Read Susan’s thoughts on Facilitated Family Meetings, as published in Impact Magazine on October 7, 2020.
WLA recent publication
Susan was interviewed by LionsGate Advisors on their podcast, Living a Richer Life by Design. We talked about the so-called “soft” issues of wealth that are the hardest for families to navigate. In this podcast, I shared some tips and techniques to help families of wealth address the biggest challenges of raising the next generation of wealth.
Susan’s article, “On Wealth – A Hard Look at the ‘Soft’ Issues,” was published in the June 2020 issue of The International Family Offices Journal. The article illustrates why it is critical for family offices and financial services firms to connect with the human side of the client relationship.
Susan was interviewed in Acclaim Magazine in April 2020: FWRAwardsMagazine2020
Susan was interviewed by Emily Grace on the “Stages” Podcast.
Life throws challenges at you at every stage. Now, more than ever, it is important for families to connect and talk about governance and legacy, and the things that matter most. Susan shared some tips and techniques to help families with the who, what, where, when, and why of Family Meetings, and especially remote Family Meetings in today’s era of social distancing.
We are honored and humbled that Susan has been awarded the prestigious “WOMEN IN WEALTH MANAGEMENT AWARD” by Family Wealth Report Awards 2020. In these challenging times, it is indeed quite a bright light and honor to be recognized by my peers for being, in the judges’ words: “one of the few women on the national speaking circuit who is guiding financial services firms and their clients to connect with the human side of the client relationship.”
Accepting the award was a real honor since I know from personal experience that it is given only after a thorough judging process conducted independently of Family Wealth Report commercial influence by family office and wealth management industry peers. We were included with a most impressive group of finalists, and we were extremely proud and honored to receive the award.
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.
Susan was interviewed by Jane Beddall on the Crafting Solutions to Conflict Podcast.
Catch her interview here: Hard Look Soft Issues
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.”
