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Approaching Generational Wealth Transfer with Your Clients… and Their Kids

October 3, 2023Previous Events
Approaching Generational Wealth Transfer with Your Clients… and Their KidsJeff Savlov2023-12-16T06:10:03-05:00

When: December 6, 2023
Where: Good Advisors Finish First

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← Ask Jeff Savlov ANYTHING! Discover the Secrets to Successful Family Governance
Evolving the Conversation: Parenting an entrepreneurial teen earning a six-figure income since age 14 →

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blum_and_savlov_lconBlum & Savlov is a consulting firm serving family businesses, high net-worth families, family offices and their advisors with a focus on balancing family dynamics with ownership, management and leadership of shared assets across generations.

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