WLA upcoming presentation

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Speaker on “Family Office Structure Challenges: Managing a Family Office in Today’s World” at the Opal Family Office Winter Forum in NYC.

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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!

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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.

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Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Forum, in Newport, RI.

Also facilitator for the “Private Closed Session for Family Offices” at the same conference.

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Speaker on “Family Governance and the Family Office: Planning for the Next Generation” at the Opal Group’s Virtual Family Office Winter Forum.

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Speaker at a virtual meeting of the Marin County Estate Planning Council. Many groups now enjoy virtual access to speakers that they otherwise could not, 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!

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Kirby Rosplock, PhD of Tamarind Learning interviewed me for her podcast series, Wealth Education Essentials.
Read an article about it in Talking Trends online magazine as published on March 3, 2021 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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Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Virtual Family Office Fall Forum. Here are some short clips from that virtual presentation:

Current Events Present Challenges to Family Governance

Practical Suggestions for Preparing the Next Generation of Wealth

Family Governance – who has a voice and a vote

What and when to Communicate to the Next Generation about Wealth

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On August 19, 2020, Susan was interviewed by Brett Dearing of BXO Business Owners Exchange on his podcast “The Exit,” which focuses on growth, preparedness, and transition for privately-held and family-owned businesses. The discussion centered on family meetings in this time of Covid, as well as the challenges business owners face dealing with multi-generational wealth and the tricky conversations around wealth transfer.

Please listen to The Exit podcast HERE.

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On August 11, 2020, Susan was a guest speaker, in conversation with with Jane Beddall of Dovetail Resolutions and Michael Palumbos of Family Wealth & Legacy, on The Family Biz Show webinar. The episode was titled “Communication in the Family Business,” and covered such topics as:
* Why discussing the business or the wealth can be tougher than having the “Birds and Bees” talk and what happens if you don’t.
* The good, the bad, and the ugly of family conflict
* How equal and equitable can be a challenge within families and the secrets to navigating them.
* Who would benefit from a facilitated family meeting and why?
Click HERE for a replay!

Or, if you want to watch just the highlights from the 1-hour webinar, here are some short clips from my part of the discussion:
– Communicating about the Wealth
– Prenups
– Sharing Family News and Updates
– The Equal vs Equitable Debate
– Memo of Wishes
– Facilitated Family Meetings