October White Paper

Defining Your Family Legacy: It's a Family Affair

by Susan Schoenfeld

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Next Webinar: 

Women and Wealth: A Hard Look at the "Soft Side"

with Susan Schoenfeld

Reflect back to your childhood, and your young adulthood. Think about the family stories you heard, about your ancestors who came here from another country, or who created the wealth that you may have inherited, and what those stories said to you about who you are and where you come from, and what your family values and prioritizes. Now look forward, and think about the values, culture and history you are communicating, or will communicate, or want to eventually communicate, to your future generations. That is your family legacy. It's often not comfortable for a family to sit down and talk about its values and its wealth. If we don't make a conscious effort to think about our family's legacy in a formalized way, it's an easy conversation to put off.

In fact, most parents report that they would rather have the "sex talk" with their kids than the "money talk."

Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA is CEO and founder of Wealth Legacy Advisors LLC, which provides objective advice to families of wealth through personal attention and human spirit. Services include Stewardship, Succession, Philanthropy, Next Generation Coaching and Education, and Fiduciary. She is an Attorney and CPA, with deep experience as an advisor to families and family offices on matters of generational wealth transfer, estate planning and education on the “personal issues of wealth”. 

 Webinar: Tuesday, October 21, 2014        schoenfeld photov2

11:00 AM - 12:00 PM EST

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