WLA recent publication - Wealth Legacy Advisors LLC.

May 8, 2025May 8, 2025 by Susan

Susan wrote “Family office succession planning”, a chapter in the book: Essential Reads on Family Offices, published in December 2023 by Globe Law and Business Ltd.

Essential Reads on Family Offices is your essential resource featuring insights from the world’s foremost experts on the most pressing topics facing family offices and their advisers today, containing a collection of authoritative materials dedicated to providing family offices and their advisers with the most informative and thought-provoking contributions on key themes.

May 8, 2025May 8, 2025 by Susan

Author of “Fiduciary responsibility: the trustee role and its risks”, a chapter in the book: Trusts in Prime Jurisdictions, Fifth Edition which was published in December 2019 by Globe Law and Business Ltd., Volume II pp 635-650.

The new edition, produced in association with STEP (The Society of Trust and Estate Practitioners), provides a solid grounding in the use of trusts in a wide range of important jurisdictions. Featuring chapters by leading professionals and recognised academics, the fifth edition of ‘Trusts in Prime Jurisdictions’ is an important handbook for all lawyers, trust practitioners and banking professionals working in the field.

May 8, 2025 by Susan

My most prized possession isn’t a piece of jewelry, artwork or a rare coin. The object that I value most is an old, well-worn piece of cookware that my mother used each year to prepare our holiday dinners.

Please click to read this short thought piece exploring A Family Heirloom as Legacy, as published in Impact! online magazine on May 8, 2025.

There is also a short video clip.

April 26, 2025April 3, 2025 by Susan

Please read this short piece discussing Explaining Wealth Stewardship to Young Children, as published in Point of View online magazine on April 3, 2025, also a short video clip.

April 26, 2025March 4, 2025 by Susan

Read this short piece on Your Kids Know More About Your Wealth Than You Think, as published in Talking Trends online magazine on March 4, 2025, also a brief video clip.

February 21, 2025February 19, 2025 by Susan

Wealth Legacy Advisors LLC, nationally recognized thought-partner to UHNW families and their trusted advisors, today announced that it has been designated a finalist in 5 separate categories at The 12th Annual Family Wealth Report Awards.

We are honored to have been included in the list of finalists in these categories:

• Family Wealth Counselling
• Concierge/ Specialist Service Firm
• Leading Individual (Service Product Provider) – Susan R. Schoenfeld
• Outstanding Contribution to Wealth Management Thought Leadership (Individual) – Susan R. Schoenfeld
• Women in Wealth Family Office (Individual) – Susan R. Schoenfeld

Winners will be announced at a black-tie gala presentation dinner on May 8, 2025. The Family Wealth Report Awards recognize expert services for private family wealth firms. The awards reward achievement and showcase best-in-class providers.

February 18, 2025February 12, 2025 by Susan

Click to read this short thought piece covering How to Begin Wealth Discussions with Your Children, as published in Inspiration and Insights online magazine on February 12, 2025.

You can also watch this brief video clip.

February 21, 2025January 6, 2025 by Susan

Please click to read this short piece exploring “Teaching Philanthropy to Youngsters“, as published in Impact! online magazine on January 6, 2025.
There is also a short video clip.

December 4, 2024December 4, 2024 by Susan

Please read this short piece discussing The most important part of family governance, as published in Point of View online magazine on December 7, 2024, also a short video clip.

December 3, 2024November 4, 2024 by Susan

Click to read this short thought piece on 3 Keys to Raising Families in an Atmosphere of Wealth, as published in Talking Trends online magazine on November 5, 2024.

You can also watch this brief video clip.

I am excited that this article was selected to be featured in the Fall 2024 edition of the Signitt Gazett, a semiannual publication that highlights thought-provoking articles and captivating interviews. https://www.signitt.net/gazett