Meeting Planners - Susan R. Schoenfeld Family Wealth Speaker

Why Susan?

Top 5 Reasons Why Susan is the Perfect Fit to speak at your conference

5. Drama-Free

No diva-like demands, Susan is flexible and a breeze to work with during every step of the process.

4. Super-Responsive

Emails, Phone calls and Text messages will be responded to the same day (usually within the hour, unless Susan is with a client or on a plane).

3. Actionable Take-Aways

Your audience will be empowered with specific concepts and techniques that they can take back to their desks and make a difference right away on how they attract and serve clients.

2. Client-Focused

Susan will tailor her presentation to meet the needs of your client, and the challenges and opportunities facing your audience.

1. Relatable Storytelling

Susan’s presentation is approachable, and is delivered through real-life storytelling, not boring PowerPoint presentations, that helps your audience retain the message.

Susan Schoenfeld is a Family Wealth Keynote Speaker on the human side of wealth who helps family offices, wealth management firms, and multigenerational families strengthen governance, prepare rising generations, and build enduring family legacies.

What makes Susan different?

Former trusts & estates attorney and CPA
Former executive at Bessemer Trust
Former Family Ambassador to a single family office
More than a decade speaking 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

“Our audiences love her insight and actionable takeaways, and our in-house event planners love her flexibility and responsiveness.” — Opal Group

“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, CFP®, Managing Partner, HORAN Wealth, Cincinnati, OH

Resources

SPEAKER ONE-SHEET

Feel free to download Susan’s Speaker One-Sheet, and to contact Susan to discuss your upcoming conference, client/advisor event, or retreat. Susan will personally respond to you the same day.

HEADSHOTS

Below please find links to different resolutions of Susan Schoenfeld’s headshot.

1) Susan Schoenfeld 8 x 10” high resolution (for print) (2400 x 3000) (1,477 kb)

2) Susan Schoenfeld 2000 dpi low resolution large image (for web) (1600 x 2000) (493 kb)

3) Susan Schoenfeld low-resolution square jpeg (square) (500 x 500) (201 kb)

4) Susan Schoenfeld low resolution jpeg – different photo (557 x 610) (117 kb)

VIDEOS

There are multiple ways to access, view and share Susan’s speaking video. Feel free to link directly to Susan’s YouTube channel, embed the video directly on your site, download the video and upload to a video sharing service of your choice, or access and share it in any other way.

Susan’s Speaker Video on YouTube

DOCUMENTS

Schoenfeld Biographies (PDF – 227 kbs)
Schoenfeld Speaker Stage Intro (PDF – 118 kbs)
Schoenfeld AV Preferences (PDF – 107 kbs)

Continue Exploring

Whether you’re planning a conference or looking for resources on multigenerational wealth, you may also find these pages helpful:

Family Wealth Keynote Topics — Explore Susan’s signature keynote presentations, audience outcomes, and the issues she addresses for multigenerational UHNW families, family offices, wealth management firms, and professional advisors.
Testimonials — What clients say about recent conferences, organizations, and events where Susan has presented.
About Susan — Learn more about Susan’s background and approach to helping families thrive across generations.
Contact Susan — Discuss your upcoming conference, retreat, or client/advisor event.
Family Wealth FAQs — Answers to common questions about governance, succession, philanthropy, family meetings, and legacy.