Best Governance Practices for Family Offices
Susan R. Schoenfeld
![Susan R. Schoenfeld]()
Susan R. Schoenfeld
Award-Winning Thought Partner to families of wealth & Public Speaker to the financial industry who serve them -or want to!
Read this short piece discussing?the importance of Best Governance Practices for Family Offices, as published in Inspiration and Insights online magazine on October 10, 2024, also a brief video clip.
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CEO @Seriatim // We help trusted advisors know what their clients own.
4 个月An excellent resource, thank you.
Align your resources with your values | Wealth Management | Project-Based Wealth Planning | Financial Education Keynote & TEDx Speaker | Founder & Managing Director, Created Wealth Advisory
4 个月Fabulous!
President, Wealthspire Trust
5 个月Effective communication of the intent for the wealth transfer is extremely important yet often overlooked. Thanks for sharing the perspective.