A Hard Look at the "Soft" Issues of Family Wealth

Date: Thursday, October 16, 2025
Time: 4:00pm - 6:30pm
Location: The Summit Hotel
Speaker: Susan Schoenfeld

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Discover how to strengthen client relationships 
by focusing on what truly matters.

 

Join us on Thursday, October 16, at The Summit Hotel for an enlightening program with Susan Schoenfeld, CEO & Founder of Wealth Legacy Advisors.

 

A Hard Look at the Soft Issues of Family Wealth.

Susan Schoenfeld will share her experiences and knowledge around how to speak with families about generational wealth, the characteristics of effective family meetings, and succession planning for families and their businesses. She will dive into the challenges that exist in communicating with family members about wealth and some tangible ways we as advisors can help families facilitate these sometimes difficult or uncomfortable conversations. 

 

This will be an interactive session with plenty of time for Q&A.

 

Following the presentation, enjoy a networking mixer with food and an open bar.

 

Space is limited, make sure to reserve your spot now!

 

We look forward to seeing you there!

 

Board of Directors, Cincinnati Estate Planning Council
Event Details

Date:

Thurs., October 16, 2025

 

Time:

3:45 PM - Registration

4:00 PM - Program

5:30 PM - Networking Mixer

6:30 PM - Adjourn

 

Cost:

Members - $20

Non-Member - $60

 

Parking:

Free parking available

Location:

The Summit Hotel
5345 Medpace Way

Cincinnati, OH 45227

 

Deadline to Register:

MON., OCTOBER 13TH

 

Note: refunds will not be given for cancellations received after the registration deadline.

APPROVED CEU Credits*

 

CFP
CPA
KY Legal

OH Insurance
OH Legal

 

*Certificate of attendance available upon request if we do not file a credit you need.
 
 
 

 

Thank you to our Presenting Sponsor!

 


 
 

Thank you to our 
Hospitality Sponsor!

 

 
 



2025-2026 Season Sponsor

We are proud to welcome the

Greater Cincinnati Foundation back as our season sponsor!
 

Susan Schoenfeld

CEO & Founder

Wealth Legacy Advisors, LLC

 

Susan R. Schoenfeld, JD, LL.M. (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 and Professional Public Speaker, she provides guidance on Legacy, Next Generation, Stewardship, Governance, Leadership Succession, and Philanthropy. 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. 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 in 2013 to families of wealth and family offices. 

 

Susan and Wealth Legacy Advisors won the Family Wealth Counseling Award at the Family Wealth Report Awards 2024 for offering "a range of services to families of significant wealth including advising on raising family members, developing leadership succession plans and legacies of family businesses." Susan won the Outstanding Thought Leadership Award at the Family Wealth Report Awards in 2023 and 2018 for “her many pieces of written thought leadership and participation on panel discussions and in interviews,” and was awarded the Women in Wealth Management Award at the Family Wealth Report Awards 2020 for being “one of the few women on the national speaking circuit who is guiding financial services firms and their clients to connect with the human side of the client relationship.” She also won GOLD as Entrepreneurial Woman of the Year at the 2024 Citywealth Powerwomen Awards USA. She regularly writes thought pieces in the family office space, and is on the national speaking circuit across the country from Newport RI to Napa CA, Lexington KY to Birmingham AL, Las Vegas to Dallas, and of course her home town of NYC. 

For more information, visit SusanSchoenfeld.com and WLALLC.com. 

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