Annual Dinner Meeting:
"FAMILY WEALTH — A Hard Look At The “Soft” Issues"

Date: Wednesday, June 6, 2018
Time: 6:00pm - 8:30pm
Location: Crowne Plaza, White Plains, NY
Speaker: SUSAN R. SCHOENFELD, JD, LL.M. (Taxation), CPA, MBA
Wealth Legacy Advisors LLC


"FAMILY WEALTH — A Hard Look At The “Soft” Issues"

  • How much to give, and when? How much to tell, and when?
  • The equal vs. equitable debate
  • Communication is Everything
  • Prenuptial Agreements
  • Family Governance / Family Meetings
  • Family Philanthropy





Wealth Legacy Advisors LLC

is CEO and founder of Wealth Legacy Advisors LLC, which serves as thought partner to families of wealth through personal attention and human spirit. Services include Stewardship, Succession, Governance, Philanthropy, Next Generation Coaching and Education, and Managing Fiduciary Risk. She is an Attorney and CPA, with deep experience as an advisor to families and family offices on the human issues of wealth, including generational legacy and wealth transfer.

Previously, she was the Family Ambassador at a private Single Family Office, serving as the liaison between the family office and its multi-national family members, where she engaged and educated the next generation about their family wealth enterprise. Before that, she was Principal of Bessemer Trust for more than 14 years, where she developed and implemented generational wealth transfer planning strategies for high net worth individuals and families. She also created, developed and facilitated Bessemer's Women and Wealth Workshops, designed to explore personal aspects of wealth, which in turn inspired a series of Next Generation of Wealth workshops. In addition, she ran Bessemer’s donor advised fund, and also headed Bessemer’s Northeast Region Trust Administration group.

See “Related Documents” below for Complete Bio.


Related Document(s):

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