With Susan Schoenfeld
Reflect back to your childhood, and your young
adulthood. Think about the family stories you heard, about your ancestors who
came here from another country, or who created the wealth that you may have
inherited, and what those stories said to you about who you are and where you
come from, and what your
family values and prioritizes. Now look forward,
and think about the values, culture and history you are communicating, or will
communicate, or want to eventually communicate, to your future generations.
That is your family legacy. It's often not comfortable for a family to sit down
and talk about its values and its wealth. If we don't make a conscious effort
to think about our family's legacy in a formalized way, it's an easy
conversation to put off.
In fact, most parents report that they would
rather have the "sex talk" with their kids than the "money
talk."
Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA,
MBA is CEO and founder of Wealth Legacy Advisors LLC, which provides objective
advice to families of wealth through personal attention and human spirit.
Services include Stewardship, Succession, Philanthropy, Next Generation
Coaching and Education, and Fiduciary. She is an Attorney and CPA, with deep
experience as an advisor to families and family offices on matters of
generational wealth transfer, estate planning and education on the “personal
issues of wealth”.
Previously,
she was the Family Ambassador at the W Family Office, serving as the liaison
between the single family office and its multi-national family members, and
helping to engage and educate the next generation about their family wealth
enterprise. Before that, she was Principal of Bessemer Trust for more than 14
years, where she helped high net worth individuals and families develop and
implement generational wealth transfer planning strategies. She also created,
developed and facilitated Bessemer's Women and Wealth Workshops, designed to
explore personal aspects of wealth, which in turn inspired a series of Next
Generation of Wealth workshops. In addition, she ran Bessemer’s donor advised
fund, and also headed Bessemer’s Northeast Region Trust Administration group.
Join The Network of Family
Businesses for a virtual educational Webinar on Tuesday,
October 21, 2014 at 11:00 AM Eastern Time, with Susan Schoenfeld.
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