Speaking for the Community Foundation of Greater Birmingham at their Donors event on the evening of Thursday, Sept. 26, and their Professional Advisors event on the morning of Friday, Sept. 27.
Susan
Keynote Speaker on ““FAMILY WEALTH — A HARD LOOK AT THE “SOFT” ISSUES” ” on September 18, 2024 for the Blue Grass Community Foundation’s Philanthropy Summit in Lexington, KY.
Please click to read this short piece on “What does good family governance look like?“, as published in Impact! online magazine on September 9, 2024, also a short video clip.
Speaker on “Collaborative Wealth Building: Engaging the Next Generation” at Opal Group’s inaugural Family Office & Private Wealth Legacy Summit 2024, on August 27th at the Parrish Art Museum in Southampton. Comprised of single and multi-family offices from the tri-state area, as well as the Hamptons, with focused networking opportunities and fireside chats with family office leaders. The event will be preceded by an sunset kayak and oyster tour, and followed with an afternoon at the Hampton Classic.
What an absolute delight to engage in discussion with Angelo Robles on his Family Office TV podcast on “How to Incorporate Next-Gen Across the Family Enterprise.”
Among the many topics included were:
• The intricate details of incorporating the next generation into various aspects of the family enterprise, including the family business, family office, and philanthropy.
• The importance of developing a strong internal purpose and leadership, and how these elements contribute to the family culture — along with common pitfalls.
Please read this short piece discussing Reasons to Establish a Family Office, as published in Point of View online magazine on August 7, 2024, also a brief video clip.
Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum 2024, in Newport, RI.
Click to read this short thought piece on Building Trust at a Family Meeting, as published in Talking Trends online magazine on July 8, 2024.
You can also watch this brief video clip.
I was interviewed in the 2024 Acclaim magazine, which recognizes leaders across the global wealth management industry.
Read it HERE.
Read this short piece discussing the importance of Communicating Your Family Legacy, as published in Inspiration and Insights online magazine on June 5, 2024, also a brief video clip.
