Susan Susan’s article, How to Enhance Privacy for Private Foundation Clients: Strategies for not disclosing sensitive information, was published in Trusts & Estates magazine’s e-newsletter on October 1, 2025.
Here’s the link: https://www.wealthmanagement.com/philanthropy/how-to-enhance-privacy-for-private-foundation-clients
Click to read this short thought piece discussing Defining Your Family Legacy: Much More Than Documents, published in Impact! online magazine on Sept 3, 2025, also check out this brief video clip.
Speaker on “Collaborative Wealth Building: Engaging the Next Generation” at Opal Group’s Family Office & Private Wealth Legacy Summit 2025, on August 26-27th at the Parrish Art Museum in Southampton. Comprised of single and multi-family offices from the tri-state area, as well as the Hamptons, with focused networking opportunities and fireside chats with family office leaders.
Please read this short piece on Conquering Financial Self-doubt, as published in Point of View online magazine on August 6, 2025, also a short video clip.
Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum 2025, in Newport, RI.
Please click to read this short piece exploring Overcoming Emotional Barriers to Wealth, published in Talking Trends online magazine on July 10, 2025.
There is also a short video clip.
Speaker on Mastering Money & Mindset: The Psychology of Wealth & Abundance at Thrive: The Women’s Summit on Wealth and Wellness, on June 4, 2025 at the Sphere Club at Monogram, in New York City.
Click to read this short thought piece covering You Would Cringe if You Knew, as published in Inspiration and Insights online magazine on June 4, 2025.
You can also watch this brief video clip.
My most prized possession isn’t a piece of jewelry, artwork or a rare coin. The object that I value most is an old, well-worn piece of cookware that my mother used each year to prepare our holiday dinners.
Please click to read this short thought piece exploring A Family Heirloom as Legacy, as published in Impact! online magazine on May 8, 2025.
There is also a short video clip.
Keynote speaker at Fostering Connection, Unity, and a Legacy of Generational Wealth — an invitation-only event designed for affluent individuals, business owners, and families who seek to preserve and grow their wealth across generations, hosted by HORAN Wealth, in Cincinnati, OH.