Teaching Financial Literacy- Susan Schoenfeld

Talking Trends
2 min readJun 6, 2022
Susan Schoenfeld

Susan R. Schoenfeld, CEO, and Founder of Wealth Legacy Advisors LLC serves as a ‘thought partner’ to families of wealth through personal attention and the human spirit. Susan is an award-winning Thought Leader; she provides guidance on legacy, next-generation, stewardship, governance, leadership succession, and philanthropy. Susan spoke at Opal Group’s Governance and the Single-Family Office Panel at the Virtual Family Office and Private Wealth Forum.

“Financial literacy is a lifelong education.

“With the little ones you can work on things like basic compounding of interest. However, there are so many different components of financial literacy to teach your children at every stage along the way from little ones all the way up through their adult years.

“So yes, financial compounding is an important aspect of financial literacy, but it’s really one small pebble in a giant pond of teaching them everything that there is to know about being good and responsible stewards of their family’s wealth.”


Susan Schoenfeld, a public speaker & thought partner to families of wealth and their advisors, is an author and award-winning thought leader. Susan’s decision to switch from being a successful estate planning attorney and CPA to become a trusted family advisor and thought partner was inspired by families of wealth asking her searching questions beyond estate tax planning. As a conflict-free advisor who provides no investment, tax, or legal advice and sells no product, Susan shares her insights directly with wealthy families and with financial services experts. She is active as a keynote speaker and a leader of break-out sessions and workshops at conferences throughout the US.



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