Last year I was interviewed by matrimonial attorney Michael Fried on his weekly webshow, “5 Minutes with Fried.” He recently announced his top 20 most watched episodes to date, and mine ranked #8 of all time!
Watch the fun and short interview HERE, especially the last question!
Susan
Speaker on “Family Governance and The Family Office: Planning for the Next Generation” at the Opal Family Office Forum in beautiful Newport, RI on July 10-12, 2023.
I was interviewed in the 2023 Acclaim magazine, which recognizes leaders across the global wealth management industry.
Read it HERE.
On July 1, 2023, we celebrated a major milestone – 10 years since Wealth Legacy Advisors was founded!
I couldn’t be more proud of, and more grateful for, the trust and confidence that my clients have placed in me these 10 years, and I look forward to continuing to serve you for many more years to come.
What keeps you up at night? Ten years ago I had a big idea – that what keeps families of wealth up at night is not their investments, taxes or estate plans, but rather raising their families in an atmosphere of wealth to become competent and confident stewards of their wealth.
Read more HERE, as published on June 2, 2023 in Inspiration and Insights online magazine.
I am honored to be featured in the Family Wealth Report in a new article that I co-authored with Carol R. Kaufman: How to Retain Clients During The Great Wealth Transfer, published on May 17, 2023. You can read it HERE, or read a short piece about it published in Talking Trends online magazine on July 10, 2023 HERE.
I couldn’t be more delighted to announce that on May 4, 2023, I won the Family Wealth Report Award for Outstanding Contribution to Wealth Management Thought Leadership (Individual)!
The judges praised my “many pieces of written thought leadership, and participation on panel discussions and in interviews.“ In a prestigious category with so many talented and worthy finalists, what an honor to be singled out.
Read the press release HERE.
To learn my views on the 3 Rules of Family Governance, read this short piece published in Impact! online magazine on May 2, 2023. There’s also a super-short video clip.
Read this short piece on the Decision Tree Before Creating a Family Office, as published in Point of View online magazine on April 3, 2023, also a short video clip.
Susan Schoenfeld was quoted in Crain Currency:
March 29, 2023: When family offices cross borders, they encounter challenges … and opportunities.
Click HERE to read the PDF, or read the article online:
Leading the discussion of “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 9, 2023.