Read this short piece on Your Kids Know More About Your Wealth Than You Think, as published in Talking Trends online magazine on March 4, 2025, also a brief video clip.
WLA blog post
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 5 separate categories at The 12th Annual Family Wealth Report Awards.
We are honored to have been included in the list of finalists in these categories:
• Family Wealth Counselling
• Concierge/ Specialist Service Firm
• Leading Individual (Service Product Provider) – Susan R. Schoenfeld
• Outstanding Contribution to Wealth Management Thought Leadership (Individual) – Susan R. Schoenfeld
• Women in Wealth Family Office (Individual) – Susan R. Schoenfeld
Winners will be announced at a black-tie gala presentation dinner on May 8, 2025. The Family Wealth Report Awards recognize expert services for private family wealth firms. The awards reward achievement and showcase best-in-class providers.
Click to read this short thought piece covering How to Begin Wealth Discussions with Your Children, as published in Inspiration and Insights online magazine on February 12, 2025.
You can also watch this brief video clip.
Please click to read this short piece exploring “Teaching Philanthropy to Youngsters“, as published in Impact! online magazine on January 6, 2025.
There is also a short video clip.
Please read this short piece discussing The most important part of family governance, as published in Point of View online magazine on December 7, 2024, also a short video clip.
Click to read this short thought piece on 3 Keys to Raising Families in an Atmosphere of Wealth, as published in Talking Trends online magazine on November 5, 2024.
You can also watch this brief video clip.
I am excited that this article was selected to be featured in the Fall 2024 edition of the Signitt Gazett, a semiannual publication that highlights thought-provoking articles and captivating interviews. https://www.signitt.net/gazett
Read this short piece discussing the importance of Best Governance Practices for Family Offices, as published in Inspiration and Insights online magazine on October 10, 2024, also a brief video clip.
Please click to read this short piece on “What does good family governance look like?“, as published in Impact! online magazine on September 9, 2024, also a short video clip.
What an absolute delight to engage in discussion with Angelo Robles on his Family Office TV podcast on “How to Incorporate Next-Gen Across the Family Enterprise.”
Among the many topics included were:
• The intricate details of incorporating the next generation into various aspects of the family enterprise, including the family business, family office, and philanthropy.
• The importance of developing a strong internal purpose and leadership, and how these elements contribute to the family culture — along with common pitfalls.
Please read this short piece discussing Reasons to Establish a Family Office, as published in Point of View online magazine on August 7, 2024, also a brief video clip.
