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DTSTART:20221018T141500Z
DTEND:20221018T160000Z
LOCATION:Virtual / Zoom
UID:2258920221018T141500ZBusiness Succession Planning – “Succession by Design – Successful Succession of the Family Business and Wealth”
DTSTAMP:20260405T143820Z
DESCRIPTION:\nHighly experienced, strategic and client-focused wealth strategist with expertise across all key wealth planning matters for UHNW individuals and Family Offices. Leverage command of law, tax and accounting, paired with broad operational perspective, to analyze landscape of client challenges, synthesize innovative strategies and develop targeted solutions. Deliver best-in-class client experience while working collaboratively with bankers to win business, drive strategic priorities and accelerate growth. \n\nFrequent national speaker for leading seminars, Estate Planning Councils and Wealth Forums. Featured as thought leader on various topics, earning Editor’s Choice designation multiple times, in various leading publications. Taught select courses in tax, accounting and law at top schools. \n\n• Business Succession Planning \n• UHNW Client Service \n• Family Office Operations\n• Tax, Legal & Accounting \n• Partner Development \n• Client Retention & Acquisition\n
SUMMARY:Business Succession Planning – “Succession by Design – Successful Succession of the Family Business and Wealth” - Conejo Valley Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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