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Mastering Family Governance: Navigating Wealth and Legacy with Susan Schoenfeld, CEO of Wealth Legacy Advisors
Private Client Risk & Resilience
40 minutes
2 years ago
Mastering Family Governance: Navigating Wealth and Legacy with Susan Schoenfeld, CEO of Wealth Legacy Advisors
In this engaging podcast, Kurt Thoennessen, CAPI, the host of the Private Client Risk and Resilience Podcast, invites Susan Schoenfeld, CEO and founder of Wealth Legacy Advisors, to explore the intricate world of family governance and communication within high-net-worth families. Kurt explains his role as a certified advisor in personal insurance, emphasizing the importance of addressing risks and challenges faced by wealthy clients. Susan, a self-proclaimed "recovering attorney" and CPA with...
