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April 26, 2017October 8, 2016 by Susan

Speaker at the FFI (Family Firm Institute) NY Family Business Study Group on both:
“Trust Me:  Top 10 Ways to Manage Trustee Risk” AND
“Family Wealth —  A Hard Look at the “Soft” Issues“

Categories WLA upcoming presentation
July 18-20, 2016: Opal Family Office & Private Wealth Forum, Newport, RI
September 22, 2016: “Families and Wealth: A Hard Look at Some ‘Soft’ Issues”
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