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Governance

September 23, 2020July 1, 2020 by Susan

On July 1st, 2020, Susan was a speaker on “Family Governance: Planning for the Next Generation” at Opal’s Virtual Family Office Planning & Structure Forum.

View this video clip to learn more about Susan’s views on Family Business, and also Involving the Next Generation of Wealth in the Family’s Governance System.

Categories WLA blog post Tags Family Business, Family meetings, Family Wealth, FamilyLegacy, FamilyMeetings, FamilyWealth, Governance, Legacy, Next Gen, NextGen, Schoenfeld, SusanRSchoenfeld, SusanSchoenfeld, WealthLegacyAdvisors, WealthManagement, WLALLC
September 23, 2020June 3, 2020 by Susan

On June 3, 2020, Susan presented a one-hour webinar for the Opal Group.

Click HERE to view Susan’s views on the age-old question, “How much do I tell my kids about our wealth?”

Categories WLA blog post Tags atmosphere of wealth, FamilyLegacy, Governance, multi-generational wealth, Next Gen, Schoenfeld, SusanRSchoenfeld, SusanSchoenfeld, wealth, WealthLegacyAdvisors, WealthManagement, WLALLC
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