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May 7, 2025May 6, 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 West 2025, in Napa, CA.

Categories WLA upcoming presentation
August 26-27, 2025: Opal Group’s Family Office & Private Wealth Legacy Summit 2025 in Southampton, NY
October 30, 2025: Central New York Community Foundation Annual Professional Advisor Continuing Education Seminar
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