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Why you should book Susan Schoenfeld for your next event

  • Susan’s presentation is approachable, and is delivered through real-life storytelling, not boring PowerPoint presentations, that helps your audience retain the message.
  • Susan will tailor her presentation to meet the needs of your client, and the challenges and opportunities facing your audience.
  • 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.

Elevate your organization with insights from award-winning thought leader Susan Schoenfeld, a nationally recognized keynote speaker who bridges financial expertise with the human side of wealth. Susan empowers financial firms and families to address critical challenges like legacy planning, next-generation engagement, governance, and leadership succession. By fostering stronger client relationships and creating lasting impact, she provides actionable strategies to help organizations and families achieve their full potential.

Read the full profile: Susan Schoenfeld

Non-binding request for Susan Schoenfeld

Keynotes

Keynote by Susan Schoenfeld: Family Wealth - A hard look at the "soft issues"

A motivational discussion of the “soft issues” of the Ultra-High-Net-Worth community, for UHNW families and the professionals who serve them — or want to!

  • 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
Request a quote: Susan Schoenfeld Family Wealth - A hard look at the "soft issues"

Keynote by Susan Schoenfeld: Family business (or family office) Succession Planning

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.

Request a quote: Susan Schoenfeld Family business (or family office) Succession Planning

Keynote by Susan Schoenfeld: Top 10 tips & traps for trustees

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.

Request a quote: Susan Schoenfeld Top 10 tips & traps for trustees

Susan Schoenfeld

Insights on Emotional Wealth Management

Keynote Speaker Susan Schoenfeld is a nationally recognized thought leader specializing in the human side of wealth management. As CEO and founder of Wealth Legacy Advisors LLC, Susan brings decades of experience as a “recovering” attorney, CPA, and advisor to ultra-high-net-worth families and the organizations that serve them.

Susan Schoenfeld brings a unique combination of financial services, family office, estate planning law and entrepreneurship experiences to any project, and helps ultra-high net worth families, family offices, and their provider organizations create a family-centered culture around the human issues of wealth to boost morale, new business and the bottom line.

When you book Susan Schoenfeld for your event, you’re tapping into her award-winning expertise and unique ability to bridge financial strategies with emotional intelligence. A regular on the national speaking circuit, Susan has helped countless financial services firms transform client relationships by connecting with the human side of wealth—boosting trust, morale, and business growth.

Susan’s keynotes deliver actionable insights and practical tools tailored to the needs of B2B audiences, from wealth advisors to family offices. With a dynamic and engaging style, she equips organizations to strengthen their client connections and create lasting impact. Book Susan Schoenfeld for your event and empower your team to tackle the human issues of wealth with confidence and clarity.

Susan Schoenfeld Speaker Video

Watch Susan Schoenfeld Speaker Video in action!

Non-binding request for Susan Schoenfeld

Need help?

Phone: +1 347 223 5128

Email: contact@a-speakers.com