!mpactHelping The Next Gen Find Their Own Identity — Susan SchoenfeldSusan R. Schoenfeld, CEO and Founder of Wealth Legacy Advisors LLC, serves as a ‘thought partner’ to families of wealth through personal…Jan 10
Inspiration And InsightsLeadership Succession Planning in a Family Business - Susan SchoenfeldThe Opal Group conducted their Family Office and Private Wealth Management Forum, Opal’s largest & most renowned family office event in the…Jul 29, 2021
!mpactInvolving the Next Gen in Family Governance — Susan SchoenfeldSusan R. Schoenfeld, CEO and Founder of Wealth Legacy Advisors LLC, serves as a ‘thought partner’ to families of wealth through personal…Sep 5, 2023Sep 5, 2023
Insights from LeadersFamily Meetings — Defining Who We Are - Susan SchoenfeldThe Opal Group conducted their Family Office and Private Wealth Management Forum, Opal’s largest & most renowned family office event in…Sep 14, 2021Sep 14, 2021
!mpactThe 3 Rules of Family Governance — Susan SchoenfeldSusan R. Schoenfeld, CEO and Founder of Wealth Legacy Advisors LLC serves as a ‘thought partner’ to families of wealth through personal…May 2, 2023May 2, 2023
!mpactHelping The Next Gen Find Their Own Identity — Susan SchoenfeldSusan R. Schoenfeld, CEO and Founder of Wealth Legacy Advisors LLC, serves as a ‘thought partner’ to families of wealth through personal…Jan 10
Inspiration And InsightsLeadership Succession Planning in a Family Business - Susan SchoenfeldThe Opal Group conducted their Family Office and Private Wealth Management Forum, Opal’s largest & most renowned family office event in the…Jul 29, 2021
!mpactInvolving the Next Gen in Family Governance — Susan SchoenfeldSusan R. Schoenfeld, CEO and Founder of Wealth Legacy Advisors LLC, serves as a ‘thought partner’ to families of wealth through personal…Sep 5, 2023
Insights from LeadersFamily Meetings — Defining Who We Are - Susan SchoenfeldThe Opal Group conducted their Family Office and Private Wealth Management Forum, Opal’s largest & most renowned family office event in…Sep 14, 2021
!mpactThe 3 Rules of Family Governance — Susan SchoenfeldSusan R. Schoenfeld, CEO and Founder of Wealth Legacy Advisors LLC serves as a ‘thought partner’ to families of wealth through personal…May 2, 2023
Point of ViewThe Decision Tree Before Creating a Family Office — Susan SchoenfeldSusan R. Schoenfeld, CEO and Founder of Wealth Legacy Advisors LLC, serves as a ‘thought partner’ to families of wealth through personal…Apr 3, 2023
Talking TrendsWhat’s the Elephant in Your Room? — Susan SchoenfeldSusan R. Schoenfeld, CEO and Founder of Wealth Legacy Advisors LLC serves as a ‘thought partner’ to families of wealth through personal…Mar 2, 2023
Inspiration And InsightsPreparing for Unexpected Disaster — Susan SchoenfeldSusan R. Schoenfeld, CEO and Founder of Wealth Legacy Advisors LLC serves as a ‘thought partner’ to families of wealth through personal…Feb 2, 2023
