A motivational discussion of the so-called soft issues of the High-Net-Worth community and the concerns that keep them up at night, for families of wealth and the professionals who serve them -- or want to!
Perfect for:
-Families and Family Offices
-Wealth managers and advisors
-Insurance professionals
-Financial planners
-Estate planners
-Other Trusted Advisors
The audience will learn about:
- How to raise children in an atmosphere of wealth to become productive members of society? How much to give your children, and when? The three keys to talking to your children about your family’s wealth
- The Equal vs. Equitable Debate: Why Equal is not always Fair
- The Money Talk: It’s not always easy for parents to talk to their kids about money
- How to Discuss Prenuptial Agreements without causing World War III
- Family Governance / Family Meetings: How to Discuss the Family's Culture, Values and Legacy
- Developing a Satisfying Approach to Family Philanthropy
A 45-60 minute keynote, concurrent or breakout (can be shortened or lengthened to fit your timing needs).
Click on the 'Video' tab to see Susan in action!
For availability and speaking fees, call Susan directly at 212-655-9610 or click 'Check Availability' to send a message through SpeakerMatch.
"Susan nails it every time! She first spoke at Opal Annual Family Office & Private Wealth Management Forum back in 2014, and we've invited her back to speak every year since. Our audiences love her insight and actionable takeaways, and our in-house event planners love her flexibility and responsiveness."
-- Doug Borths, SVP, Head of Production, Opal Group
