Susan

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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

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Family Wealth Report, November 26, 2018 –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 2019.  The award winners will be announced at a gala on March 20, 2019.

Wealth Legacy Advisors was named as finalist for the following three 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.

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

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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.

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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

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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.

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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.

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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

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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”

 

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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.

 

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Six Steps to Planning and Operating a Family Charitable Foundation