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.
WLA recent publication
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.”
Read Susan’s thoughts on Facilitated Family Meetings, as published in Impact Magazine on October 7, 2020.
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.
