Multi-media Blog

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.

Click HERE to listen to the Stages podcast, in which Susan shared some tips and techniques to help families with the who, what, where, when, and why of Family Meetings, and especially remote Family Meetings in today’s era of social distancing.

 

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.

Click HERE to listen to the Crafting Solutions podcast.

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