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July 7, 2026July 6, 2026 by Susan

Speaker on “The Next Generation of Family Leadership — Navigating Succession, Governance & Legacy” at the Opal Family Office & Private Wealth Management Forum West 2026, in Napa, CA.

Categories WLA upcoming presentation
August 25-26, 2026: Opal Group’s Family Office & Private Wealth Legacy Summit 2026 in Southampton, NY
Wealth With Intention: Aligning Family Wealth with Values, for Families and their Advisors
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