Speaker on “Trusts, Estate Planning & Asset Protection: Safeguarding Wealth for Generations” at the Opal Family Office & Private Wealth Management Forum West 2025, in Napa, CA.
Susan
Keynote Speaker at the Cincinnati Estate Planning Council, on A Hard Look at the Soft Issues of Family Wealth, in Cincinnati, OH.
Click to read this short thought piece titled Including In-Laws in Family Governance, as published in Inspiration and Insights online magazine on Oct 6, 2025.
You can also watch this brief video clip.
Susan’s article, How to Enhance Privacy for Private Foundation Clients: Strategies for not disclosing sensitive information, was published in Trusts & Estates magazine’s e-newsletter on October 1, 2025.
Here’s the link: https://www.wealthmanagement.com/philanthropy/how-to-enhance-privacy-for-private-foundation-clients
Click to read this short thought piece discussing Defining Your Family Legacy: Much More Than Documents, published in Impact! online magazine on Sept 3, 2025, also check out this brief video clip.
Speaker on “Collaborative Wealth Building: Engaging the Next Generation” at Opal Group’s Family Office & Private Wealth Legacy Summit 2025, on August 26-27th 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.
Please read this short piece on Conquering Financial Self-doubt, as published in Point of View online magazine on August 6, 2025, also a short 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 2025, in Newport, RI.
Please click to read this short piece exploring Overcoming Emotional Barriers to Wealth, published in Talking Trends online magazine on July 10, 2025.
There is also a short video clip.
Speaker on Mastering Money & Mindset: The Psychology of Wealth & Abundance at Thrive: The Women’s Summit on Wealth and Wellness, on June 4, 2025 at the Sphere Club at Monogram, in New York City.