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.
Susan
Speaker on “Governance and Trusts: Planning for the Next Generation” at the Opal Family Office Winter Forum, on March 1, 2017 at the Marriott Marquis in Times Square, NYC. Discussion topics included:
-Why governance is important
-Structures that are utilized to improve governance
-Best Practices & Recommendations
-Importance of collaboration by the family’s multi-disciplinary advisory team
-Common pitfalls
-War stories and success stories (especially anecdotes focused on helping a dysfunctional family move forward)
-Key takeaway – Soft issues will determine success or failure!!!
Speaker at the STEP/Institute for Family Governance/FFI Annual Conference on “Should I Serve as a Director of Kingslanding Private Trust Company? What Every Director Needs to Know About Corporate and Fiduciary Liability.”
Susan was mentioned by The Family Business Leader in this piece about how families pass on ownership of their business.
Family Wealth Report, November 28, 2016 –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 2017.
Wealth Legacy Advisors is shortlisted in the following categories:
- FAMILY WEALTH CONSULTANT – Awarded to an advisor or firm providing consulting services to families of significant wealth or their owned enterprises; helping them navigate the complex issues around generational transition and leadership succession.
- LEADING INDIVIDUAL – SUSAN R. SCHOENFELD – something special should mark out this individual working in the private client world.
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 2016.
Speaker on “Can Trusts Still Benefit My Family?” at the 6th Annual Opal Family Office Private Wealth West Forum October 26-28, 2016 Napa Valley Marriott Hotel & Spa, Napa Valley, CA.
Speaker at a breakfast briefing on: “Families and Wealth: A Hard Look at Some ‘Soft’ Issues” hosted by Citco Corporate Services Inc. www.citco.com
Speaker at the FFI (Family Firm Institute) NY Family Business Study Group on both:
“Trust Me: Top 10 Ways to Manage Trustee Risk” AND
“Family Wealth — A Hard Look at the “Soft” Issues“
Co-Chair of the second annual AFHE Summer Conference (Attorneys for Family-Held Enterprises) at The Harmonie Club in NYC.
Presenter on Million Dollar Mistakes – a discussion of: Protecting the family estate; The question of equal vs. equitable inheritance; The human side of pre-nups; The “when” and “how much” of family philanthropy.
Panelist on some of the biggest planning mistakes we have seen high net worth families make, and how we as advisors can protect our clients from doing the same. Topics include Protecting the family estate; The question of equal vs. equitable inheritance; The human side of pre-nups; and The “when” and “how much” of family philanthropy.