Susan R. Schoenfeld — CEO · Wealth Legacy Advisors

Susan R. Schoenfeld — CEO · Wealth Legacy Advisors · New York, New York, United States.

Direct contact

No direct contact on file for Susan yet.

About

Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA, is an award-winning Family Wealth Keynote Speaker on the human side of family governance and the family dynamics of wealth for ultra-high-net-worth families and their trusted advisors. A self-described “recovering” Trusts & Estates attorney and CPA, she spent nearly 15 years as a Principal at Bessemer Trust serving UHNW families before becoming Family Ambassador to a $600 million single-family office. Today, she serves as a conflict-free thought partner on the human issues of wealth, offering no investment, tax, or legal advice and selling no products. Susan brings unfiltered, actionable insight to the conversations that matter most: legacy, stewardship, family governance, philanthropy, and leadership succession. Learn more at WLALLC.com for consulting and SusanSchoenfeld.com for speaking. Also see signitt.com/susan-schoenfeld/

Experience

CEOCurrent
Wealth Legacy Advisors LLC · New York City
Jul 2013 – Present
Wealth Legacy Advisors LLC is a boutique family wealth advisory firm specializing exclusively in family governance, legacy and stewardship for ultra-high-net-worth families and family enterprises. Wealth can be transferred through legal documents. Legacy is built through relationships, values, and shared purpose. Governance, Legacy and Stewardship – Helping Families of Wealth Navigate the Conversations That Matter Most: - Family Meeting Facilitation – guide families through difficult discussions, often at the intersection of complex business transactions or transitions and thorny family dynamics - Leadership succession of family enterprise - Governance Planning – customized for your family to develop competent and confident stewards of wealth - Philanthropic Advice – develop the family’s mission, vision and values, use family’s philanthropy as a next generation teaching tool Since 2013, we have provided objective thought-partnership to families of wealth, family offices and their trusted advisors on the human issues of wealth that keep you up at night — legacy, next generation, stewardship, governance, leadership succession, and philanthropy. We offer no investment, tax, or legal advice and sell no products. Learn more at WLALLC.com for consulting and SusanSchoenfeld.com for speaking.