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Wealth Legacy Advisors LLC. Legacy and Stewardship | Coaching and Education | Fiduciary

Legacy and Stewardship: Family's estate planning review – pinpoint gaps and enhance plan in concert with family's legal counsel, with special emphasis on

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Wealth Legacy Advisors LLC. Legacy and Stewardship | Coaching and Education | Fiduciary | wlallc.com Reviews
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Legacy and Stewardship: Family's estate planning review – pinpoint gaps and enhance plan in concert with family's legal counsel, with special emphasis on
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2 Wealth Coaching and Education
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Wealth Legacy Advisors LLC. Legacy and Stewardship | Coaching and Education | Fiduciary | wlallc.com Reviews

https://wlallc.com

Legacy and Stewardship: Family's estate planning review – pinpoint gaps and enhance plan in concert with family's legal counsel, with special emphasis on

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Links | Wealth Legacy Advisors LLC.

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Please visit this page soon to view links to some of our strategic alliances. Wealth Legacy Advisors LLC 212-655-9610 Schoenfeld@WLALLC.com. Designed by Joe Strassler Design.

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Speeches | Wealth Legacy Advisors LLC.

http://wlallc.com/news

Hire Susan to Speak! Upcoming and Recent Presentations. October 26-28, 2016: Opal Family Office Private Wealth West Forum. Speaker on Can Trusts Still Benefit My Family? At the 6th Annual Opal Family Office Private Wealth West Forum October 26-28, 2016. Napa Valley Marriott Hotel and Spa, Napa Valley, CA. September 22, 2016: “Families and Wealth: A Hard Look at Some ‘Soft’ Issues”. Speaker at a breakfast briefing on: “ Families and Wealth: A Hard Look at Some ‘Soft’ Issues. In Newport, RI. 8211; a discus...

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Articles | Wealth Legacy Advisors LLC.

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Family Office Succession Planning: Helping founders who are ready to retire. Susan’s new article, “ Family Office Succession Planning: Helping founders who are ready to retire. 8221; was published in the August, 2016 Trusts and Estates Magazine’s HNW Families and Family Offices Report. The article discusses three important steps of this critical transition. Access the article through this link. Or contact us to request a copy. Top 5 Traits of Effective Family Philanthropy. Or contact us to request a copy.

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About Us | Wealth Legacy Advisors LLC.

http://wlallc.com/about-us

Susan R. Schoenfeld,. JD, LL.M. (Taxation), CPA, MBA. Susan is a member of AFHE (Attorneys for Family-Held Enterprises), Family Firm Institute (FFI), American Bar Association, New York State Bar Association, and the New York City Bar Association, and is a former Board Member of the New York Philanthropic Advisors Network (NYPAN). Fiduciary responsibility: the trustee role and its risks. Family Office Succession Planning: Helping founders who are ready to retire. Should You Be Trusted? Defining Your Famil...

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Community Thought Leaders

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About the Discussion Forums. Preparing Your Business Family Legacy. Communication in the Family Business. Community Thought Leaders and Resources. Harleysville, PA 19438 215-256-5997.

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