On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 1 video clip to learn Susan’s views on “Sharing Family News and Updates.”
WLA blog post
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 2 video clip to learn Susan’s views on “Memo of Wishes.”
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 3 video clip to learn Susan’s views on “Prenups”
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 4 video clip to learn Susan’s views on “Communicating about the Wealth.”
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 5 video clip to learn Susan’s views on “Facilitated Family Meetings.”
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
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.