Susan Schoenfeld, an expert advisor to families of wealth, was interviewed by Brett Dearing of BXO Business Owners Exchange on his podcast “The Exit”. The podcast focuses on growth, preparedness, and transition for privately-held and family-owned businesses. This discussion is centered around family meetings in the time of COVID, as well as the challenges business owners face dealing with multi-generational wealth and the tricky conversations around wealth transfer.
Susan delves into how tough it can be for parents to discuss finances with their children, how to have successful family meetings, and the uniqueness of each family.
You can listen to the entire podcast here:
Public Speaker & Thought Partner to families of wealth and their advisors