Date:
June 7, 2023
Course:
Wealth Preservation and Succession for the Family Enterprise 2023
Contributor(s):
Julia Y. Chung, CFP, CLU, FEA, TEP
Wills Estates and Trusts » Client Relations, Devolution of assets, Estate planning
Presentation Content:
Slides: Governance and Strategic Advising for Family Enterprise Paper: Governance and Strategic Advising for Family Enterprise