WLA recent publication

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I had a delightful conversation with Beth Liebman on her podcast, Beyond the Bottom Line, recorded on March 17 (hence the reference to St. Patrick’s Day) and published on March 31, 2026. We talked about some topics that you might find interesting, including:

  • The “human side” of wealth that often gets overlooked
  • Why family dynamics, not finances, are often the biggest challenge
  • The reality of building a business rooted in purpose and depth, not scale, and
  • How I define success beyond the bottom line.

You can watch it HERE.

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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.

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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.

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I was a guest on The Mack Podcast — A Family Office Podcast — hosted by Brian Adams for a panel discussion on Family Constitutions and Governance – Building Alignment Across Generations on February 12, 2026.

You can watch it HERE.

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Wealth Legacy Advisors LLC, nationally recognized thought-partner to UHNW families and their trusted advisors, has been designated a finalist in 2 categories at The 13th Annual Family Wealth Report Awards.

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

• Family Wealth Counseling
• Concierge / Specialist Service Firm

Winners will be announced at a black-tie gala presentation dinner on April 30, 2026. The Family Wealth Report Awards recognize achievement and showcase best-in-class providers.