Susan

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Speaker at the FFI (Family Firm Institute) NY Family Business Study Group on both:
“Trust Me:  Top 10 Ways to Manage Trustee Risk” AND
“Family Wealth —  A Hard Look at the “Soft” Issues“

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Co-Chair of the second annual AFHE Summer Conference (Attorneys for Family-Held Enterprises) at The Harmonie Club in NYC.
Presenter on Million Dollar Mistakes – a discussion of:  Protecting the family estate; The question of equal vs. equitable inheritance; The human side of pre-nups; The “when” and “how much” of family philanthropy.

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Panelist on some of the biggest planning mistakes we have seen high net worth families make, and how we as advisors can protect our clients from doing the same. Topics include Protecting the family estate; The question of equal vs. equitable inheritance; The human side of pre-nups; and The “when” and “how much” of family philanthropy.

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Speaker on an accomplished panel for women navigating life changes across life – new homes, babies, new jobs or businesses, retirement, ‘re-wirement’ or legacy planning – to name a few.

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Susan’s article, “Family Office Succession Planning: Helping founders who are ready to retire” was published in the August 2016 Trusts & Estates Magazine’s HNW Families and Family Offices Report, and reprinted in the September 2016 Trusts & Estates Magazine as Easing Family Office Leadership Transitions. The article discusses three important steps of this critical transition. Access the original article through this link, or the reprint through this one, or click here to read a pdf copy of the article.

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Organized a Family Office Evening of Contemporary Art for 30 influencers in the family office space, in collaboration with Worth Art Advisory LLC.