Multi-media Blog
I am Thankful – November 25, 2020
It is no small understatement to say that 2020 has been a year for the record books, not to be easily forgotten.
At this time of Thanksgiving, I am reflecting back on all I am thankful for.
I am beyond thankful to the healthcare workers who put their very lives on the line every day to care for the many victims of this virus.
I am thankful that neither I nor my close loved ones have been touched by this deadly virus which has impacted so many lives already. We often say that if you have your health, you have everything. 2020 has brought that into stark reality.
I am thankful that I am able to work from home, as are the members of my immediate family. And I am thankful to all the essential workers who show up for work every day to make it possible for us to work from home.
I am thankful that technology has enabled virtual business meetings and personal informal gatherings to occur safely, without the need for travel or unnecessary risk.
I am thankful to all the families, family offices, family owned businesses, and all of their trusted advisors, as well as all of my business friends and the conference producers, meeting planners and podcast hosts that I have virtually met or worked with this year.
And finally, I am thankful to my family and my family by choice for absolutely everything. You give my life meaning and joy.
Wishing all of you a safe, happy and healthy Thanksgiving, and a peaceful and beautiful holiday season.
Susan
Directly Address the New Tensions at the Holiday Dinner Table
As we all know, our nation is so divided now. Be it at Thanksgiving dinner or any other gathering, the possibility of angry differing points of view is now more likely than ever. With the ongoing pandemic, social distancing, and other safety protocols, families are being forced to rethink family meetings. In light of these obstacles, the need for families to communicate about their goals, values, hopes, and dreams is more crucial than ever. Read Susan’s latest interview, Directly Address the New Tensions at the Holiday Dinner Table, published in Insights for Leaders on November 19, 2020.
Facilitated Family Meetings
Read Susan’s thoughts on Facilitated Family Meetings, as published in Impact Magazine on October 7, 2020.
Sharing Family News and Updates – August 2020 Part 1
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 1 video clip to learn Susan’s views on “Sharing Family News and Updates.”
Memo of Wishes – August 2020 Part 2
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 2 video clip to learn Susan’s views on “Memo of Wishes.”
Prenups – August 2020 Part 3
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 3 video clip to learn Susan’s views on “Prenups”
Communicating about the Wealth – August 2020 Part 4
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 4 video clip to learn Susan’s views on “Communicating about the Wealth.”
Facilitated Family Meetings – August 2020 Part 5
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 5 video clip to learn Susan’s views on “Facilitated Family Meetings.”
The Equal vs Equitable Debate – August 2020 Part 6
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
Three Keys to Raising Children in Atmosphere of Wealth – July 2020
On July 1st, 2020, Susan was a speaker on “Family Governance: Planning for the Next Generation” at Opal’s Virtual Family Office Planning & Structure Forum.
View this video clip to learn Susan’s Three Keys to Raising Children in an Atmosphere of Wealth.
Charitable Foundations – July 2020
On July 1st, 2020, Susan was a speaker on “Family Governance: Planning for the Next Generation” at Opal’s Virtual Family Office Planning & Structure Forum.
View this short video clip to learn more about Susan’s views on Charitable Foundations, how families of wealth might use them to develop a satisfying approach to philanthropy, and some unanticipated friction points.
Family Businesses, and Involving the Next Generation in Governance – July 2020
On July 1st, 2020, Susan was a speaker on “Family Governance: Planning for the Next Generation” at Opal’s Virtual Family Office Planning & Structure Forum.
About Susan Schoenfeld – July 2020
On July 1st, 2020, Susan was a speaker on “Family Governance: Planning for the Next Generation” at Opal’s Virtual Family Office Planning & Structure Forum.
View this short video clip to learn more about Susan, in her self-introduction.
“How much do I tell my kids about our wealth?” – June 2020
On June 3, 2020, Susan presented a one-hour webinar for the Opal Group.
How wealthy families raise their kids – June 2020
On June 3, 2020, Susan presented a one-hour webinar for the Opal Group.
Click HERE to view Susan’s views on How wealthy families raise their kids.
3 Jar Theory for giving your children an allowance – June 2020
On June 3, 2020, Susan presented a one-hour webinar for the Opal Group.
Click HERE to view Susan discuss the 3 Jar Theory for giving your children an allowance.
Hosting a Family Meeting – May 2020
Susan was a guest on a May 2020 episode of the Stages podcast hosted by Emily Grace of Bernstein Private Wealth Management.
Life throws challenges at you at every stage. Now, more than ever, it is important for families to connect and talk about governance and legacy, and the things that matter most.
A Hard Look at the “Soft Issues” – Oct 2019
Susan was a guest on Jane Beddall’s podcast Crafting Solutions to Conflict in October 2019. The discussion included stories of family communication about wealth, with tips on how to navigate this tricky process.