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About Suzy
Suzy Peterfriend Ross is the founder, president, and CEO of Family Legacy, Inc. She is a speaker, consultant, and author who specializes in helping financial institutions provide services to the extremely affluent. Suzy acted as an advisor to a number of trust companies and financial institutions to develop communication between their wealth management platform and family offices. She was an Executive Advisor to Synovus Family Asset Management and helped develop the Wealth with Responsibility retreats for Bankers Trust.
Suzy is the co-founder of the Family Advisory Council, a monthly roundtable discussion group that works with family offices, their families and advisors on issues of governance, philanthropic goals, and methods of intergenerational wealth transfer. In 2005, her Council was nominated for the Family Group of the Year at the High-Net-Worth Industry Awards sponsored by Private Asset Management (Institutional Investor News).
When working with her consulting clients, Suzy creates training programs and business development models that help organizations create their own family office departments. She has spent the last 25 years working internationally with large financial institutions, including Marsh McLennan, to help advisors understand both the needs and the type of services their ultra-affluent clients demand.
Suzy is the co-author of Mommy are we Rich?, a book that teaches parents how to communicate with their children about financial issues. She is a contributor to Michael Mendelsohn's Life is Short, Art is Long- Maximizing Estate Planning Strategies for Collectors of Art, Antiques and Collectibles (Wealth Management Press 2007). She has authored numerous articles including "Private Wealth Management" (published in London) and "Making Wealth Matter-Philanthropy and Family", and columns published in Art of the Times magazine. Suzy has been a frequent guest on WXEL's "Wealth and Wisdom" and is a speaker at international conventions and conferences.
She is a trustee of The Art & Culture Center of Hollywood.
Awards:
- Nominated for the Family Group of the Year Award at the Fourth Annual High-Net-worth Industry Awards. (September, 2005)
- Star Award for volunteerism with FAB! (May 2006)
Presentations
- "The Art of Collecting" Feb 4 and "Empowering the Next Generation and Family Bonding", Feb 5, 2008, Campden Publishing, Miami, FL
- "Selecting and Developing You're Advisory Team When Art is Involved", Women, Wealth & Wisdom, Oct. 4, 2007
- "Transitioning the Family Office," Campden Publishing, Oct 10, 11, New York, 2007
- "Art Succession Planning," AAA - CPA, Educational Forum, Washington, D.C., Nov. 9, 2006
- "The Tax Question," Southampton Fairmont, Bermuda, October 22 - 24, 2006
- "Wealth Alliance," Miami, FL, March 2005
- "Multi-Family Office Structuring," Atlanta, GA, March 2005
- "Family Office Structuring," Sea Island, GA for RADA, April 2005
- "Choosing the Right Trustee," Family Advisory Council, May 2005
- "Understanding the Family Office - What Advisors Need to Know," Miami, FL, September 9, 2004
- "Do Children Manage Money, or Does Money Manage Children?" South Florida Financial Planers, September 14, 2003
- "Past, Present, and Future - Understanding the Objectives of Entrepreneurial Wealth," Harris Bank, May 1, 2002
- Seminar, "Women, Wealth, and Power," Commercial Real Estate Women (CREW), October 10, 2002
- "Wealth Management Forum," Coral Gables, FL, November 8-10, 2001
- AIMR Presentation, "Children of Wealth," October 7, 2001
- IIR Conference, Round Table Discussion, "Philanthropy and the Role of the Family Office," December 13, 2000
- "Marketing Investment Services to High-Net-Worth Individuals: Family Offices and the New-Found Wealth," New York, NY, March 16-17, 1999
- "Innovations in Private Wealth Management," New York, NY, October 26-28, 1998
- "Wealth Management Forum," Coral Gables, FL, November 8-10, 1998
- "Summit on Women and Wealth," San Francisco, CA; New York, NY, August 11-12 and September 8-9, 1997
- "Conference on Wealth Transfer," Cleveland, OH, March 11, 1996
- "Innovations in Private Asset Management," New York, NY, September, 14-15, 1995
- "Employer-Sponsored Plans," November 9-10, 1995
- "Wealth Management Forum," New York, NY, September 14-15, 1995
- "Marketing Investment Services to High-Net-Worth Individuals," New York, NY, January 19, 1995
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Publications and Articles:
• Contributor to Michael Mendelsohn's Life is Short, Art is Long- Maximizing Estate Planning Strategies for Collectors of Art, Antiques and Collectibles (Wealth Management Press 2007)
• Monthly columns in Art of the Times "(2005 and 2006)
• Coral Gables Trust Newsletter - various articles on succession planning when art is involved (2007)
• Mommy, Are We Rich? Talking to Children about Family Money, a guide for parents, co-authored with Barbara Hauser, (Mesatop Press 2001)
• "Issues in Wealth Transfer Planning - an Advisor's Guide to Integrated Estate Planning and Private Placement Life Insurance Strategies," co-authored with Gerald Nowotny, 2002
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