Read this short piece discussing the importance of Best Governance Practices for Family Offices, as published in Inspiration and Insights online magazine on October 10, 2024, also a brief video clip.
WLA recent publication
Please click to read this short piece on “What does good family governance look like?“, as published in Impact! online magazine on September 9, 2024, also a short video clip.
What an absolute delight to engage in discussion with Angelo Robles on his Family Office TV podcast on “How to Incorporate Next-Gen Across the Family Enterprise.”
Among the many topics included were:
• The intricate details of incorporating the next generation into various aspects of the family enterprise, including the family business, family office, and philanthropy.
• The importance of developing a strong internal purpose and leadership, and how these elements contribute to the family culture — along with common pitfalls.
Please read this short piece discussing Reasons to Establish a Family Office, as published in Point of View online magazine on August 7, 2024, also a brief video clip.
Click to read this short thought piece on Building Trust at a Family Meeting, as published in Talking Trends online magazine on July 8, 2024.
You can also watch this brief video clip.
I was interviewed in the 2024 Acclaim magazine, which recognizes leaders across the global wealth management industry.
Read it HERE.
Read this short piece discussing the importance of Communicating Your Family Legacy, as published in Inspiration and Insights online magazine on June 5, 2024, also a brief video clip.
I am thrilled and surprised to have won at the Family Wealth Report Awards 2024 for Family Wealth Counseling! The awards ceremony was on May 2, 2024. The judges commented that Wealth Legacy Advisors “offers a range of services to families of significant wealth including advising on raising family members, developing leadership succession plans and legacies of family businesses. Susan R Schoenfeld is a true thought-leader in the UHNW community.” What an honor just to be included with the other exceptional finalists in this category. Congratulations to all the talented and amazing professionals and firms who were recognized.
Read this short piece on “The “Why” of a Family Office“, as published in Impact! online magazine on May 2, 2024, also a short video clip.
Please read this short piece discussing What is a Family Office?, as published in Point of View online magazine on April 3, 2024, also a brief video clip.
