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susan r. schoenfeld

FOUNDER AND CEO, WEALTH LEGACY ADVISORS

Susan Schoenfeld is CEO and founder of Wealth Legacy Advisors LLC, which serves as a thought partner to families of wealth. Services include stewardship, succession, philanthropy, next generation education, and fiduciary risk.

Previously, she was the Family Ambassador at a family office, as liaison among its multi-national family members. Ms. Schoenfeld was also a Principal at Bessemer Trust for more than 14 years, where she developed and implemented generational wealth transfer strategies for high net worth families. She also created, developed and facilitated Bessemer’s Women and Wealth workshops, and Next Generation of Wealth workshops. In addition, she ran Bessemer’s donor advised fund, and headed Bessemer’s Trust Administration group.

Ms. Schoenfeld is Past Chair of the Family Office Committee, the Estate Planning Committee and the Tax Division Oversight Committee of the New York Society of CPAs.

Ms. Schoenfeld was awarded a CPA and LLM from NYU, a JD from Pace University School of Law, and an MBA in Accounting from Pace University.