Speaker on “Governance and Trusts: Planning for the Next Generation” at the 8th Annual Opal Family Office Winter Forum, at the Marriott Marquis in Times Square, NYC.
Susan
Family Wealth Report, December 4, 2017 –Wealth Legacy Advisors, thought partner to families of wealth and their trusted advisors, and its CEO Susan R. Schoenfeld, have been shortlisted for the Family Wealth Report Awards 2018.
Wealth Legacy Advisors is shortlisted in the following categories:
- FAMILY WEALTH COUNSELLING – 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 – SUSAN R. SCHOENFELD – something special should mark out this individual working in the private client world.
- WOMEN IN WEALTH – SUSAN R. SCHOENFELD – an inspiration to both female clients and colleagues.
- 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 were designed to recognize those who the prestigious panel of judges deemed to have demonstrated innovation and excellence during 2017.
Speaker on “Top 10 Tips and Traps for Trustees” at the Marcus Evans Private Wealth Management Summit (The Venetian, Las Vegas, NV).
Speaker at a briefing on: “Best Practices for Family Foundations” hosted by Evercore Wealth Management, LLC.
Speaker on “GOVERNANCE AND TRUSTS: PLANNING FOR THE NEXT GENERATION” at the 7th Annual Opal Family Office & Private Wealth West Forum, in Napa, CA.
Susan’s article on “Tips For Giving While Living” was published in Trusts & Estates online e-newsletter October 3, 2017, coinciding with that magazine’s annual charitable giving issue. This piece, co-authored with Lauren Katzowitz Shenfield of Philanthropy Advisors, LLC, focuses on philanthropy as you approach retirement. Access the article through this link, or click here to see a copy.
Speaker on “Engaging the Next Generation of Women Leaders” at the Opal Women’s Investment Management Leadership Summit in NYC.
We are delighted that Susan was featured in Mitzi Perdue’s (Mrs. Frank Perdue’s) blog. Susan was in conversation with Mitzi about how the ‘soft issues’ are really the hard issues for families. This blog piece is an extract of our conversation.
Speaker on “GOVERNANCE AND TRUSTS: PLANNING FOR THE NEXT GENERATION” at the Opal Family Office & Private Wealth Forum, in Newport, RI. Discussion topics included:
- No Bullying Here! – Structures, processes and documents which facilitate family communications and create and preserve harmonious personal and working relationships
- Growing into Greatness – Helping next gen family members become great beneficiaries, trustees and people
- This Is NOT My Father’s Oldsmobile – issues important to next gens which may escape or infuriate their elders, but which may also change the world
Susan’s article, “Family Office Succession Planning” was published in the March 2017 issue of The International Family Offices Journal. The article expands upon the discussion of the three important steps of this critical transition which had previously been published in Trusts & Estates magazine, August 2016, www.trustsandestates.com.