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.
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.
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.
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.
On June 3, 2020, Susan presented a one-hour webinar for the Opal Group.
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.
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.
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.
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.