Wealth Legacy Advisors Named Finalist in 5 Categories at 12th Annual Family Wealth Report Awards 2025
Susan R. Schoenfeld
Award-Winning Thought Partner to families of wealth & Public Speaker to the financial industry who serve them -or want to!
Wealth Legacy Advisors LLC, nationally recognized thought-partner to UHNW families and their trusted advisors, is thrilled to announce that it has been designated a finalist in 5 separate categories at The 12th Annual Family Wealth Report Awards.
We are honored to have been included in the list of finalists in these categories:
? Leading Individual (Service Product Provider) – Susan R. Schoenfeld
? Outstanding Contribution to Wealth Management Thought Leadership (Individual) – Susan R. Schoenfeld
? Women in Wealth Family Office (Individual) – Susan R. Schoenfeld
? Family Wealth Counselling
? Concierge/ Specialist Service Firm
Winners will be announced at a black-tie gala presentation dinner on May 8, 2025. The Family Wealth Report Awards recognize expert services for private family wealth firms. The awards reward achievement and showcase best-in-class providers.
Co- Founder, Executive Chairman & CIO at OUR FAMILY OFFICE INC.
1 周Well done and well earned! Wishing you best of luck.
Partner at Citrin Cooperman
1 周Hi, congratulations. Hope all are well
Forensic Accountant and Litigation Consultant
2 周Congratulations Susan, your success is well deserved.
Investor | Non Performing Notes | First Mortgages | Rehab Funding | Multi Family | TEDx Speaker | Entrepreneur | CEO | CFO
2 周Heartiest congratulations and very well deserved.
Workplace Chemist | Leadership Strategist for Organizations Looking to Increase Ownership Across the Organization | CBW? Team Productivity and Skill Leverage Process | Board Leadership| Author | Dog Lover | Foodie
2 周Well done Susan!