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Susan Schoenfeld

CEO and Founder of Wealth Legacy Advisors

Speaker's Fee Range : $5,000
Travels From :   NY

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Finance / Banking Global Business CEO / Senior Exec...


  Susan Schoenfeld Profile

Susan R. Schoenfeld, JD, LLM (Taxation), CPA, MBA, is CEO and founder of Wealth Legacy Advisors LLC, which serves as thought partner to families of wealth through personal attention and human spirit. An award-winning Thought Leader, she provides guidance on Stewardship, Governance, Next Generation, Philanthropy, and Managing Fiduciary Risk. Based in New York City, she is a "recovering" Attorney and CPA with deep experience as an advisor to families and family offices on the human issues of wealth, including generational legacy and wealth transfer. Susan's passion is helping families (and their provider organizations) with the tools to take them to their full potential.

After practicing law in both Tax, and Trusts & Estates , Susan was Fiduciary Counsel at Bessemer Trust for over 14 years, then served as Family Ambassador for a private single family office, before launching her consulting practice to ultra-high net worth families and family offices.

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Finance / Banking Global Business CEO / Senior Exec...


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