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Latest from Susan R. Schoenfeld

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Estate Planning

Embracing Diversity and Inclusion Embracing Diversity and Inclusion

byBrett Dearing, Susan R. Schoenfeld

Feb 25, 2021

8 Min Read

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Philanthropy

Tips for Giving While Living Tips for Giving While Living

bySusan R. Schoenfeld, Lauren Katzowitz Shenfield

Oct 3, 2017

5 Min Read

All from Susan R. Schoenfeld

High Net Worth

Easing Family Office Leadership Transitions

Sep 6, 2016

6 Min Read

bySusan R. Schoenfeld

Business Planning

Family Office Succession Planning

Aug 2, 2016

9 Min Read

bySusan R. Schoenfeld

Philanthropy

Top Five Traits of Effective Family Philanthropy

May 13, 2016

5 Min Read

byRebecca A. Meyer, Susan R. Schoenfeld

Philanthropy

Charity Should Begin at Home

Sep 29, 2015

10 Min Read

bySusan R. Schoenfeld

Estate Planning

Ten Tips for Prospective Trustees

Jul 20, 2015

11 Slides

bySusan R. Schoenfeld

Estate Planning

Should You Be Trusted?

May 27, 2015

11 Min Read

bySusan R. Schoenfeld

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Larry Restieri and Bob Oros Hightower

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Hightower CEO Bob Oros To Step Down

Feb 11, 2025

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Wealth Managers and RPA Advisors

Why convergence is coming and what it means.

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