Breakfast Meeting | Families and Wealth: A hard look at soft issues
22 September 2016
Citco Corporate Services Inc hosted a breakfast on “Families and Wealth, a hard look at soft issues” at the Citco Gateway office in New York. The event was attended by representatives of private funds, family offices as well as private practitioners and it covered a range of topics dealing with the complexities of estate planning for families and family owned businesses.
Susan Schoenfeld is CEO and founder of Wealth Legacy Advisors LLC, which serves as thought partner to families of wealth through personal attention and human spirit. Services include Stewardship, Succession, Philanthropy, Next Generation Coaching and Education, and Managing Fiduciary Risk. She is an Attorney and CPA, with deep experience as an advisor to families and family offices on matters of generational wealth transfer, estate planning and education on the personal issues of wealth. Previously in her career, she was the Family Ambassador at a private Single Family Office and she was Principal of Bessemer Trust for more than 14 years.
Susan is a member of AFHE (Attorneys for Family-Held Enterprises), Family Firm Institute (FFI), American Bar Association, New York State Bar Association, and the New York City Bar Association, and is a former Board Member of the New York Philanthropic Advisors Network (NYPAN). She is Past Chair of the Family Office Committee, the Estate Planning Committee and the Tax Division Oversight Committee of the NYS Society of CPAs. In addition to her CPA, Susan was awarded an LL.M. (in Taxation) from NYU School of Law, a J.D. from Pace University School of Law, and BBA (summa cum laude) and MBA (with distinction) degrees in Accounting from Pace University.
Gio Maso is Head of Business Development in North America for Citco Fund Services, with specific focus on helping Family Offices find solutions to their portfolio administration needs. Gio is a Fellow member Australian Society of CPAs.
Eric van Aalst is President of Citco Corporate Services Inc., a New York subsidiary within the Citco Group of Companies, an international provider of corporate and fund administration services. He is a member of several professional organizations, including the Society of Corporate Secretaries and Governance Professionals and the American Corporate Counsel Association.