Leading the discussion of “Family Office Structures and Best Practices: Managing a Family Office in Today’s World” at the Opal Family Office Winter Forum in my hometown of NYC, on March 9, 2023.
WLA upcoming presentation
Presented a webinar “Rising Trends in Family Governance” to advisors of Wealthspire. Many groups now enjoy virtual access to speakers, without the outlay to reimburse travel expenses. If you are planning a virtual event, let’s hop on a call and explore whether I might be a good speaker for your event!
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.
Presented a webinar “Defining Your Family Legacy: What You Should Know” to clients and friends of Our Family Office, based in Toronto, Canada. Many groups now enjoy virtual access to speakers, without the outlay to reimburse travel expenses. If you are planning a virtual event, let’s hop on a call and explore whether I might be a good speaker for your event!
Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum West 2022, in Napa, CA.
Led the “Philanthropy and its Role in the Family Office” panel at the Opal Family Office Forum in beautiful Newport, RI on July 18-20, 2022.
Speaker on “Family Governance and The Family Office: Planning for the Next Generation” at the Opal Family Office Forum in beautiful Newport, RI on July 18-20, 2022.
Speaker on “Family Office Structure Challenges: Managing a Family Office in Today’s World” at the Opal Family Office Winter Forum in NYC.
Speaker at a virtual meeting of the Tacoma Estate Planning Council on January 11, 2022. Many groups now enjoy virtual access to speakers, without the outlay to reimburse travel expenses. If you are planning a virtual event, let’s hop on a call and explore whether I might be a good speaker for your event!
Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum West 2021, in Napa, CA.
Also facilitator for the “Private Closed Session for Family Offices” at the same conference.