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 Business Conferences and Family Office Organizations
Estate Planning Councils
Community Foundations and other Philanthropic Organizations
Audience learns
How much to give the children/grandchildren, and when? How much to tell them about the family wealth, and when?
The equal vs. equitable debate – Why treating heirs equally isn’t always fair, and how families can navigate the difference.
Communication is Everything – Exploring the wealth dynamics that shape how families communicate, govern, and pass on what matters.
How to Maintain Family Harmony When Discussing Prenuptial Agreements.
Family Governance – Practical strategies for creating productive family meetings, improving communication, and building governance that works across generations.
Family Philanthropy – How to use as a tool to teach and develop family values.
Length: 45–120 minutes
Available as a keynote or workshop, or a blend of the two.
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.
