Read this short piece with my views on wealth creators and their desire to control, as published in Inspiration and Insights online magazine on October 6, 2022, also a short video clip.
WLA recent publication
Read this short piece with some practical ideas for teaching the next generation the responsibility that accompanies the privilege of wealth, as published on September 7, 2022 in Impact online magazine. There is a brief video clip embedded in the piece as well.
I spoke on “Family Governance and The Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Forum in beautiful Newport, RI on July 18-20. Read this short piece with my views on Family Wealth Education published in Point of View online magazine on August 4, 2022, in which is embedded a short video clip.
The WHO of family governance, family decision making, and family meetings is a critical piece because you want to make sure that you have multi-directional communication at family meetings. Read this short piece published on July 6, 2022 in Inspiration and Insights online magazine. There’s a short video clip embedded in the piece as well.
Financial literacy is a lifelong education.
Read this short piece published in Talking Trends online magazine on June 6, 2022, in which is embedded a short video clip, about the importance of consistent teaching of financial literacy at every age.
Families often think that they’ve communicated much more (or sometimes much less) than they actually have about their wealth to their children.
Please read this short article in Talking Trends online magazine published on May 19, 2022. There’s a brief video clip embedded in the piece as well.
Done right, allowances are a great way to teach children not only the difference between wants and needs, but also rudimentary budgeting skills and the satisfaction that comes with the responsibility of giving back.
Read this short piece published in Impact online magazine on April 21, 2022 in which is embedded a short video clip.
Read my thoughts on how to protect your family’s assets and still avoid World War III in this short article, published in Talking Trends online magazine on March 9, 2022.
Watch a short video clip here.
I spoke at a virtual meeting of the Tacoma Estate Planning Council on January 11, 2022. Many groups now enjoy virtual access to speakers that they otherwise could not, without the outlay to reimburse travel expenses. If you are planning a virtual event, let’s hop on a call and explore whether I might be a good speaker for your event!
Please read this short article in Point of View online magazine published on February 15, 2022 with the story behind why I call my talk, A Hard Look at the Soft Issues, as told to the Tacoma Estate Planning Council. There’s a brief video clip embedded in the piece as well.
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 2022. The award winners will be announced at a gala on May 4, 2022.
Wealth Legacy Advisors was named as finalist for the following awards:
* LEADING INDIVIDUAL AWARD – SUSAN R. SCHOENFELD – something special should mark out this individual working in the private client world.
* WOMEN IN WEALTH FAMILY OFFICE 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.