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.”
Family Wealth Report, December 4, 2017 –Wealth Legacy Advisors, thought partner to families of wealth and their trusted advisors, and its CEO Susan R. Schoenfeld, have been shortlisted for the Family Wealth Report Awards 2018.
Wealth Legacy Advisors is shortlisted in the following categories:
Showcasing ‘best of breed’ providers, the Family Wealth Report Awards were designed to recognize those who the prestigious panel of judges deemed to have demonstrated innovation and excellence during 2017.
Susan’s article on “Tips For Giving While Living” was published in Trusts & Estates online e-newsletter October 3, 2017, coinciding with that magazine’s annual charitable giving issue. This piece, co-authored with Lauren Katzowitz Shenfield of Philanthropy Advisors, LLC, focuses on philanthropy as you approach retirement. Access the article through this link, or click here to see a copy.
We are delighted that Susan was featured in Mitzi Perdue’s (Mrs. Frank Perdue’s) blog. Susan was in conversation with Mitzi about how the ‘soft issues’ are really the hard issues for families. This blog piece is an extract of our conversation.
Susan’s article, “Family Office Succession Planning” was published in the March 2017 issue of The International Family Offices Journal. The article expands upon the discussion of the three important steps of this critical transition which had previously been published in Trusts & Estates magazine, August 2016, www.trustsandestates.com.
Susan was mentioned by The Family Business Leader in this piece about how families pass on ownership of their business.
Family Wealth Report, November 28, 2016 –Wealth Legacy Advisors, thought partner to families of wealth and their trusted advisors, and its CEO Susan R. Schoenfeld, have been shortlisted for the Family Wealth Report Awards 2017.
Wealth Legacy Advisors is shortlisted in the following categories:
Showcasing ‘best of breed’ providers, the Family Wealth Report Awards were designed to recognize those who the prestigious panel of judges deemed to have demonstrated innovation and excellence during 2016.
Susan’s article, “Family Office Succession Planning: Helping founders who are ready to retire” was published in the August 2016 Trusts & Estates Magazine’s HNW Families and Family Offices Report, and reprinted in the September 2016 Trusts & Estates Magazine as Easing Family Office Leadership Transitions. The article discusses three important steps of this critical transition. Access the original article through this link, or the reprint through this one, or click here to read a pdf copy of the article.
Susan partnered with Rebecca Meyer of Pitcairn on this May, 2016 Trusts & Estates online newsletter piece: Top 5 Traits of Effective Family Philanthropy.
Susan’s article, “Charity Should Begin At Home: Help clients develop a satisfying approach to philanthropy” was published in the October 2015 charitable giving issue of the prestigious Trusts & Estates magazine. The article discusses how parents can model philanthropic behavior for their children, and how advisors can use their personal philanthropic activities to guide clients while building their professional networks.