Working with Ultra-High-Net-Worth Families in a Multi-Family Office Structure with Pam Perskie
Steve Sanduski
FEBRUARY 6, 2023
Retirement planning is not really as much of a focus for my clients. They’re really focused on transferring wealth to the next generation, charitable gifting, cash flow management, different aspects of planning, and then reporting because of the complexity. ” A game-changer.
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