Episode 67: Raising Stewards of Wealth — Susan Schoenfeld on Family Enterprise

Susan R. Schoenfeld, JD, LLM, CPA, MBA, CEO and founder of Wealth Legacy Advisors, joins R. Adam Smith to explore the human dimensions of multigenerational wealth. Drawing on a career that spans tax law, trust administration, and service as a family ambassador at a $600 million single family office, Susan discusses how families can build governance structures, develop next gen leaders, and navigate the emotional undercurrents that surface around major transactions. From crafting a family enterprise narrative to facilitating consensus through her "good enough" philosophy, Susan makes the case that family estate planning is ultimately about values, stewardship, and preparing the next generation to lead with purpose.