Susan’s article, “Family Office Succession Planning: Helping founders who are ready to retire” was published in the August 2016 Trusts & Estates Magazine’s HNW Families and Family Offices Report, and reprinted in the September 2016 Trusts & Estates Magazine as Easing Family Office Leadership Transitions. The article discusses three important steps of this critical transition. Access the original article through this link, or the reprint through this one, or click here to read a pdf copy of the article.
Susan
Susan partnered with Rebecca Meyer of Pitcairn on this May, 2016 Trusts & Estates online newsletter piece: Top 5 Traits of Effective Family Philanthropy.
Organized a Family Office Evening of Contemporary Art for 30 influencers in the family office space, in collaboration with Worth Art Advisory LLC.
Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs NYSSCPA invitation 11.2013
Susan was interviewed on the importance of Communication in preserving the family’s legacy in December 2013: Sustaining a Family’s Legacy across Generations
Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs NYSSCPA invitation 11.2012
Susan wrote “Allocation of GST Exemption to Contributions to Life Insurance Trusts“, published May 1999 in The CPA Journal.
Allocation of GSTX to ILITs