WLA recent publication

by

Family Wealth Report, November 28, 2016 –Wealth Legacy Advisors, thought partner to families of wealth and their trusted advisors, and its CEO Susan R. Schoenfeld, have been shortlisted for the Family Wealth Report Awards 2017.

Wealth Legacy Advisors is shortlisted in the following categories:

  • FAMILY WEALTH CONSULTANT – Awarded to an advisor or firm providing consulting services to families of significant wealth or their owned enterprises; helping them navigate the complex issues around generational transition and leadership succession.
  • LEADING INDIVIDUAL – SUSAN R. SCHOENFELD – something special should mark out this individual working in the private client world.

Showcasing ‘best of breed’ providers, the Family Wealth Report Awards were designed to recognize those who the prestigious panel of judges deemed to have demonstrated innovation and excellence during 2016.

Print

by

Susan’s article, “Family Office Succession Planning: Helping founders who are ready to retire” was published in the August 2016 Trusts & Estates Magazine’s HNW Families and Family Offices Report, and reprinted in the September 2016 Trusts & Estates Magazine as Easing Family Office Leadership Transitions. The article discusses three important steps of this critical transition. Access the original article through this link, or the reprint through this one, or click here to read a pdf copy of the article.

by

Susan’s article, “Charity Should Begin At Home: Help clients develop a satisfying approach to philanthropy” was published in the October 2015 charitable giving issue of the prestigious Trusts & Estates magazine. The article discusses how parents can model philanthropic behavior for their children, and how advisors can use their personal philanthropic activities to guide clients while building their professional networks.

by

Susan’s article, “Should You Be Trusted? What to consider before taking on the trustee role” was published in the June 2015 edition of the prestigious Trusts & Estates magazine, and discusses my Top 10 things to consider before you accept the trustee spot. It was the lead article on the magazine website for the entire month of June 2015!

by

Susan co-authored and was quoted in “Family Wealth Conversations: The Role of Prenuptials“. We were proud to partner with Pitcairn, one of the world’s leading family offices, for their newsletter published March 2015. This article explains the basics of this highly sensitive document and helps families think about pre-marital financial planning in an informed, straightforward, and respectful manner.