Speaker on “Engaging the Next Generation of Women Leaders” at the Opal Women’s Investment Management Leadership Summit in NYC.
Susan
We are delighted that Susan was featured in Mitzi Perdue’s (Mrs. Frank Perdue’s) blog. Susan was in conversation with Mitzi about how the ‘soft issues’ are really the hard issues for families. This blog piece is an extract of our conversation.
Speaker on “GOVERNANCE AND TRUSTS: PLANNING FOR THE NEXT GENERATION” at the Opal Family Office & Private Wealth Forum, in Newport, RI. Discussion topics included:
- No Bullying Here! – Structures, processes and documents which facilitate family communications and create and preserve harmonious personal and working relationships
- Growing into Greatness – Helping next gen family members become great beneficiaries, trustees and people
- This Is NOT My Father’s Oldsmobile – issues important to next gens which may escape or infuriate their elders, but which may also change the world
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.
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