WLA recent publication

Wealth Legacy Advisors LLC, thought partner to families of wealth and their trusted advisors, and its CEO Susan R. Schoenfeld, have been selected as a finalist for the prestigious Family Wealth Report Awards 2020. The award winners will be announced at a gala on March 18, 2020.

Wealth Legacy Advisors was named as finalist for the following four awards:

* FAMILY WEALTH COUNSELLING AWARD – Awarded to an advisor or firm providing providing counselling services to families of significant wealth and their owned enterprises; helping them navigate the complex issues around generational transition, governance and leadership succession.
* LEADING INDIVIDUAL AWARD – SUSAN R. SCHOENFELD – something special should mark out this individual working in the private client world.
* WOMEN IN WEALTH MANAGEMENT AWARD – SUSAN R. SCHOENFELD – an inspiration to female clients and colleagues.
* OUTSTANDING THOUGHT LEADERSHIP – SUSAN R. SCHOENFELD – made an outstanding contribution to thought leadership in wealth management.

Showcasing ‘best of breed’ providers, the Family Wealth Report Awards recognize those have demonstrated innovation and excellence during the past year.

Family Wealth Report, November 26, 2018 –Wealth Legacy Advisors LLC, thought partner to families of wealth and their trusted advisors, and its CEO Susan R. Schoenfeld, have been selected as a finalist for the prestigious Family Wealth Report Awards 2019.  The award winners will be announced at a gala on March 20, 2019.

Wealth Legacy Advisors was named as finalist for the following three awards:

• FAMILY WEALTH COUNSELLING AWARD – Awarded to an advisor or firm providing providing counselling services to families of significant wealth and their owned enterprises; helping them navigate the complex issues around generational transition, governance and leadership succession.
• LEADING INDIVIDUAL AWARD – SUSAN R. SCHOENFELD – something special should mark out this individual working in the private client world.
• WOMEN IN WEALTH MANAGEMENT AWARD – SUSAN R. SCHOENFELD – an inspiration to female clients and colleagues.

Showcasing ‘best of breed’ providers, the Family Wealth Report Awards recognize those have demonstrated innovation and excellence during the past year.

3/9/2018: Susan R Schoenfeld, CEO of Wealth Legacy Advisors LLC, one of North America’s foremost thought-partners to families of wealth and their trusted advisors, was last night crowned ‘Best Thought Leadership Individual’ at the prestigious Family Wealth Report Awards 2018.  The judges awarded Schoenfeld for having “set high standards of thought leadership, not only by the calibre of her written material, but also through the standard of events and educational work done for the industry.”

Family Wealth Report, December 4, 2017 –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 2018.

Wealth Legacy Advisors is shortlisted in the following categories:

• FAMILY WEALTH COUNSELLING – Awarded to an advisor or firm providing providing counselling services to families of significant wealth and their owned enterprises; helping them navigate the complex issues around generational transition, governance and leadership succession.
• LEADING INDIVIDUAL – SUSAN R. SCHOENFELD – something special should mark out this individual working in the private client world.
• WOMEN IN WEALTH – SUSAN R. SCHOENFELD – an inspiration to both female clients and colleagues.
• THOUGHT LEADERSHIP – SUSAN R. SCHOENFELD – made an outstanding contribution to thought leadership in wealth management.

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 2017.

Susan’s article on “Tips For Giving While Living” was published in Trusts & Estates online e-newsletter October 3, 2017, coinciding with that magazine’s annual charitable giving issue. This piece, co-authored with Lauren Katzowitz Shenfield of Philanthropy Advisors, LLC, focuses on philanthropy as you approach retirement. Access the article through this link, or click here to see a copy.

We are delighted that Susan was featured in Mitzi Perdue’s (Mrs. Frank Perdue’s) blog. Susan was in conversation with Mitzi about how the ‘soft issues’ are really the hard issues for families. This blog piece is an extract of our conversation.

Susan’s  article, “Family Office Succession Planning” was published in the March 2017 issue of  The International Family Offices Journal. The article expands upon the discussion of the three important steps of this critical transition which had previously been published in Trusts & Estates magazine, August 2016, www.trustsandestates.com.

Susan was mentioned by The Family Business Leader in this piece about how families pass on ownership of their business.

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.