Click to read this short thought piece covering You Would Cringe if You Knew, as published in Inspiration and Insights online magazine on June 4, 2025.
You can also watch this brief video clip.
Susan
My most prized possession isn’t a piece of jewelry, artwork or a rare coin. The object that I value most is an old, well-worn piece of cookware that my mother used each year to prepare our holiday dinners.
Please click to read this short thought piece exploring A Family Heirloom as Legacy, as published in Impact! online magazine on May 8, 2025.
There is also a short video clip.
Keynote speaker at Fostering Connection, Unity, and a Legacy of Generational Wealth — an invitation-only event designed for affluent individuals, business owners, and families who seek to preserve and grow their wealth across generations, hosted by HORAN Wealth, in Cincinnati, OH.
Keynote Speaker at the Greater Cincinnati Foundation luncheon, on What Top Advisors Know About Legacy, Loyalty & Philanthropy, in Cincinnati, OH.
Please read this short piece discussing Explaining Wealth Stewardship to Young Children, as published in Point of View online magazine on April 3, 2025, also a short video clip.
Read this short piece on Your Kids Know More About Your Wealth Than You Think, as published in Talking Trends online magazine on March 4, 2025, also a brief video clip.
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 5 separate categories at The 12th Annual Family Wealth Report Awards.
We are honored to have been included in the list of finalists in these categories:
• Family Wealth Counselling
• Concierge/ Specialist Service Firm
• Leading Individual (Service Product Provider) – Susan R. Schoenfeld
• Outstanding Contribution to Wealth Management Thought Leadership (Individual) – Susan R. Schoenfeld
• Women in Wealth Family Office (Individual) – Susan R. Schoenfeld
Winners will be announced at a black-tie gala presentation dinner on May 8, 2025. The Family Wealth Report Awards recognize expert services for private family wealth firms. The awards reward achievement and showcase best-in-class providers.
Click to read this short thought piece covering How to Begin Wealth Discussions with Your Children, as published in Inspiration and Insights online magazine on February 12, 2025.
You can also watch this brief video clip.
Please click to read this short piece exploring “Teaching Philanthropy to Youngsters“, as published in Impact! online magazine on January 6, 2025.
There is also a short video clip.
Please read this short piece discussing The most important part of family governance, as published in Point of View online magazine on December 7, 2024, also a short video clip.
