Speaker on “Special Considerations for Women of Significant Wealth” at the Women and Wealth Conference, run by Financial Research Associates, at the Pierre Hotel in NYC. We discussed Prenuptial Agreements, Marital Trusts, Eldercare Issues, and Residential Staffing. FRA-women-wealth-agenda

Keynote Speaker on “A Matter of Trust: How Trustees and Advisers Can Strengthen the Client Relationship” at the Marcus Evans Elite Summit 2014 in lovely Montreux, Switzerland.

Also a panelist on “Family Governance Forum — Good Governance, Good Business: Aligning Objectives with Family Philosophy to Improve Decision Making through a Shared Vision” at the same Summit event.

Speaker on “Navigating the Challenges of the Trustee/Beneficiary Relationship” at the Opal Family Office & Private Wealth Management Forum West  in Napa, CA.

Presented a Webinar on Women & Wealth: A Hard Look at the “Soft” Issues for The Network of Family Businesses

Speaker on “Preserve, Grow and Transfer Wealth & Values to the Next Generation” at the annual investors meeting of Mango Tree Real Estate Holdings L.P.

Speaker on Family Wealth — A Hard Look at the “Soft” Issues for Hampton Roads Estate Planning Council in Virginia Beach, VA.

Speaker on the “Trustee/Beneficiary Relationship” at the Opal Family Office & Private Wealth Forum in Newport, RI.

Moderated a panel of Single Family Office Senior Executives on “Lost in Translation: Communicating Financial Information to Non-Financially Oriented Family Members” for the Family Office Committee of the NYS Society of CPAs.

Speaker on “Generational Wealth Transfer” at the Tax Planning for High Net Worth Individuals Conference sponsored by the Foundation for Accounting Education in NYC.

This session focused on the integration of generational wealth transfer from both the tax/legal side and the personal family dynamics side. We discussed not just crafting the estate plan but communicating it to, and with, the next generation, and designing it in a way that best reflects the family’s values and legacy.

Moderated a panel on “Selecting the Correct Trustee to Take Your Family Office to the Next Level” at the Sustainable Family Office Operations & Management Conference, run by Financial Research Associates, at the Princeton Club in NYC.

Was honored to serve as Conference Chair of the Marcus Evans Private Wealth Management Summit at the Ritz-Carlton, Amelia Island, FL from June 1-3, 2014.  Private Wealth Summit

Moderated the panel on “The Building Blocks to Planning & Administration of Trusts for the Next Generation” at the annual Estate Planners Day for the Estate Planning Council of NYC on May 22, 2014 at the Roosevelt Hotel in NYC:   Estate Planners Day 2014

Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs:   NYSSCPA invitation 5.2014

Speaker on “The Challenges of the Trustee / Beneficiary Relationship” at the Opal Family Office Winter Forum, on March 12, 2014 at the Marriott Marquis in Times Square, NYC.

Moderator of the “Trustee Obligations and Pitfalls” panel, as well as Conference co-chair and chair of sponsoring Family Office Committee of NYS Society of CPAs     FamilyOfficeConf2.2014

Read the Family Office Review article about it here: navigating-the-perilous-waters-of-trusteeship

Presented an educational session on the “Generation Skipping Transfer Tax” at O’Connor Davies LLP accounting firm.

Speaker on “Upholding the Family Heritage: Fundamentals for Sustaining a Meaningful Legacy Across Generations” at the Private Wealth Management Summit (Red Rock Resort & Spa, Las Vegas, NV).

Read the press release and Susan’s interview here:  http://www.privatewealthsummit.com/SusanRSchoenfeld

Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs      NYSSCPA invitation 11.2013

Member of Conference Steering Committee for the first ever DC Finance East Coast Family Office & Wealth Management Conference at the The Union League Club, NYC.

Speaker at the Family Office Trends Forum — ivyFON / IvyPlus Family Office Network — at the conference center at Herrick Feinstein in midtown, NYC.

Speaker on “Mid Year Trends in Family Offices” at the Family Office Mid-Year Outlook 2013 Conference — ivyFON / IvyPlus Family Office Network

Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs   NYSSCPA invitation 5.2013

Speaker on “Keys to Working with Trustees” at the Building the Better Family Office Conference — Financial Research Associates, in NYC.

Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs    FamilyOfficeConf2.2013

Presented on “Generation Skipping Transfer Tax” at the Estate and Trust Administration Conference — Foundation for Accounting Education, in NYC.

Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs    NYSSCPA invitation 11.2012

Planned, organized, facilitated and presented at this two-day multi-generational Private Family Meeting of a Single Family Office.

Incorporated learning sessions, workshops, business and social/team-building.

Feedback: “Best family meeting we’ve ever had!”

Speaker on “Prudent Investing for the Fiduciary in the 21st Century” at the 43rd Annual Estate Planning Institute — Practising Law Institute (PLI)

Speaker on “Donor Advised Funds” for the Family Office Committee of the NYS Society of CPAs

Women and Wealth Luncheon Event organizer and speaker (at the Colony Club, NYC) — Bessemer Trust