“One of the few women on the national speaking circuit who is guiding financial services firms and their clients to connect with the human side of the client relationship.”
Family Wealth Report Awards 2020
- Family Wealth Report Awards 2020
Chris Cobb, Wells Fargo Advisors
“As an advisor who deals with money behavior issues each and every day, it was great to have Susan speak at a recent client event of mine. Not only is she articulate and to the point with her message but she really shares a unique angle of openness to the fragile topic of Family ‘money talks.’”
- Christopher Cobb, Senior Vice President – Investments
Wells Fargo Advisors
Opal Group
“Susan nails it every time! She first spoke at Opal’s Annual Family Office & Private Wealth Management Forum back in 2014, and we’ve invited her back to speak every year since. Our audiences love her insight and actionable takeaways, and our in-house event planners love her flexibility and responsiveness.”
-Doug Borths (former) SVP, Head of Production
Opal Group
The Dallas Foundation
“We were honored to have Susan as a keynote speaker at our professional advisor seminar. Her presentation was exceptionally well-received. Susan’s insights resonated deeply with professionals across various disciplines, including attorneys, financial advisors, CPAs, and wealth planners.
Attendees were not only impressed by the rich content but also captivated by Susan’s skillful integration of storytelling and practical exercises. These elements effectively underscored key concepts and provided actionable advice for implementation in their respective practices.
Due to the overwhelming positive feedback, we are enthusiastic about inviting Susan back to address other targeted groups. Without hesitation, I highly recommend considering her as a speaker for your upcoming event or conference. You will undoubtedly find her expertise and delivery both insightful and engaging.”
- Gary Garcia, Vice President of Philanthropic Partnerships
The Dallas Foundation
Michael Napier, HORAN Wealth
“Susan Schoenfeld delivered an insightful and engaging talk to some of our firm’s top clients, focusing on family governance and strategies for growing a lasting family legacy. 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, Managing Partner
HORAN Wealth
Mike Taylor Consulting
“Susan Schoenfeld is a gifted storyteller who blends expertise, experience, and insight in a way that draws people in—and moves them forward. Her keynote at our recent event for affluent families and business owners was met with universal appreciation from clients, our internal team, and outside experts alike. Susan has a rare ability to make complex topics feel clear, relevant, and actionable. Thanks to her contribution, our event was elevated and made more valuable for everyone in the room. She brought the same clarity and impact when speaking to one of our city’s most respected philanthropic organizations.”
-Mike Taylor, Founder & Chief Strategist
Mike Taylor Consulting
Collier Community Foundation
“Susan delivered an exceptional and deeply meaningful presentation to our fundholders and professional advisor community. Drawing on her extensive experience, she offered clear, thoughtful perspectives and practical strategies that genuinely connected with our sophisticated audience. Her remarks were both compelling and timely, equipping donors and advisors with actionable ideas for navigating the complex intersections of family wealth, legacy, and philanthropic decision making.”
- Julie Van Tongeren, Vice President of Development
Collier Community Foundation
Cincinnati Estate Planning Council
“It was a true pleasure to host Susan Schoenfeld for our recent Cincinnati Estate Planning Council event. Susan’s presentation was not only insightful and engaging, but also keenly relevant to the challenges and opportunities facing families of wealth today. We especially appreciated the thoughtful prompts and the interactive working session, which sparked meaningful conversations and led to key action items we’re now implementing in our practices. Susan brings a rare blend of technical expertise and human connection that elevates every conversation. I highly recommend her as a speaker and thought partner in the wealth advisory space.“
-Rachel Rasmussen, CFA, CDFA
President of Cincinnati Estate Planning Council, and Investment Manager, Shareholder of Foster & Motley
Central NY Community Foundation
“We were so happy to have Susan Schoenfeld present for our virtual Annual Professional Advisor Virtual Continuing Education Seminar. Her talk, ‘Family Wealth — A Hard Look at the “Soft” Issues,’ really hit home. Susan has such a great way of talking about the human side of wealth: things like family dynamics, communication, and preparing the next generation – in a way that’s relatable, practical and actionable. Susan’s expertise, warmth, and clarity made complex topics accessible and relevant to our professional advisor audience. She kept them engaged from start to finish, and the feedback from our attendees was fantastic!“
- Pragya Murphy, CAP®, MBA, Director of Development & Impact Investing
Central New York Community Foundation
Greater Cincinnati Foundation
“Susan joined us at the Greater Cincinnati Foundation to discuss the importance of family legacy with professional advisors who work with charitable clients. Not only does she understand the unique qualities of community foundations as valuable partners for generous families, but Susan also has both a heart and a mind for philanthropy, and she uses both to truly engage her audience.”
-Michele Carey, Vice President, Philanthropic Strategies
Greater Cincinnati Foundation