Susan R. Schoenfeld

#Keynote speaker on #FamilyWealth, and the UHNW market. @WealthLegacyAdv

[Susan R. Schoenfeld @SRSchoenfeld]

Looking forward to speaking at Opal Group Family Office Forum later this week in beautiful Napa, on Family Office Structures -Setting the Stage for Managing a Family Office in today's world. Let me know if you plan to attend— I’d love to meet up!

[Susan R. Schoenfeld @SRSchoenfeld]

Check out my latest article: Involving the Next Gen in Family Governance https://t.co/YsxOUnr2O0 via @LinkedIn

[Susan R. Schoenfeld @SRSchoenfeld]

Read this short piece on "What is Family Governance?", as published in Point of View online magazine on August 2, 2023. https://t.co/uTuLG6hRqg

[Susan R. Schoenfeld @SRSchoenfeld]

I am honored to be featured in the Family Wealth Report in a new article that I co-authored with Carol R. Kaufman: How to Retain Clients During The Great Wealth Transfer, published on May 17, 2023. You can read the original article…https://t.co/XcK4xdfsHW https://t.co/1Elnoquaoa

[Susan R. Schoenfeld @SRSchoenfeld]

Celebrating 10 Years!
What keeps you up at night? Ten years ago I had a big idea – that what keeps families of wealth up at night is not their investments, taxes or estate plans, but rather raising their families in an atmosphere o…https://t.co/4hDOgQ7xXR https://t.co/WzpUGVpHtV

[Susan R. Schoenfeld @SRSchoenfeld]

Honored to be featured in the Family Wealth Report in a new article that I co-authored with @CBData: How to Retain Clients During The Great Wealth Transfer https://t.co/MBvaPmCIIQ https://t.co/5t54ZzlUxH

[Susan R. Schoenfeld @SRSchoenfeld]

Delighted that I won last night at the Family Wealth Report Awards for Outstanding Contribution to Wealth Management Thought Leadership (Individual)! In a prestigious category with so many talented and worthy finalists, what an honor to be singled out. #FamilyWealthReport

[Susan R. Schoenfeld @SRSchoenfeld]

I couldn’t be more delighted that I won last night at the Family Wealth Report Awards for Outstanding Contribution to Wealth Management Thought Leadership (Individual)! In a prestigious category with so many talented and worthy finalists, what an honor to…https://t.co/inrZm8h5ph

[Susan R. Schoenfeld @SRSchoenfeld]

Read this short piece on the 3 Rules of Family Governance, as published on May 2, 2023 in Impact! online magazine. There is a brief video clip in the piece as well. #FamilyWealth #FamilyGovernance #FamilyLegacy #FamilyMeetings #Leg…https://t.co/tqDIlhrMD6 https://t.co/RnyY5i8y8C

[Susan R. Schoenfeld @SRSchoenfeld]

Read this short piece on the Decision Tree Before Creating a Family Office, as published in Point of View online magazine on April 3, 2023, also a short video clip. #familyoffice https://t.co/O5BTpDZcfJ

[Susan R. Schoenfeld @SRSchoenfeld]

Delighted to have been quoted yesterday in Crain Currency in a terrific article by Steven I. Weiss about what happens when family offices have members spread across the globe.
https://t.co/z5jMbVob0j https://t.co/7KZi6Ehc0D

[Susan R. Schoenfeld @SRSchoenfeld]

Delighted to participate in this fabulous conversation discussing Family Office Structures this morning at the Opal Group Family Office Forum! https://t.co/ZSZ2zaTj4e

[Susan R. Schoenfeld @SRSchoenfeld]

Thrilled to be speaking next week at the Opal Family Office Winter Forum on Managing a Family Office, with a dream team of panelists! Please let me know if you plan to be there, I’d love to meet up! https://t.co/zoWP23nVD9

[Susan R. Schoenfeld @SRSchoenfeld]

Read this short piece on the importance of shedding light on the elephant in the room that everyone’s thinking about, but nobody’s talking about, as published in Talking Trends online magazine on March 2, 2023, also a short video clip. https://t.co/n3jpbLvZY9

[Susan R. Schoenfeld @SRSchoenfeld]

Click to read this short piece discussing operational and philosophical aspects to preparing for unexpected disaster, also a brief video clip. https://t.co/C7UJ7ZFQXS

[Susan R. Schoenfeld @SRSchoenfeld]

Read this short piece with some thoughts on the importance of thoughtfully crafting your family story, as published on January 10, 2023 in Impact! online magazine. There is a brief video clip in the piece as well. https://t.co/q3C7nfLiHo

[Susan R. Schoenfeld @SRSchoenfeld]

I was interviewed by matrimonial attorney Michael Fried on his weekly webshow, "5 Minutes with Fried." Watch the fun and short interview here, especially the last question!. https://t.co/CM9DIX97bv

[Susan R. Schoenfeld @SRSchoenfeld]

Please read this brief article on topics to consider when Creating a Family Constitution. https://t.co/T8V3PacOYb

[Susan R. Schoenfeld @SRSchoenfeld]

I am looking forward to presenting DEFINING YOUR FAMILY LEGACY webinar on Wed Nov 9 to clients and friends of Our Family Office based in Toronto!

[Susan R. Schoenfeld @SRSchoenfeld]

Read this short piece with my tips on Leadership Succession Planning, including lessons learned from the British Royal Family, as published on November 3, 2022 in Talking Trends online magazine. There is a brief video clip embedded in the piece as well. https://t.co/BImYVNsuKA