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.
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/
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.
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.
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.
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.
