Susan - Wealth Legacy Advisors LLC.

February 17, 2026February 9, 2026 by Susan

Wealth Legacy Advisors LLC, nationally recognized thought-partner to UHNW families and their trusted advisors, has been designated a finalist in 2 categories at The 13th Annual Family Wealth Report Awards.

We are honored to have been included in the list of finalists in these categories:

• Family Wealth Counseling
• Concierge / Specialist Service Firm

Winners will be announced at a black-tie gala presentation dinner on April 30, 2026. The Family Wealth Report Awards recognize achievement and showcase best-in-class providers.

March 16, 2026February 5, 2026 by Susan

Keynote Speaker for the Collier Community Foundation in Naples, FL at their Fundholder Event on Feb 5, 2026, and their Professional Advisor Council luncheon on Feb 6, 2026.

February 3, 2026February 3, 2026 by Susan

Click to read this short thought piece discussing Effective Family Meetings, as published in Inspiration and Insights online magazine on February 3, 2026.

You can also watch this brief video clip.

January 27, 2026January 7, 2026 by Susan

Click to read this short thought piece titled Once Upon a Time, published in Impact! online magazine on January 7, 2026, also check out this brief video clip.

December 12, 2025December 2, 2025 by Susan

Please read this short piece on Family Dynamics in Estate Planning, as published in Point of View online magazine on December 2, 2025, also a short video clip.

November 4, 2025November 4, 2025 by Susan

Please click to read this short piece exploring Bridging Generational Divides, published in Talking Trends online magazine on November 4, 2025.

There is also a short video clip.

March 16, 2026October 30, 2025 by Susan

Virtual Speaker for the Central New York Community Foundation at their Annual Professional Advisor Continuing Education Seminar on Thursday, October 30, 2025, on Family Wealth: A Hard Look at the “Soft” Issues.

Many groups now enjoy virtual access to speakers, without the outlay to reimburse travel expenses. If you are planning a virtual event, let’s hop on a call and explore whether I might be a good speaker for your event!

October 18, 2025October 17, 2025 by Susan

Speaker on “Trusts, Estate Planning & Asset Protection: Safeguarding Wealth for Generations” at the Opal Family Office & Private Wealth Management Forum West 2025, in Napa, CA.

October 18, 2025October 16, 2025 by Susan

Keynote Speaker at the Cincinnati Estate Planning Council, on A Hard Look at the Soft Issues of Family Wealth, in Cincinnati, OH.

October 6, 2025October 6, 2025 by Susan

Click to read this short thought piece titled Including In-Laws in Family Governance, as published in Inspiration and Insights online magazine on Oct 6, 2025.

You can also watch this brief video clip.