Hosting a Family Meeting — in conversation with Susan Schoenfeld
Jul 15, 2020
Susan Schoenfeld, CEO of Wealth Legacy Advisors LLC, was a guest on a recent episode of the Stages podcast hosted by Emily R. Grace of Bernstein Private Wealth Management.
Now, more than ever, it is important for families to connect and talk about governance and legacy, and the things that matter most. Susan shares some tips and techniques to help families of wealth with the who, what, where, when, and why of family meetings. She focuses on remote family meetings in today’s era of social distancing.
