Susan’s most requested topic! A motivational discussion of the “soft issues” of the Ultra-High-Net-Worth community, for UHNW families and the professional advisors who serve them — or want to!
- Families of Wealth – your clients and prospects
- Wealth managers and advisors
- Insurance professionals
- Financial planners
- Estate planners
Topics include:
- How much to give, and when? How much to tell, and when?
- The equal vs. equitable debate
- Communication is Everything
- Prenuptial Agreements
- Family Governance / Family Meetings
- 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.
Six Steps to Planning and Operating a Family Charitable Foundation
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.