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February 20, 2021May 4, 2016 by Susan

Susan partnered with Rebecca Meyer of Pitcairn on this May, 2016 Trusts & Estates online newsletter piece: Top 5 Traits of Effective Family Philanthropy.

Categories WLA recent publication
March 23, 2016: “Family Office Governance”
Family Office Succession Planning: Helping founders who are ready to retire
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