Family Wealth - A Hard Look at the "Soft" Issues
Our October meeting is in conjunction with Central New York Community Foundation. It is only via Zoom. Event site
To RSVP, please click here.
Join us for the 2025 Professional Advisor Continuing Education seminar. In this powerful presentation, Susan R. Schoenfeld explores how advisors can deepen their client relationships by addressing the emotional and human aspects of wealth management — the “soft” issues that are often overlooked but critically important to client families.
Too often, advisors focus solely on performance and products. This seminar shifts the lens toward what truly keeps families of wealth awake at night — communication, values, legacy, and family dynamics.
Key Takeaways:
Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA
Susan is an award-winning thought leader and speaker on the human aspects of family wealth. Based in NYC, she is a “recovering” attorney and CPA, and the founder of Wealth Legacy Advisors LLC. Her expertise helps financial professionals and families navigate the often unspoken challenges of legacy, stewardship, and leadership succession.
Learn more at SusanSchoenfeld.com and WLALLC.com.
For additional information on this program and CE credits, please email Pragya Murphy at pmurphy@cnycf.org.
