Susan Schoenfeld
CEO and Founder • Wealth Legacy Advisors LLC
New York, New York, United States •
$5,001 - $10,000
About
Award-Winning Family Wealth Keynote Speaker on the Human Side of Wealth: What makes Susan different? -Former trusts & estates attorney and CPA -Former executive at Bessemer Trust -Former Family Ambassador to a single family office -Decades of experience and 100+ presentations nationally on the human side of family wealth -Focuses on communication, governance, leadership, and legacy — not investment products or tax strategies -Combines technical expertise with real-world family dynamics
Speaking Topics
Signature Programs (3)
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 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 Available as a keynote or workshop, or a blend of the two. “Susan nails it every time… our audiences love her insight and actionable takeaways, and our in-house event planners love her flexibility and responsiveness.” David Leibowitz, SVP of Investor Relations, Opal Group
Key Takeaways
- 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.
Audience
Clients, Donors, Family offices, Wealth advisors, Estate planners, Private banks, Other Professional Advisors
Format
Duration
45–120 minutes
Delivery
Practical strategies for creating productive family meetings, improving communication, and building governance that works across generations. “Her professionalism, depth of knowledge, and warm presence made her a joy to work with, and her message truly resonated with our audience.” Michael D. Napier, Managing Partner, HORAN Wealth
Key Takeaways
- The three stages of leadership succession planning
Audience
Clients, Donors, Family offices, Wealth advisors, Estate planners, Private banks, Other Professional Advisors
Format
Duration
45–120 minutes
Delivery
Navigate the emotional dynamics of leadership transition while preserving family relationships, business continuity, and long-term legacy. “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
Key Takeaways
- How to discuss prenups with the family without causing World War III
Audience
Clients, Donors, Family offices, Wealth advisors, Estate planners, Private banks, Other Professional Advisors
Format
Duration
45–120 minutes
Your Experience with Susan
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