Click to read this short piece discussing Helping The Next Gen Find Their Own Identity, as published in Impact! online magazine on January 10, 2024, also a brief video clip.
Susan
Please read this short piece discussing the wrong picture in wealth management meetings, as published in Point of View online magazine on December 5, 2023, also a brief video clip.
Speaker on “How to Have Successful “Money Talks” with Your Clients and Families” for the Family Office Committee of the NYS Society of CPA’s.
Read this short piece on “Why is a Family Foundation Like a Holiday Puppy?“, as published in Talking Trends online magazine on November 6, 2023, also a short video clip.
Speaker on two different topics at the Opal Family Office & Private Wealth Management Forum West 2023, in Napa, CA:
“Family Governance and The Single Family Office: Planning for the Next Generation”
AND
“Family Office Structures: Setting the Stage for Managing a Family Office in Today’s World“
Click to read this short thought piece on how the use of Technology in Family Offices was a game-changer during the pandemic lockdown, and highlighting some cyber risks for families, as published in Inspiration and Insights online magazine on October 3, 2023. You can also watch this brief video clip.
I had a fun and thoughtful conversation with Kurt Thoennessen on his Private Client Risk & Resilience Podcast.
Listen to it HERE.
Click to read this short piece discussing involving the next gen in family governance, as published in Impact! online magazine on September 5, 2023, also a brief video clip.
I am surprised and delighted to have been shortlisted for the Entrepreneurial Woman of the Year category of the Citywealth Powerwomen Awards (USA) 2024, which champions women in the wealth sector. Thank you so much to whomever nominated me, and congratulations to all the amazing professionals who were nominated this year! Please vote for me here:
https://www.citywealthmag.com/powerwomen-awards-usa-voting/
Voting closes December 1, 2023, and winners will be announced on March 13, 2024.
Read this short piece on “What is Family Governance?“, as published in Point of View online magazine on August 2, 2023, also a short video clip.
