Wednesday, November 4, 2026
4:30 to 6:30 p.m.
Center for Philanthropy
700 S. Dixie Highway
West Palm Beach, FL 33401
The technical plan is only half the job. The other half is helping clients navigate the human dynamics that determine whether it actually works.
Too often, advisors are trained to lead with the pitch book: performance, products, and plans, while the issues that truly keep client families up at night go unaddressed. In this session, Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA, draws on her background as a Trusts & Estates attorney, CPA, and Family Ambassador to a $600 million single family office to equip advisors with the tools to deepen client relationships and add lasting value.
Advisors will learn how to help clients:
- Navigate decisions around how much to give the next generation, and when, and how much to disclose about family wealth
- Understand and apply the equal vs. equitable debate in estate and succession planning conversations
- Recognize the wealth dynamics that shape how families communicate, govern, and transfer what matters
- Approach prenuptial agreement conversations in ways that preserve family harmony
- Build effective family governance structures and productive family meetings that function across generations
- Position family philanthropy as a strategic tool for values-based wealth transfer
Advisors will leave with a practical framework for becoming a trusted thought-partner to their client families: not just a technician, but a guide through the human side of wealth.