Family Wealth
A Hard Look at the "Soft" Issues
- Thursday, June 11, 2026 · 8:30–11:00 AM
- The Kingsley · Bloomfield Hills, MI
- Registration closes June 2, 2026
- Co-presented with the Planned Giving Roundtable of Southeast Michigan.
The conversations that matter most aren't about money.
Families of wealth spend considerable energy on financial planning — but the "soft" issues often go unaddressed:
How do you balance equal vs. equitable inheritance?
When do you bring children into the conversation?
What happens when family values and family money pull in different directions?
On June 11, the Community Foundation for Southeast Michigan invites donors, professional advisors, and nonprofit partners to join a rare, honest conversation about the non-financial dimensions of wealth. Susan Schoenfeld — one of the country's most sought-after voices on family wealth dynamics — leads the discussion.
Whether you're building a legacy, advising families who are, or stewarding one on behalf of a nonprofit, this is the conversation you've been waiting to have.
Susan Schoenfeld
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 NYC, she is a “recovering” Attorney and CPA, and “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.” - Family Wealth Report Awards 2020.
Susan’s passion is helping families (and their provider organizations) with the tools to take them to their full potential.
For more, visit SusanSchoenfeld.com and WLALLC.com.