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Family Dynamics and Governance: A Competitive Edge for Financial Advisors and Their Clients

August 7, 2020Previous Events
Family Dynamics and Governance: A Competitive Edge for Financial Advisors and Their ClientsJeff Savlov2021-01-13T12:42:15-05:00

When: December 14, 2020
Where: Lincoln Financial Mastermind Group

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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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