Susan

by

Wealth Legacy Advisors LLC, nationally recognized thought-partner to UHNW families and their trusted advisors, today announced that it has been designated a finalist in 5 separate categories at The 12th Annual Family Wealth Report Awards.

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

• Family Wealth Counselling
• Concierge/ Specialist Service Firm
• Leading Individual (Service Product Provider) – Susan R. Schoenfeld
• Outstanding Contribution to Wealth Management Thought Leadership (Individual) – Susan R. Schoenfeld
• Women in Wealth Family Office (Individual) – Susan R. Schoenfeld

Winners will be announced at a black-tie gala presentation dinner on May 8, 2025. The Family Wealth Report Awards recognize expert services for private family wealth firms. The awards reward achievement and showcase best-in-class providers.

by

Click to read this short thought piece on 3 Keys to Raising Families in an Atmosphere of Wealth, as published in Talking Trends online magazine on November 5, 2024.

You can also watch this brief video clip.

I am excited that this article was selected to be featured in the Fall 2024 edition of the Signitt Gazett, a semiannual publication that highlights thought-provoking articles and captivating interviews. https://www.signitt.net/gazett

 

by

Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum West 2024, in Napa, CA.

by

“Susan nails it every time! She first spoke at Opal’s Annual Family Office & Private Wealth Management Forum back in 2014, and we’ve invited her back to speak every year since. Our audiences love her insight and actionable takeaways, and our in-house event planners love her flexibility and responsiveness.”

 — Doug Borths, (former) SVP & Head of Production, Opal Group

 

 

“Susan Schoenfeld delivered an insightful and engaging talk to some of our firm’s top clients, focusing on family governance and strategies for growing a lasting family legacy. Her professionalism, depth of knowledge, and warm presence made her a joy to work with, and her message truly resonated with our audience.”

— Michael D. Napier, CFP®, Managing Partner, HORAN Wealth, Cincinnati, OH

 

 

 

“Susan Schoenfeld is a gifted storyteller who blends expertise, experience, and insight in a way that draws people in—and moves them forward. Her keynote at our recent event for affluent families and business owners was met with universal appreciation from clients, our internal team, and outside experts alike. Susan has a rare ability to make complex topics feel clear, relevant, and actionable. Thanks to her contribution, our event was elevated and made more valuable for everyone in the room. She brought the same clarity and impact when speaking to one of our city’s most respected philanthropic organizations.”

— Mike Taylor, Founder & Chief Strategist, Mike Taylor Consulting

 

“Susan connected immediately with a diverse audience and held them rapt for the entire presentation. Her points were well supported, not just with data (over which she showed her mastery), but also with real-world, first-person experiences from her personal and professional background. Also importantly, she was a world-class person with whom to work. Our team loved getting to know her and were genuinely delighted at how friendly and pragmatic she was. She’s permanently on our short list of future speakers!”

— Michael M. Godsy, General Counsel & Director of Operations, LionsGate Advisors, St. Louis, MO

 

 

“We were honored to have Susan as a keynote speaker at our professional advisor seminar. Her presentation was exceptionally well-received. Susan’s insights resonated deeply with professionals across various disciplines, including attorneys, financial advisors, CPAs, and wealth planners.

Attendees were not only impressed by the rich content but also captivated by Susan’s skillful integration of storytelling and practical exercises. These elements effectively underscored key concepts and provided actionable advice for implementation in their respective practices.

Due to the overwhelming positive feedback, we are enthusiastic about inviting Susan back to address other targeted groups. Without hesitation, I highly recommend considering her as a speaker for your upcoming event or conference. You will undoubtedly find her expertise and delivery both insightful and engaging.”

— Gary Garcia, Vice President of Philanthropic Partnerships, The Dallas Foundation, Dallas TX

 

 

“Susan spoke to our network of professional advisors about the importance of the ‘soft’ topics when discussing family wealth. Her message hit home with our group, and it helped facilitate some amazing conversation about charitable giving within families of wealth. Her presentation was precise, thoughtful, and provided some amazing takeaways for our network of advisors. We absolutely loved working with Susan and would recommend her to anyone looking for a knowledgeable speaker!”

— Halee Cunningham, General Counsel/Director of Planned Giving, Blue Grass Community Foundation, Lexington KY

 

 

“As an advisor who deals with money behavior issues each and every day, it was great to have Susan speak at a recent client event of mine. Not only is she articulate and to the point with her message but she really shares a unique angle of openness to the fragile topic of Family ‘money talks.’”

— Christopher Cobb, Senior Vice President – Investments, Wells Fargo Advisors

 

 

“Susan spoke at our annual conference, and we invited her back to speak at our regional summer conference. An accomplished speaker, Susan addresses the topics foremost in the minds of family enterprise owners and stakeholders, as well as the attorneys and others who serve them. Her organization and responsiveness from planning through follow-up make her a pleasure to work with.”

— Andrew N. Karlen, Esq., (former) President, Attorneys for Family-Held Enterprises

 

 

“Susan is amazing! She was the coolest person at the conference.”

— Peter B. Zwack, Brigadier General U.S. Army (retired), Senior Russia-Eurasia Fellow, National Defense University

 

 

“Thank you so much for speaking for our group this morning. It was a fantastic event and I received excellent reviews from audience members so wanted to thank you again.”

–Eva Minsteris, CPA, Senior Managing Director, JSB Partners

 

 

“Thank you Susan for your fantastic talk at our Marcum Wealth Dimensions meeting. Your insights are spot-on, and the audience just loved it. Everyone was completely engaged.“

–Rorrie Gregorio CPA, Partner and Family Office Practice Leader, Marcum LLP