Susan Schoenfeld

Susan’s most requested topic!The human issues that keep UHNW families up at night: communication, stewardship, and preparing the next generation.Organizations that invite Susan to speak:Family Offices, Wealth Management Firms, Private Banks, RIAs and Trust Companies – client events and key employee retreats Family...

Susan Schoenfeld is a Family Wealth Keynote Speaker on the human side of wealth who helps family offices, wealth management firms, and multigenerational families strengthen governance, prepare rising generations, and build enduring family legacies. Her presentations combine practical frameworks, real-world stories...

This talk guides financial advisors, wealth advisors and business advisors with essential tools to help steer your family business founder clients down the emotionally fraught path of succession planning.Your audience will learn about the nuance and finesse to the 3 key stages of family business...