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January 22, 2022July 19, 2021 by Susan

Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Forum, in Newport, RI.

Also facilitator for the “Private Closed Session for Family Offices” at the same conference.

Categories WLA upcoming presentation
“What are other families doing in this situation?”
Leadership Succession Planning in a Family Business
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