On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 1 video clip to learn Susan’s views on “Sharing Family News and Updates.”
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On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 2 video clip to learn Susan’s views on “Memo of Wishes.”
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 3 video clip to learn Susan’s views on “Prenups”
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 4 video clip to learn Susan’s views on “Communicating about the Wealth.”
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 5 video clip to learn Susan’s views on “Facilitated Family Meetings.”
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
On August 19, 2020, Susan was interviewed by Brett Dearing of BXO Business Owners Exchange on his podcast “The Exit,” which focuses on growth, preparedness, and transition for privately-held and family-owned businesses. The discussion centered on family meetings in this time of Covid, as well as the challenges business owners face dealing with multi-generational wealth and the tricky conversations around wealth transfer.
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 Susan’s Three Keys to Raising Children in an Atmosphere of Wealth.
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 short video clip to learn more about Susan’s views on Charitable Foundations, how families of wealth might use them to develop a satisfying approach to philanthropy, and some unanticipated friction points.
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.