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May 7, 2025May 4, 2025 by Susan

Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum 2025, in Newport, RI.

Categories WLA upcoming presentation
June 4, 2025: Thrive – The Women’s Summit on Wealth and Wellness, in New York City
August 26-27, 2025: Opal Group’s Family Office & Private Wealth Legacy Summit 2025 in Southampton, NY
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