Susan - Wealth Legacy Advisors LLC.

May 3, 2024May 3, 2024 by Susan

I am thrilled and surprised to have won at the Family Wealth Report Awards 2024 for Family Wealth Counseling! The awards ceremony was on May 2, 2024. The judges commented that Wealth Legacy Advisors “offers a range of services to families of significant wealth including advising on raising family members, developing leadership succession plans and legacies of family businesses. Susan R Schoenfeld is a true thought-leader in the UHNW community.” What an honor just to be included with the other exceptional finalists in this category. Congratulations to all the talented and amazing professionals and firms who were recognized.

May 2, 2024May 1, 2024 by Susan

Read this short piece on “The “Why” of a Family Office“, as published in Impact! online magazine on May 2, 2024, also a short video clip.

April 25, 2024April 16, 2024 by Susan

Keynote Speaker at the inaugural Legacy Knight Family Summit in Dallas TX on April 16, 2024: “Family Wealth – A Hard Look at the Soft Issues.”

April 4, 2024April 3, 2024 by Susan

Please read this short piece discussing What is a Family Office?, as published in Point of View online magazine on April 3, 2024, also a brief video clip.

March 15, 2024March 15, 2024 by Susan

I am thrilled and honored to be the GOLD WINNER of the Entrepreneurial Woman of the Year at the 2024 Citywealth Powerwomen Awards USA! The award ceremony was on March 14, 2024. Thanks to Citywealth for championing women in the wealth sector, and congratulations to all the talented and amazing professionals who were recognized.

March 5, 2024March 5, 2024 by Susan

Click to read this short thought piece on the Biggest Mistake in Setting Up Family Offices, as published in Talking Trends online magazine on March 4, 2024.
You can also watch this brief video clip.

April 2, 2024March 4, 2024 by Susan

Speaker on “Family Office Structures and Best Practices: Managing a Family Office in Today’s World” at the Opal Family Office Winter Forum in my hometown of NYC, on March 4, 2024.

April 3, 2024February 22, 2024 by Susan

Keynote Speaker on “The Influence of Affluence: Helping Your Clients Navigate Family Wealth Dynamics” on February 23, 2024 for The Dallas Foundation’s Professional Advisor Seminar. I’m told it was their largest turnout ever!

https://www.dallasfoundation.org/events/2024-professional-advisor-seminar/

Photo by Kim Leeson for The Dallas Foundation

February 15, 2024February 7, 2024 by Susan

Please read this short piece discussing the right age to start teaching the next gen about wealth, as published in Inspiration and Insights online magazine on February 7, 2024, also a brief video clip.

February 19, 2024February 5, 2024 by Susan

Wealth Legacy Advisors LLC, nationally recognized thought-partner to UHNW families and their trusted advisors, today announced that it has been designated a finalist in 4 separate categories at The 11th Annual Family Wealth Report Awards.

We are honored to have been included in the list of finalists in these categories:

-FAMILY WEALTH COUNSELLING
-LEADING INDIVIDUAL
-OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)
-WOMEN IN WEALTH FAMILY OFFICE (INDIVIDUAL)

Winners will be announced at a gala on May 2, 2024. The Family Wealth Report Awards recognize expert services for private family wealth firms. The awards reward achievement and showcase best-in-class providers. Read the Press Release HERE.