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.
Susan
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
A motivational discussion of the “soft issues” of the Ultra-High-Net-Worth community, for UHNW families and the professionals who serve them — or want to!
- UHNW Families, Donors
- Wealth managers and advisors
- Attorneys
- Insurance professionals
- Financial planners
- Estate planners
Topics include:
– How much to give, and when? How much to tell, and when?
– The equal vs. equitable debate
– Communication is Everything
– Prenuptial Agreements
– Family Governance / Family Meetings
– Family Philanthropy
“The Answer is Communication, Not Control”
“The Magic Bullet”
“Muscle Memory”
“Teaching Children Responsibility”
This talk guides financial advisors, wealth advisors and business advisors with essential tools to help steer your family business founder clients down the emotionally fraught path of succession planning.
Six Steps to Planning and Operating a Family Charitable Foundation
There is much guidance to those creating a trust on who they should select to be trustee, but there is very little advice to those named as trustee to help them determine whether to accept the appointment, and how to manage their fiduciary relationship with the trust beneficiaries. Susan will share her Top 10 Tips for Trustees to help you avoid getting sued.
Speaker at the Handler Thayer Family Office Forum in Chicago, IL on “The Family Office Meeting Agenda: Family Council & Governance Committee”
-Mission, Vision, Values
-Engaging the Family
-Engaging Others
Speaker for the Westchester County Estate Planning Council Annual Dinner Meeting on “Family Wealth — A Hard Look at the “Soft” Issues” — a discussion of the “soft issues” of estate planning, covering topics such as:
– How much to give, and when? How much to tell, and when?
– The equal vs. equitable debate
– Communication is Everything
– Prenuptial Agreements
– Family Governance / Family Meetings
– Family Philanthropy
Speaker on “Planning in Today’s Brave New World: A discussion of the “soft issues” of estate planning” at the NYS Society of CPAs Annual Estate Planning Conference on May 24, 2018 in NYC.
Speaker on “Family Business Succession Planning” at Tiger 21 Circle of Influence Meeting in NYC.