Home
About
Work With Me
Speaking/Events
Case Studies
News
Blog
Contact

Blum & Savlov

Home
About
Work With Me
Speaking/Events
Case Studies
News
Blog
Contact

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

Post navigation

← Transitioning Wealth to the Next Generation: Case Studies in Wealth Gone Awry

Family Dynamics and Governance for Accountants →

About

Blum & 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.

Subscribe to Our Blog

* indicates required

Email Address *

First Name

Last Name

Connect With Jeff

Categories

Family Business Consulting
Family Wealth Consulting
Wealth Psychology Consulting

Archives

Archives

© 2022 Blum and Savlov, LLP. All Rights Reserved. Privacy Policy

We use cookies to ensure that we give you the best experience on our website. Continued use of this site indicates that you accept this policy. Read more. Accept