Conducting classes and seminars whether via digitally, phone, or face-to-face on topics of wealth and values transfer, family governance, estate planning and family philanthropy to financially successful families and family businesses, wealth advisors, family offices and financial institutions

'advisor':36 'busi':34 'class':2 'conduct':1 'digit':7 'estat':23 'face':11,13 'face-to-fac':10 'famili':21,26,31,33,37 'financi':29,40 'govern':22 'institut':41 'offic':38 'philanthropi':27 'phone':8 'plan':24 'seminar':4 'success':30 'topic':15 'transfer':20 'valu':19 'via':6 'wealth':17,35 'whether':5

Estate planning advisory and consulting services; wealth management advisory and consulting services; Philanthropy consultation relating to charitable fundraising; Philanthropic consultation services concerning monetary donations

'advisori':3,9 'charit':17 'concern':22 'consult':5,11,14,20 'donat':24 'estat':1 'fundrais':18 'manag':8 'monetari':23 'philanthrop':19 'philanthropi':13 'plan':2 'relat':15 'servic':6,12,21 'wealth':7

LEGACY PROFILES

Owners

Goods & Services