Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA, is an Award-winning Family Wealth Keynote Speaker and Advisor on the human side of wealth for ultra-high-net-worth families and their trusted advisors. A self-described “recovering” Trusts & Estates attorney and CPA, she spent nearly 15 years as a Principal at Bessemer Trust serving UHNW families before becoming Family Ambassador to a $600 million single-family office.
Today, she serves as a conflict-free thought partner on the human issues of wealth, offering no investment, tax, or legal advice and selling no products. Susan brings unfiltered, actionable insight to the conversations that matter most: legacy, stewardship, family governance, philanthropy, and leadership succession.
She combines decades of real-world experience, compelling stories, and practical frameworks that audiences can immediately apply to their own families and clients.
Susan’s passion is helping families and their professional advisors with the tools to take them to their full potential.
