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Families and the Generational Transition of Wealth

June 3, 2022Previous Events
Families and the Generational Transition of WealthJeff Savlov2022-07-25T14:16:43-05:00

When: June 30, 2022
Where: Ask The Planman Podcast

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← Raising Children in the Context of Family Wealth: Start Younger Than You Think You Can!
Finding the Purple in Families: How to work with Red & Blue to Move Family Clients Toward Their Common Goals →

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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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