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.
Speaker on “Family Governance and the Family Office: Planning for the Next Generation” at the Opal Group’s Virtual Family Office Winter Forum.
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!
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
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
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.
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
Speaker on “Family Governance: Planning for the Next Generation” at Opal’s Virtual Family Office Planning & Structure Forum.
Through this virtual conference, speakers and attendees explored the methods of structuring a family office with consideration of modern day planning for the next generation.
If you missed it, here are links to 4 video clips from that presentation:
– About Susan
– Involving the Next Gen in Family Governance
– Charitable Foundations
– Three Keys to Raising Children in Atmosphere of Wealth
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.
In today’s turbulent world of ruthless competition in the financial services industry, business can be won or lost on subtle differentiators. The stakes have never been higher. Yet too often, firms approach their prospect and client meetings as nothing more than performance and product reviews, and lead with their pitch books. They are squandering a critical chance to focus on what keeps client families up at night, and risk losing that business to firms who treat clients as families and not just as assets under management.
As a self-described “recovering” Trusts & Estates Attorney and CPA, and former principal at a white-shoe trust company catering to ultra-high net-worth families, then family ambassador to a $600 million single family office, and now consultant to UHNW families and family offices, Susan is an award-winning thought leader who has the “secret sauce” to help you learn to connect with the soft side, the human side, of the client relationship so that you can create a competitive advantage, and win and keep more business.
And here are links to 3 short clips from that webinar (less than 3 minutes each):
– “Soft” Issues are not so soft!
– Lessons learned from other parents of wealth
– The 3 Jars for Allowances