Peterfriend, Suzy
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(Article) The Family Advisory Council: 21 years of valuable closed-door discussions
01.06.2017
Twenty-one years ago Barbara Hauser and Suzy Peterfriend had an informal meeting in New York of several key advisers to well-known family offices. The meeting, arranged by Suzy, had as its purpose to introduce Barbara to other key advisers as she began a new role advising a billionaire and his family office on how to keep his multitude of businesses under family control, for generations and with harmony. That small meeting grew into a pattern of similar meetings, with its own name ?The Family Advisory Council?. In their article the authors explain how the meetings work and why they have been so successful. The group is now in its 21st year of meetings. Family offices are often isolated; these discussions provide a forum for sharing information and experiences. Their hope is to encourage other groups, around the world, to form similar groups. They are happy to be a resource. -
(Article) Family office profile
01.06.2017
The PT Family Office (Miami and Guatemala), interview with Rodolfo Paiz. -
(Article) Mommy, are we rich? - millennials and money
01.12.2019
The authors of the book ?Mommy, are we rich??: Talking to children about family money, Suzy Peterfriend, Florida, USA, and Barbara Hauser, Minnesota, USA, have looked at the advice they gave to parents of five-year-olds some 18 years ago. Those children are now millennials. The authors interviewed a number of them for this article. Their findings include: Our millennials already have access to a wealth of information, some say it is an overload. They live in complex social networks enabled by the ubiquitous iPhones. They ask questions of each other and lean on reviews from friends. So they are not asking parents as many money questions. But they do have thoughts and worries about money. They include three of their original chapters and add the new learnings about millennials at the end of each one.