Family meetings are an important component of the family governance structure to reinforce the family’s mission, vision and values.
Watch this short clip of my Opal Family Governance presentation on the who, what, when, where, why and how of family meetings. Read a short piece about it as published in Insights for Leaders online magazine on September 14, 2021.
Read Susan’s views on the 3 critical stages of planning for a transition at the top in Leadership Succession Planning in a Family Business as published in Inspiration And Insights online magazine on August 1, 2021 or watch a short clip here.
Throughout my career working with ultra-high net worth families, the one consistent question I hear is: What are other families doing in this situation? How are other families successfully raising their children in an atmosphere of wealth to become competent and confident stewards of their wealth?
Read some brief family stories as published in Impact online magazine on July 7, 2021.
Read my views on when and how to have the tough conversation about family wealth, in The ‘My Kids Have No Idea About Our Wealth’ Dilemma as published in Insights for Leaders on April 21, 2021.
I was honored to collaborate on an important topic with Brett Dearing of Cerity Partners. Our co-authored article, Embracing Diversity and Inclusion: Acquiring the best talent is good for business was published in the March 2021 issue of Trusts & Estates magazine’s Family Business Report. Read a short article about it HERE in Talking Trends online magazine on May 11, 2021, or if you are a subscriber click here to read the article, or click here to see a PDF copy of the article.
Kirby Rosplock, PhD of Tamarind Learning interviewed me for her podcast series, Wealth Education Essentials.
Read an article about it in Talking Trends online magazine as published on March 3, 2021 here, or listen to the 15-minute interview titled Tips for Raising Successful Children of Wealth.
*All credit to Jeff Savlov, ACFBA, of Blum & Savlov, LLP for the “Sippy Cup” reference. Deep apologies for the omission. www.blumandsavlov.com
Read tips on how to prepare your children to handle money from a young age, in Practical Suggestions for Preparing the Next Generation of Wealth as published in Insights for Leaders on January 11, 2021.
Read Susan’s views on how the events of 2020 along with the political climate can impact families in Current Events Present Challenges to Family Governance as published in Point of View online magazine on December 4, 2020.
As we all know, our nation is so divided now. Be it at Thanksgiving dinner or any other gathering, the possibility of angry differing points of view is now more likely than ever. With the ongoing pandemic, social distancing, and other safety protocols, families are being forced to rethink family meetings. In light of these obstacles, the need for families to communicate about their goals, values, hopes, and dreams is more crucial than ever. Read Susan’s latest interview, Directly Address the New Tensions at the Holiday Dinner Table, published in Insights for Leaders on November 19, 2020.
Susan was prominently quoted in the JCF’s study on the multigenerational UHNW family, “Bridging the Generational Divide: Advising the Multigenerational UHNW Family,” on multigenerational, ultra-high net worth families who face challenges passing down their wealth to the next generation. JCF surveyed financial advisors, attorneys, and service providers on proven strategies for bridging generational divides and creating sustainability in the client-advisor relationship. Susan advises families that, “Communication needs to be not just multigenerational; it should be multi-directional.”