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How is bias against the wealthy affecting you, your clients and your ability to serve them well?

July 20, 2017Previous Events
How is bias against the wealthy affecting you, your clients and your ability to serve them well?Jeff Savlov2019-01-15T13:55:51-05:00

Purposeful Planning Institute 2017 Rendezvous
When: July 20-21, 2017
Where: Omni Interlocken Hotel & Resort, Broomfield, CO

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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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