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July 6, 2018June 27, 2018 by Susan

Speaker at the Handler Thayer Family Office Forum in Chicago, IL on “The Family Office Meeting Agenda: Family Council & Governance Committee”
-Mission, Vision, Values
-Engaging the Family
-Engaging Others

Categories WLA upcoming presentation
June 6, 2018: “Family Wealth — A Hard Look at the “Soft” Issues“ in Westchester County, NY
“Top 10 Tips and Traps for Trustees”
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