WLA blog post

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Susan was interviewed by LionsGate Advisors on their podcast, Living a Richer Life by Design. We talked about the so-called “soft” issues of wealth that are the hardest for families to navigate. In this podcast, I shared some tips and techniques to help families of wealth address the biggest challenges of raising the next generation of wealth.

Please click to listen to the LionsGate podcast HERE or read a short article about it in Insights for Leaders online magazine as published on June 9, 2021.

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Kirby Rosplock, PhD of Tamarind Learning interviewed me for her podcast series, Wealth Education Essentials. Read an article about it as published on March 3, 2021 in Talking Trends online magazine here, or listen to the 15-minute interview titled Tips for Raising Successful Children of Wealth.

*All credit to Jeff Savlov, ACFBA, of Blum & Savlov, LLP for the “Sippy Cup” reference. Deep apologies for the omission. www.blumandsavlov.com

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I was honored to collaborate on an important topic with Brett Dearing of Cerity Partners. Our co-authored article, Embracing Diversity and Inclusion: Acquiring the best talent is good for business was published in the March 2021 issue of Trusts & Estates magazine’s Family Business Report. Read a short article about it HERE in Talking Trends online magazine on May 11, 2021, or if you are a subscriber click here to read the article, or click here to see a PDF copy of the article.

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Susan was interviewed by Brett Dearing of BXO Business Owners Exchange on his podcast “The Exit,” which focuses on privately-held and family-owned businesses. We discussed family meetings in the time of COVID, and the challenges business owners face with the tricky conversations around wealth transfer. Read a summary published in Insights for Leaders on February 3, 2021, with a link to listen to the podcast in full.

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It is no small understatement to say that 2020 has been a year for the record books, not to be easily forgotten.

At this time of Thanksgiving, I am reflecting back on all I am thankful for.

I am beyond thankful to the healthcare workers who put their very lives on the line every day to care for the many victims of this virus.

I am thankful that neither I nor my close loved ones have been touched by this deadly virus which has impacted so many lives already. We often say that if you have your health, you have everything. 2020 has brought that into stark reality.

I am thankful that I am able to work from home, as are the members of my immediate family. And I am thankful to all the essential workers who show up for work every day to make it possible for us to work from home.

I am thankful that technology has enabled virtual business meetings and personal informal gatherings to occur safely, without the need for travel or unnecessary risk.

I am thankful to all the families, family offices, family owned businesses, and all of their trusted advisors, as well as all of my business friends and the conference producers, meeting planners and podcast hosts that I have virtually met or worked with this year.

And finally, I am thankful to my family and my family by choice for absolutely everything. You give my life meaning and joy.

Wishing all of you a safe, happy and healthy Thanksgiving, and a peaceful and beautiful holiday season.

Susan

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As we all know, our nation is so divided now. Be it at Thanksgiving dinner or any other gathering, the possibility of angry differing points of view is now more likely than ever. With the ongoing pandemic, social distancing, and other safety protocols, families are being forced to rethink family meetings. In light of these obstacles, the need for families to communicate about their goals, values, hopes, and dreams is more crucial than ever. Read Susan’s latest interview, Directly Address the New Tensions at the Holiday Dinner Table, published in Insights for Leaders on November 19, 2020.