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.
WLA upcoming presentation
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
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.