CoverProfile

Susan R. Schoenfeld

CEO and founder

Wealth Legacy Advisors

United States, New York, New York

About Me

SUSAN R. SCHOENFELD, JD, LL.M. (Taxation), CPA, MBA is CEO and founder of Wealth Legacy Advisors LLC. She is an award-winning Thought Leader to families of wealth, and Public Speaker to the financial services industry who serve them -- or want to! -- on the human issues that keep families of wealth up at night: legacy, next generation, stewardship, governance, leadership succession, and philanthropy. Based in New York City, 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 adminis

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Profile Information

CEO and founder

Wealth Legacy Advisors

Investment Team,Operations Team

Investor

Multi-Family Office

New York

New York

United States

Jul 25, 2024

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