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October 11, 2016December 28, 2015 by Strassler

Speaker on “Taking a Fresh Look at Trusts: What families should be asking their Advisors about” at the Opal Family Office & Private Wealth Management Forum West, in Napa CA.

Categories WLA upcoming presentation
October 1, 2015: Working with the Multi-Generational Family: Challenges and Opportunities
November 5, 2015: IPI Workshop on “Family Office Matters — Family Members as Clients”
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