Wealth Legacy Advisors LLC. https://validator.w3.org/feed/docs/rss2.html July 27-29, 2026: Family Governance and The Family Office: Planning for the Next Generation, in Newport, RI Podcast Interview: Beyond the Bottom Line August 25-26, 2026: Opal Group’s Family Office & Private Wealth Legacy Summit 2026 in Southampton, NY Fiduciary responsibility: the trustee role and its risks Family office succession planning Winner! Family Wealth Counseling October 22-24, 2025: Trusts, Estate Planning & Asset Protection: Safeguarding Wealth for Generations – in Napa, CA Home October 21-23, 2026: The Next Generation of Family Leadership — Navigating Succession, Governance & Legacy July 21-23, 2025: Family Governance and The Family Office: Planning for the Next Generation, in Newport, RI June 4, 2026: Thrive – The Women’s Leadership Summit on Wealth and Wellness, in New York City Once Upon a Time October 30, 2025: Central New York Community Foundation Annual Professional Advisor Continuing Education Seminar Wealth Legacy Advisors Named Finalist in 2 Categories at Family Wealth Report Awards 2026 Podcast Interview: Family Constitutions and Governance – Building Alignment Across Generations Effective Family Meetings Feb. 5-6, 2026: Collier Community Foundation in Naples, FL Conquering Financial Self-doubt March 10, 2026: Reinventing the Family Office: Agility, Governance, and Generational Change Prenups: 3 Rules of Thumb August 26-27, 2025: Opal Group’s Family Office & Private Wealth Legacy Summit 2025 in Southampton, NY About Us Bridging Generational Divides Defining Your Family Legacy: Much More Than Documents Family Dynamics in Estate Planning October 16, 2025: A Hard Look at the Soft Issues for the Cincinnati Estate Planning Council Explaining Wealth Stewardship to Young Children How to Enhance Privacy for Private Foundation Clients Including In-Laws in Family Governance Overcoming Emotional Barriers to Wealth  Contact Us You Would Cringe if You Knew April 23, 2025: Keynote Speaker for HORAN Wealth, in Cincinnati, OH: Fostering Connection, Unity, and a Legacy of Generational Wealth Stories What People Say About Susan April 23, 2025: Keynote Speaker at the Greater Cincinnati Foundation luncheon, in Cincinnati, OH “Family Wealth — A Hard Look at the “Soft” Issues” Most important part of family governance Speeches A Family Heirloom as Legacy Your Kids Know More About Your Wealth Than You Think How to Begin Wealth Discussions with Your Children June 4, 2025: Thrive – The Women’s Summit on Wealth and Wellness, in New York City Wealth Legacy Advisors Named Finalist in 5 Categories at 12th Annual Family Wealth Report Awards 2025 Teaching Philanthropy to Youngsters 3 Keys to Raising Families in an Atmosphere of Wealth July 18-20, 2022: Family Governance and The Family Office: Planning for the Next Generation September 18, 2024: Blue Grass Community Foundation’s Philanthropy Summit in Lexington, KY September 26-27, 2024: Community Foundation of Greater Birmingham’s Donors and Professional Advisors events in Birmingham, AL October 15-17, 2024: Family Governance and The Family Office: Planning for the Next Generation – in Napa, California