Tips for Raising Successful Children of Wealth with Susan Schoenfeld
Susan R. Schoenfeld, JD, LL. M. (Taxation), CPA, MBA, is CEO and founder of Wealth Legacy Advisors LLC. She is an award-winning thought leader to families of wealth, and public speaker to the financial services industry who serve them -- or want to -- on the human issues that keep families of wealth up at night: Legacy, Next Generation, Stewardship, Governance, Leadership Succession, and Philanthropy. Based in NYC, she is a “recovering” attorney and CPA, and “one of the few women on the national speaking circuit who is guiding financial services firms and their clients to connect with the human side of the client relationship.” - Family Wealth Report Awards 2020. Susan’s passion is helping families (and their provider organizations) with the tools to take them to their full potential. For more, visit WLALLC.com and SusanSchoenfeld.com.
Share This Page