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December 2, 2025December 2, 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.

December 2, 2025December 2, 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.

December 12, 2025December 2, 2025 by Susan

Please read this short piece on Family Dynamics in Estate Planning, as published in Point of View online magazine on December 2, 2025, also a short video clip.

November 4, 2025November 4, 2025 by Susan

Please click to read this short piece exploring Bridging Generational Divides, published in Talking Trends online magazine on November 4, 2025.

There is also a short video clip.

October 6, 2025October 6, 2025 by Susan

Click to read this short thought piece titled Including In-Laws in Family Governance, as published in Inspiration and Insights online magazine on Oct 6, 2025.

You can also watch this brief video clip.

November 24, 2025October 1, 2025 by Susan

Susan’s article, How to Enhance Privacy for Private Foundation Clients: Strategies for not disclosing sensitive information, was published in Trusts & Estates magazine’s e-newsletter on October 1, 2025.

Here’s the link: https://www.wealthmanagement.com/philanthropy/how-to-enhance-privacy-for-private-foundation-clients

September 3, 2025September 3, 2025 by Susan

Click to read this short thought piece discussing Defining Your Family Legacy: Much More Than Documents, published in Impact! online magazine on Sept 3, 2025, also check out this brief video clip.

August 6, 2025August 6, 2025 by Susan

Please read this short piece on Conquering Financial Self-doubt, as published in Point of View online magazine on August 6, 2025, also a short video clip.

July 10, 2025July 10, 2025 by Susan

Please click to read this short piece exploring Overcoming Emotional Barriers to Wealth, published in Talking Trends online magazine on July 10, 2025.

There is also a short video clip.

June 4, 2025June 3, 2025 by Susan

Click to read this short thought piece covering You Would Cringe if You Knew, as published in Inspiration and Insights online magazine on June 4, 2025.

You can also watch this brief video clip.