Speaker on “Reinventing the Family Office: Agility, Governance, and Generational Change” at the Opal Family Office Winter Forum in my hometown of NYC, on March 10, 2026.
Susan
Please click to read this short thought piece discussing Prenups: 3 Rules of Thumb, published in Talking Trends online magazine on March 3, 2026; also check out this brief video clip.
I was a guest on The Mack Podcast — A Family Office Podcast — hosted by Brian Adams for a panel discussion on Family Constitutions and Governance – Building Alignment Across Generations on February 12, 2026.
You can watch it HERE.
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.
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.
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.
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.
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.
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.
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!