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, and actionable strategies that strengthen family governance, prepare rising generations, and preserve family harmony.
Organizations that invite Susan to speak:
Family Offices, Wealth Management Firms, Private Banks, RIAs and Trust Companies – client events and key employee retreats
Family Business Conferences and Family Office Organizations
Estate Planning Councils
Community Foundations and other Philanthropic Organizations
Audiences leave with practical strategies to:
Boost client engagement to attract and retain their most important clientele
Build stronger family governance
Navigate difficult family wealth conversations
Prepare rising-generation leaders
Preserve family harmony
Create meaningful family meetings
Align wealth with shared family values
Strengthen family legacy
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's 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
