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.
WLA blog post
Read this short piece with some thoughts on the importance of thoughtfully crafting your family story, as published on January 10, 2023 in Impact! online magazine. There is a brief video clip in the piece as well.
Read this short piece with some thoughts on topics to consider when creating a Family Constitution, as published on December 8, 2022 in Point of View online magazine. There is a brief video clip in the piece as well.
Susan was interviewed by matrimonial attorney Michael Fried on his weekly webshow, “Five Minutes with Fried.”
Watch the fun and short interview HERE, especially the last question.
Read this short piece with my tips on Leadership Succession Planning, including lessons learned from the British Royal Family, as published on November 3, 2022 in Talking Trends online magazine. There is a brief video clip embedded in the piece as well.
Read this short piece with my views on wealth creators and their desire to control, as published in Inspiration and Insights online magazine on October 6, 2022, also a short video clip.
Read this short piece with some practical ideas for teaching the next generation the responsibility that accompanies the privilege of wealth, as published on September 7, 2022 in Impact online magazine. There is a brief video clip embedded in the piece as well.
I spoke on “Family Governance and The Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Forum in beautiful Newport, RI on July 18-20. Read this short piece with my views on Family Wealth Education published in Point of View online magazine on August 4, 2022, in which is embedded a short video clip.
The WHO of family governance, family decision making, and family meetings is a critical piece because you want to make sure that you have multi-directional communication at family meetings. Read this short piece published on July 6, 2022 in Inspiration and Insights online magazine. There’s a short video clip embedded in the piece as well.
Financial literacy is a lifelong education.
Read this short piece published in Talking Trends online magazine on June 6, 2022, in which is embedded a short video clip, about the importance of consistent teaching of financial literacy at every age.