Susan was interviewed by Emily Grace on the “Stages” Podcast.
Life throws challenges at you at every stage. Now, more than ever, it is important for families to connect and talk about governance and legacy, and the things that matter most. Susan shared some tips and techniques to help families with the who, what, where, when, and why of Family Meetings, and especially remote Family Meetings in today’s era of social distancing.
Susan Schoenfeld was a featured speaker on Managing the Wealth Transfer of the “Business of the Family” in early March 2020 at the Marcus Evans Private Wealth Management Summit in Boston MA. Her message to the family offices, wealth managers and RIAs in attendance was that by learning to focus more on the human side of family wealth, the private wealth managers can learn to be more successful in attracting and retaining ultra-high net worth clients. Delivered through real-life storytelling, she provided valuable concepts and techniques that the audience can use right away to attract and serve wealthy clients.
Speaker at the LionsGate Advisors Inaugural Speaker Series, at Washington University School of Medicine in St. Louis MO.
Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office Winter Forum in NYC.
Susan was interviewed by Jane Beddall on the Crafting Solutions to Conflict Podcast.
Catch her interview here: Hard Look Soft Issues
Speaker on “GOVERNANCE AND THE SINGLE FAMILY OFFICE: PLANNING FOR THE NEXT GENERATION” at the Opal Family Office & Private Wealth Management Forum West 2019, in Napa, CA.
Speaker on “GOVERNANCE AND THE SINGLE FAMILY OFFICE: PLANNING FOR THE NEXT GENERATION” at the Opal Family Office & Private Wealth Forum, in Newport, RI.
Speaker on “Governance and Trusts: Planning for the Next Generation” at the 9th Annual Opal Family Office Winter Forum, at the Marriott Marquis in Times Square, NYC.
Speaker at a Wine & Wealth event hosted by Wells Fargo, discussing “A Hard Look at the Soft Issues“. The most-asked question from wealthy families is, “How do I raise my children in an atmosphere of wealth and have them turn out to be productive, contributing members of society?” This and similar questions are often referred to as soft issues, but they are actually the hard problems with which we wrestle on a daily basis:
• How old should your children be before they have access to significant sums of money? And at what age do you begin having “The Money Talk” with them? How to prevent entitlement? The three keys to talking to your children about your family’s wealth.
• How to financially treat each of your children fairly, and why just giving money to them equally is not always the most fair solution.
• It’s not always easy for parents to talk to their kids about money. Learn some ways to handle those challenging conversations, and why it’s so important to make sure you actually have those conversations.
Presenter on a webinar on Tips for Giving Smarter for JCF’s Advisor Network on Giving Tuesday, Nov. 27, 2018. Best practices to help guide families in achieving their philanthropic mission, vision, and goals, including:
-Update on charitable giving trends
-Tips for introducing charitable giving into the planning conversation
-How to help your clients identify the values that drive their planning
-Assessing clients’ needs, personal goals and tax considerations
-How to formulate strategies to help clients realize their philanthropic goals
-Pros and cons of using Donor Advised Funds and Private Foundations
-Effective ways to organize your client’s giving and maximize their tax deduction