Workshops & Speaking Engagements

Sue Schwartzman guides high net worth individuals and families to navigate and communicate about money, values, leadership, philanthropy and raising well-grounded kids within wealth.

Sue works with individuals and families-including first-time wealth earners and inheritors—helping them uncover their values, purpose, family story, and a philanthropic strategy that leads to meaningful impact.

With a Masters of Education from Stanford University, Sue takes a distinct learn-by-doing approach to philanthropy that is informed by her decades-long teaching of hundreds of kids and young adults.

She pioneered internationally recognized teen philanthropy programs—and a Seventh Grade curriculum that is still used in many Jewish and secular schools—that together have raised more than $5MM in youth-generated philanthropy.

A 21/64-certified multi-generational family trainer, speaker, and advisor, Sue is a master at giving voice to all generations around the family philanthropy table, and at connecting family members in new and lasting ways.

Sue is a current CAP (Chartered Advisor in Philanthropy) candidate with the American College of Financial Services.

Working with hundreds of youth, parents, and unique families last year, Sue travelled for a National Speaking Tour with Goldman Sachs across the USA with stops in Miami, New York, Dallas, Atlanta, Denver, Boston, Palo Alto, Chicago, and San Francisco.

Sue is now offering her speaking and facilitation services online for virtual events and interactive workshops.

most popular topics include:

• Raising Well-Grounded Kids With Wealth

• Making Room for Generational Voices in Family Business or Philanthropy

• Raising Kids Who Care

• Helping Families Use Wealth to Achieve Their Highest Purpose & Potential

• Professional and Probing Questions and Activities that move families toward being their best selves with wealth

• Give Well- what does this mean and how do you get there?

Topics for advisors:

• CLIENT INTEGRATION:

  We provide tools and tips for professional teams on how to speak with their clients about philanthropy— helping them articulate who they are, what they care about, and what they want to achieve.

• NONPROFIT ADVISING:

  We vet and recommend nonprofit organizations that fall into your clients’ funding interests.

• FAMILY WORKSHOPS:

  We coach clients on productive ways to have open conversations with their children about wealth and provide tools for raising well-grounded children amidst wealth.

• NEXT GENERATION TRAINING:

  We help families train the next generation of wealth holders,
  and guide decisions on appropriate budgets, gifts, and financial access and acumen based on age.

for advisors- SCHWARTZMAN ADVISING CAN WORK WITH YOU TO PLAN AND FACILITATE Value-add events for your high net worth clients:

PAST EXAMPLES:

• ANNUAL DONOR ADVISED FUND GATHERING:

  For clients of high net worth or those with DAF’s or Foundations above a certain value, encourage them to get the most from their experience working with you by offering education or workshops on topics or issue areas they are interested in.

  Examples: Relationships and Wealth, Creating Rituals To Use Your DAF, Bringing all Generations Successfully Around the Philanthropy Table, Making Room for Generational Voices, Family Philanthropy Practices for the Long Haul. Best Practices for Funders, Best practices in Teen Philanthropy.

• POP-UP GIVING NIGHT

  Host a Pop-up Giving Night centered around local kids in need- one cause, three organizations, and some giving decisions. We encourage getting your client’s kids and youth involved in the planning of this event.

• MAXIMIZING CHARITABLE CONNECTIONS

  Maximize your existing charitable connections by creating client opportunities to meet the movers and shakers in their interest area.

• FAMILY NIGHT

  Host a Family Night where clients and their families can choose the sessions they are interested in: learning to budget and keep it on Quick Books- financial literacy for all ages, stock market basics- let’s invest, Give Well session, kids and family talk about next steps for their giving.

some of our most RECENT workshops:

Podcast interviews:

S1:E13 | Family Rituals and Practices that Set the Stage for Discussions of Enoughness, Generosity, and Purpose at an Early Age

Guest Speaker(s): Sue Schwartzman, Principal, Schwartzman Advising

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

Learn a few simple rituals and practices that encourage young people to be generous, explore purpose and passion, and even begin to understand their place in the world. These practices allow young people to pair the power of questioning with the power of giving. It offers them a safe space to explore big ideas such as, “Am I enough?”  “What is enough?”  and lets them know that adults are interested in what they have to say.

https://purposefulplanninginstitute.com/podcasts/s1e13-family-rituals-and-practices-that-set-the-stage-for-discussions-of-enoughness-generosity-and-purpose-at-an-early-age/

Enterprising Family Podcast : Raising Well- Grounded Kids Amidst Wealth

AS SEEN IN

if you would like Sue to speak, facilitate a workshop, or attend your event, contact us below: