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. Her presentations combine practical frameworks, real-world stories, and actionable strategies that strengthen family governance, prepare rising generations, and preserve family harmony.
Organizations that invite Susan to speak:
- Family Offices, Wealth Management Firms, Private Banks, RIAs and Trust Companies – client events and key employee retreats
- Family Business Conferences and Family Office Organizations
- Estate Planning Councils
- Community Foundations and other Philanthropic Organizations
Audiences leave with practical strategies to:
- Boost client engagement to attract and retain their most important clientele
- Build stronger family governance
- Navigate difficult family wealth conversations
- Prepare rising-generation leaders
- Preserve family harmony
- Create meaningful family meetings
- Align wealth with shared family values
- Strengthen family legacy
Organizations that want to explore these topics in greater depth can also browse Susan’s Family Wealth FAQs, where she answers common questions about governance, family meetings, legacy, succession, and multigenerational leadership.
Susan’s most requested topic!
Family Wealth: A Hard Look at the “Soft” Issues
The human issues that keep UHNW families up at night: communication, stewardship, and preparing the next generation.
Ideal audience
Clients, Donors, Family offices, Wealth advisors, Estate planners, Private banks, Other Professional Advisors
Audience learns
- How much to give the children/grandchildren, and when? How much to tell them about the family wealth, and when?
- The equal vs. equitable debate – Why treating heirs equally isn’t always fair, and how families can navigate the difference.
- Communication is Everything – Exploring the wealth dynamics that shape how families communicate, govern, and pass on what matters.
- How to Maintain Family Harmony When Discussing Prenuptial Agreements.
- Family Governance – Practical strategies for creating productive family meetings, improving communication, and building governance that works across generations.
- Family Philanthropy – How to use as a tool to teach and develop family values.
Length
45–120 minutes
Available as a keynote or workshop, or a blend of the two.
“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
Families interested in implementing these concepts often begin with conversations about family meetings, decision-making, and shared values. Susan discusses these topics in greater depth in her Family Wealth FAQs.
Practical strategies for creating productive family meetings, improving communication, and building governance that works across generations.
Navigate the emotional dynamics of leadership transition while preserving family relationships, business continuity, and long-term legacy.
Continue Exploring
Whether you’re planning a conference or looking for resources on multigenerational wealth, you may also find these pages helpful:
- For Meeting Planners — Everything you need to make your hiring process easier: Speaker One-Sheet, Headshots, Speaker Video Reel, Bios and more.
- 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 event.
- Questions Behind the Hardest Conversations in Family Wealth — Answers to common questions about governance, succession, philanthropy, family meetings, and legacy.