I am surprised and delighted to have been shortlisted for the Entrepreneurial Woman of the Year category of the Citywealth Powerwomen Awards (USA) 2024, which champions women in the wealth sector. Thank you so much to whomever nominated me, and congratulations to all the amazing professionals who were nominated this year! Please vote for me here:
https://www.citywealthmag.com/powerwomen-awards-usa-voting/
Voting closes December 1, 2023, and winners will be announced on March 13, 2024.
Read this short piece on “What is Family Governance?“, as published in Point of View online magazine on August 2, 2023, also a short video clip.
I was interviewed in the 2023 Acclaim magazine, which recognizes leaders across the global wealth management industry.
Read it HERE.
On July 1, 2023, we celebrated a major milestone – 10 years since Wealth Legacy Advisors was founded!
I couldn’t be more proud of, and more grateful for, the trust and confidence that my clients have placed in me these 10 years, and I look forward to continuing to serve you for many more years to come.
What keeps you up at night? Ten years ago I had a big idea – that what keeps families of wealth up at night is not their investments, taxes or estate plans, but rather raising their families in an atmosphere of wealth to become competent and confident stewards of their wealth.
Read more HERE, as published on June 2, 2023 in Inspiration and Insights online magazine.
I am honored to be featured in the Family Wealth Report in a new article that I co-authored with Carol R. Kaufman: How to Retain Clients During The Great Wealth Transfer, published on May 17, 2023. You can read it HERE, or read a short piece about it published in Talking Trends online magazine on July 10, 2023 HERE.
I couldn’t be more delighted to announce that on May 4, 2023, I won the Family Wealth Report Award for Outstanding Contribution to Wealth Management Thought Leadership (Individual)!
The judges praised my “many pieces of written thought leadership, and participation on panel discussions and in interviews.“ In a prestigious category with so many talented and worthy finalists, what an honor to be singled out.
Read the press release HERE.
To learn my views on the 3 Rules of Family Governance, read this short piece published in Impact! online magazine on May 2, 2023. There’s also a super-short video clip.
Read this short piece on the Decision Tree Before Creating a Family Office, as published in Point of View online magazine on April 3, 2023, also a short video clip.
Susan Schoenfeld was quoted in Crain Currency:
March 29, 2023: When family offices cross borders, they encounter challenges … and opportunities.
Click HERE to read the PDF, or read the article online:
Read this short piece on the importance of shedding light on the elephant in the room that everyone’s thinking about, but nobody’s talking about, as published in Talking Trends online magazine on March 2, 2023, also a short video clip.
This is an important call to action for advisors. If I had not discovered the elephant, everyone’s time would have been wasted on “solutions” that didn’t address the underlying problem.