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Julia Y. Chung, CFP, CLU, FEA, TEP
  • Presentations (1)
  • Papers (1)
The Family Business—Governance and Strategic Advising for the Family Enterprise [36min] Ethics Time: 10min

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

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