy families is, “How do I raise my children in an atmosphere of wealth and have them turn out to be productive, contributing members of society?” This and similar questions are often referred to as soft issues, but they are actually the hard problems with which we wrestle on a daily basis:

• How old should your children be before they have access to significant sums of money? And at what age do you begin having “The Money Talk” with them? How to prevent entitlement? The three keys to talking to your children about your family’s wealth.

• How to financially treat each of your children fairly, and why just giving money to them equally is not always the most fair solution.

• It’s not always easy for parents to talk to their kids about money. Learn some ways to handle those challenging conversations, and why it’s so important to make sure you actually have those conversations.

Presenter on a webinar on Tips for Giving Smarter for JCF’s Advisor Network on Giving Tuesday, Nov. 27, 2018. Best practices to help guide families in achieving their philanthropic mission, vision, and goals, including:
-Update on charitable giving trends
-Tips for introducing charitable giving into the planning conversation
-How to help your clients identify the values that drive their planning
-Assessing clients’ needs, personal goals and tax considerations
-How to formulate strategies to help clients realize their philanthropic goals
-Pros and cons of using Donor Advised Funds and Private Foundations
-Effective ways to organize your client’s giving and maximize their tax deduction

Speaker on “For the Love of Prenuptials”, a discussion of the “human side” of prenups, for the Family Office Committee of the NYS Society of CPAs.

Speaker on “GOVERNANCE AND TRUSTS: PLANNING FOR THE NEXT GENERATION” at the 8th Annual Opal Family Office & Private Wealth West Forum, in Napa, CA.

-Why are Governance and Trusts important to planning for the next generation
-Communication – what do you tell the next gens; when and how
-Trustee – Beyond the duty… Role as mentor & wise counsel
-Key Guidance Documents for Success
-Family Banks – how can they help you raise empowered and enlightened vs entitled children
-Education – who, what, when and how

Speaker at the Marcum Wealth Dimensions meeting on October 5, 2018  in NYC on: “A Hard Look at the Soft Issues,” to provide them with tools on serving the UHNW market.

Presentation to the Relationship Management team of a $15 billion RIA on “A Hard Look at the Soft Issues,” to provide them with tools on serving the UHNW market.

Speaker on “GOVERNANCE AND TRUSTS: PLANNING FOR THE NEXT GENERATION” at the Opal Family Office & Private Wealth Forum, in Newport, RI.
–The Flexible Family – Structures, processes and documents which facilitate family communications and create and preserve harmonious personal and working relationships
–Shifting Currents – Issues important to women and next gen
–Growing into Greatness – Helping next gen family members become great beneficiaries, trustees and people