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How to Have The Family Governance Conversation Around Wealth Transfer
Manage episode 272232104 series 2360916
Content provided by Brett Dearing, Certified Exit Planning Advisor, Brett Dearing, and Certified Exit Planning Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brett Dearing, Certified Exit Planning Advisor, Brett Dearing, and Certified Exit Planning Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Listen to this telling discussion with Susan Schoenfeld, CEO and founder of Wealth Legacy Advisors LLC. On this podcast Susan will discuss the challenges business owners face dealing with multi-generational wealth and the tricky conversations around wealth transfer.
Susan is a self-described “recovering” Attorney and CPA with deep experience as an advisor to families and family offices on the human issues of wealth, including generational legacy and wealth transfer. After leaving Trusts & Estates law, she ran the trust administration department for 14 years at a white-shoe ultra-high net worth trust company, and then was Family Ambassador for a $600 million single family office. Susan’s passion is helping families — and their provider organizations — with the tools to take them to their full potential.
23 episodes
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Manage episode 272232104 series 2360916
Content provided by Brett Dearing, Certified Exit Planning Advisor, Brett Dearing, and Certified Exit Planning Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brett Dearing, Certified Exit Planning Advisor, Brett Dearing, and Certified Exit Planning Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Listen to this telling discussion with Susan Schoenfeld, CEO and founder of Wealth Legacy Advisors LLC. On this podcast Susan will discuss the challenges business owners face dealing with multi-generational wealth and the tricky conversations around wealth transfer.
Susan is a self-described “recovering” Attorney and CPA with deep experience as an advisor to families and family offices on the human issues of wealth, including generational legacy and wealth transfer. After leaving Trusts & Estates law, she ran the trust administration department for 14 years at a white-shoe ultra-high net worth trust company, and then was Family Ambassador for a $600 million single family office. Susan’s passion is helping families — and their provider organizations — with the tools to take them to their full potential.
23 episodes
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Similar to THE EXIT PODCAST
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continue reading
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continue reading
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