"THE EXIT" is of podcast focused on educating business owners on the sale process of their business and the key components of maximizing the Enterprise Value of the business. A must before selling your business. Hear from skilled advisors and other business owners about how to prepare and avoid the most common pitfalls.
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"THE EXIT" is of podcast focused on educating business owners on the sale process of their business and the key components of maximizing the Enterprise Value of the business. A must before selling your business. Hear from skilled advisors and other business owners about how to prepare and avoid the most common pitfalls.
How to Have The Family Governance Conversation Around Wealth Transfer
THE EXIT PODCAST
38 minutes 47 seconds
5 years ago
How to Have The Family Governance Conversation Around Wealth Transfer
Listen to this telling discussion with Susan Schoenfeld, CEO and founder of Wealth Legacy Advisors LLC. On this podcast Susan will discuss the challenges business owners face dealing with multi-generational wealth and the tricky conversations around wealth transfer.
Susan is a self-described “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. After leaving Trusts & Estates law, she ran the trust administration department for 14 years at a white-shoe ultra-high net worth trust company, and then was Family Ambassador for a $600 million single family office. Susan’s passion is helping families — and their provider organizations — with the tools to take them to their full potential.
THE EXIT PODCAST
"THE EXIT" is of podcast focused on educating business owners on the sale process of their business and the key components of maximizing the Enterprise Value of the business. A must before selling your business. Hear from skilled advisors and other business owners about how to prepare and avoid the most common pitfalls.
