I was interviewed in the 2023 Acclaim magazine, which recognizes leaders across the global wealth management industry.
Read it HERE.
WLA blog post
On July 1, 2023, we celebrated a major milestone – 10 years since Wealth Legacy Advisors was founded!
I couldn’t be more proud of, and more grateful for, the trust and confidence that my clients have placed in me these 10 years, and I look forward to continuing to serve you for many more years to come.
What keeps you up at night? Ten years ago I had a big idea – that what keeps families of wealth up at night is not their investments, taxes or estate plans, but rather raising their families in an atmosphere of wealth to become competent and confident stewards of their wealth.
Read more HERE, as published on June 2, 2023 in Inspiration and Insights online magazine.
I am honored to be featured in the Family Wealth Report in a new article that I co-authored with Carol R. Kaufman: How to Retain Clients During The Great Wealth Transfer, published on May 17, 2023. You can read it HERE, or read a short piece about it published in Talking Trends online magazine on July 10, 2023 HERE.
I couldn’t be more delighted to announce that on May 4, 2023, I won the Family Wealth Report Award for Outstanding Contribution to Wealth Management Thought Leadership (Individual)!
The judges praised my “many pieces of written thought leadership, and participation on panel discussions and in interviews.“ In a prestigious category with so many talented and worthy finalists, what an honor to be singled out.
Read the press release HERE.
To learn my views on the 3 Rules of Family Governance, read this short piece published in Impact! online magazine on May 2, 2023. There’s also a super-short video clip.
Read this short piece on the Decision Tree Before Creating a Family Office, as published in Point of View online magazine on April 3, 2023, also a short video clip.
Susan Schoenfeld was quoted in Crain Currency:
March 29, 2023: When family offices cross borders, they encounter challenges … and opportunities.
Click HERE to read the PDF, or read the article online:
Read this short piece on the importance of shedding light on the elephant in the room that everyone’s thinking about, but nobody’s talking about, as published in Talking Trends online magazine on March 2, 2023, also a short video clip.
This is an important call to action for advisors. If I had not discovered the elephant, everyone’s time would have been wasted on “solutions” that didn’t address the underlying problem.
NEW YORK, February 16, 2023 – Wealth Legacy Advisors LLC (“WLA”), nationally recognized thought-partner to UHNW families and their trusted advisors, today announced that it has been designated a finalist in 3 separate categories at The Tenth Annual Family Wealth Report Awards. See the press release HERE.
WLA is honored to have been included in the list of finalists in these categories::
- Women in Wealth Family Office
- Concierge/ Specialist Service Firm
- Outstanding Thought Leadership
Celebrating its tenth anniversary, the Family Wealth Report Awards recognize expert services for private family wealth firms. The awards reward achievement and are designed to showcase best-in-class providers.
WLA, also celebrating its 10th anniversary this year, has twice recently been named as a winner at the Family Wealth Report Awards. In 2020, Susan Schoenfeld was awarded the prestigious “Women In Wealth Management” Award for being “one of the few women on the national speaking circuit who is guiding financial services firms and their clients to connect with the human side of the client relationship.” In 2018, Susan won for “Outstanding Thought Leadership.” The firm was also named as Finalist in multiple categories at the 2019 and 2022 awards programs.
“I am proud of my contributions in the private client space throughout 2022. If my story can help even one person rise above their challenges, I will be so happy to have paid it forward. My consistent body of work spans poignant personal reflections to finding family business succession lessons in current events that captured the attention of the world. It’s an honor to have my efforts recognized,” comments Susan Schoenfeld, CEO and Founder, Wealth Legacy Advisors.
“This year we had a record number of registrations and submissions for this program: more than 500 submissions in nearly 70 categories,” said Publisher of Family Wealth Report and ClearView Financial Media CEO Stephen Harris. “The firms and individuals in the 10th Family Wealth Report program are worthy competitors and the ones that have reached the Finalist stage are truly outstanding. These awards are judged by an expert panel of more than 40 judges and finalists are selected on the basis of entrants’ submissions and their response to a number of specific questions, focusing on both qualitative and quantitative performance metrics. These awards recognize the very best operators in the private client industry. The judging process is rigorous and independent and all conflicts of interest are avoided, ensuring that these awards truly reflect excellence in family wealth management.” This year’s panel consists of more than forty judges, including family office professionals, private bankers, trusted advisors, consultants and other service providers, and is conducted in a way that minimizes conflicts of interest.
Winners will be announced at a black-tie gala awards dinner on May 4, 2023.
Click to read this short piece discussing operational and philosophical aspects to preparing for unexpected disaster, as published in Inspiration and Insights on February 2, 2023, also a brief video clip.