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.
Susan
Speaker at the LionsGate Advisors Inaugural Speaker Series, at Washington University School of Medicine in St. Louis MO.
Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office Winter Forum in NYC.
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.
Susan was interviewed by Jane Beddall on the Crafting Solutions to Conflict Podcast.
Catch her interview here: Hard Look Soft Issues
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.
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.
Speaker on “GOVERNANCE AND THE SINGLE FAMILY OFFICE: PLANNING FOR THE NEXT GENERATION” at the Opal Family Office & Private Wealth Forum, in Newport, RI.
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.
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.