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
Susan R. Schoenfeld
CEO and founder
Wealth Legacy Advisors
United States, New York, New York
About Me
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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