Susan Schoenfeld

A motivational discussion of the “soft issues” of the High-Net-Worth community and the concerns that keep them up at night, for families of wealth and the professionals who serve them -- or want to! Perfect for: -Families and Family Offices -Wealth managers and advisors -Insurance professionals -Financial planners -Estate planners -Other Trusted Advisors You’ll learn about: • How much to give your children, and when? How much to tell them, and when? • The Equal vs. Equitable Debate: Why Equal is not always Fair • The Money Talk: Communication is Everything • How to Discuss Prenuptial Agreements without causing World War III • Family Governance / Family Meetings: How to Discuss the Family’s Values, Culture and Legacy • Developing a Satisfying Approach to Family Philanthropy

This talk guides financial advisors, wealth advisors and business advisors with essential tools to help steer your family business founder clients down the emotionally fraught path of succession planning. You’ll learn about the nuance and finesse to the 3 key stages of family business succession planning: -Selecting the successor -Grooming the designated successor -Communicating the succession plan

There is much guidance to those creating a trust on who they should select to be trustee, but there is very little advice to those named as trustee to help them determine whether to accept the appointment, and how to manage their fiduciary relationship with the trust beneficiaries. Susan will share her Top 10 Tips for Trustees to help you avoid getting sued, including: -Understand Control Issues -Use a Team Approach -Communicate With Beneficiaries