Multi-media Blog
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.