What People Say

“Susan nails it every time! She first spoke at Opal’s Annual Family Office & Private Wealth Management Forum back in 2014, and we’ve invited her back to speak every year since. Our audiences love her insight and actionable takeaways, and our in-house event planners love her flexibility and responsiveness.”

“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.”

“We were honored to have Susan as a keynote speaker at our professional advisor seminar. Her presentation was exceptionally well-received. Susan’s insights resonated deeply with professionals across various disciplines, including attorneys, financial advisors, CPAs, and wealth planners.

Attendees were not only impressed by the rich content but also captivated by Susan’s skillful integration of storytelling and practical exercises. These elements effectively underscored key concepts and provided actionable advice for implementation in their respective practices.

Due to the overwhelming positive feedback, we are enthusiastic about inviting Susan back to address other targeted groups. Without hesitation, I highly recommend considering her as a speaker for your upcoming event or conference. You will undoubtedly find her expertise and delivery both insightful and engaging.”

“Grateful for the outstanding thought leadership presented by Susan Schoenfeld at The Dallas Foundation Professional Advisor Seminar. Her expertise in helping clients navigate the complexity of family wealth dynamics was truly insightful and informative. Thank you for sharing your knowledge with us!”

“Susan connected immediately with a diverse audience and held them rapt for the entire presentation. Her points were well supported, not just with data (over which she showed her mastery), but also with real-world, first-person experiences from her personal and professional background. Also importantly, she was a world-class person with whom to work. Our team loved getting to know her and were genuinely delighted at how friendly and pragmatic she was. She’s permanently on our short list of future speakers!”

“Susan spoke to our network of professional advisors about the importance of the ‘soft’ topics when discussing family wealth. Her message hit home with our group, and it helped facilitate some amazing conversation about charitable giving within families of wealth. Her presentation was precise, thoughtful, and provided some amazing takeaways for our network of advisors. We absolutely loved working with Susan and would recommend her to anyone looking for a knowledgeable speaker!”

“Thank you Susan for your fantastic talk at our Marcum Wealth Dimensions meeting. Your insights are spot-on, and the audience just loved it. Everyone was completely engaged.“

“I have known Susan for more than a few years and have been blessed to have formed a wonderful personal and professional relationship together. Whenever someone is in need you can be sure Susan is there to support.

We have worked together on many projects and whether it’s presenting together at a family office event, preparing an educational piece for a client or think-tanking with colleagues around any number of topics, Susan is always energetic and fun! Susan also facilitates a quarterly family office roundtable discussion where the topic is always different and Susan’s unique style of engaging people adds tremendous value to the dialogue.

While I could go on and on praising Susan’s abilities, perhaps it’s simply the willingness, positivity and passion she brings to all her work that is so attractive. I always look forward to calling Susan and saying “We have a project we can collaborate on together!”. It brings such a huge smile to my face.”

“Such great, implementable insights!!”

As an advisor who deals with money behavior issues each and every day, it was great to have Susan speak at a recent client event of mine. Not only is she articulate and to the point with her message but she really shares a unique angle of openness to the fragile topic of Family ‘money talks.’”

“Susan is amazing! She was the coolest person at the conference.”

“Susan spoke at our annual conference, and we invited her back to speak at our regional summer conference. An accomplished speaker, Susan addresses the topics foremost in the minds of family enterprise owners and stakeholders, as well as the attorneys and others who serve them. Her organization and responsiveness from planning through follow-up make her a pleasure to work with.”

“Thank you so much for speaking for our group this morning. It was a fantastic event and I received excellent reviews from audience members so wanted to thank you again.”