Susan Schoenfeld's guest appearances

Susan Schoenfeld

Crafting Solutions to Conflict

Stages

The Family Biz Show

Seth Godin

Deborah Tannen

Gleb Tsipursky

Howard Ross

Jennifer Goldman-Wetzler

Teru Clavel

Chuck Howard

Mitzi Perdue

Sarah Peyton

Adam Kahane

Scott Perry

Jamie Forbes

Bill Treasurer

Paul Hood

Vik Kapoor

OwlTail

With most people currently socially isolating, now can be an ideal moment to gather family together (remotely) to discuss your core values and financial goals. Listen in as Susan Schoenfeld, Founder and CEO of Wealth Legacy Advisors, and I discuss the keys to making the discussion a success. If you, or someone you know, is interested in learning more, you can reach me at Emily.Grace@Bernstein.com.  

With most people currently socially isolating, now can be an ideal moment to gather family together (remotely) to discuss your core values and financial goals. Listen in as Susan Schoenfeld, Founder and CEO of Wealth Legacy Advisors, and I discuss the keys to making the discussion a success. If you, or someone you know, is interested in learning more, you can reach me at Emily.Grace@Bernstein.com.

Hosting a Family Meeting with Susan Schoenfeld

The so-called soft issues are the human ones –those that can keep caring family members awake at night. When advisors to wealthy families focus only on the “hard” issues – investment returns, tax strategies, and other purely financial concerns – they may fall short on client service. Susan discusses a more comprehensive approach to addressing issues that truly matter to these families. Susan mentions a “single family office”. According to Investopedia: “Family offices are private wealth management advisory firms that serve ultra-high-net-worth (UHNW) investors. They are different from traditional wealth management shops in that they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family.”  Susan also refers to a “liquidity event”; here it means the sale of a business, in which the value represented by the business assets now becomes “liquid” and can be invested in other types of assets.You can reach Susan through her consulting practice website, https://wlallc.com/, or her public speaking website, https://www.susanschoenfeld.com/.Do you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at jb@dovetailresolutions.com! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at www.dovetailresolutions.com and https://www.linkedin.com/in/janebeddall/.

The so-called soft issues are the human ones –those that can keep caring family members awake at night. When advisors to wealthy families focus only on the “hard” issues – investment returns, tax strategies, and other purely financial concerns – they may fall short on client service. Susan discusses a more comprehensive approach to addressing issues that truly matter to these families. Susan mentions a “single family office”. According to Investopedia: “Family offices are private wealth management advisory firms that serve ultra-high-net-worth (UHNW) investors. They are different from traditional wealth management shops in that they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family.”  Susan also refers to a “liquidity event”; here it means the sale of a business, in which the value represented by the business assets now becomes “liquid” and can be invested in other types of assets.You can reach Susan through her consulting practice website, <a href="https://wlallc.com/" rel="nofollow" target="_blank">https://wlallc.com/</a>, or her public speaking website, <a href="https://www.susanschoenfeld.com/" rel="nofollow" target="_blank">https://www.susanschoenfeld.com/</a>.Do you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at <a href="mailto:jb@dovetailresolutions.com">jb@dovetailresolutions.com</a>! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at <a href="http://www.dovetailresolutions.com/" rel="nofollow" target="_blank">www.dovetailresolutions.com</a> and <a href="https://www.linkedin.com/in/janebeddall/" rel="nofollow" target="_blank">https://www.linkedin.com/in/janebeddall/</a>.

Susan Schoenfeld, with a hard look at the soft (human) issues