What People Are Saying

Chelsea Koehnen:

“I recently volunteered at the San Diego Food Bank for the first time with my husband Josh, sister-in-law and other members of the Center for Wealth and Legacy. I was instantly amazed at the size of the facility and the number of senior citizens, children and at risk adults that need the support of the Food Bank and its volunteers. My eyes are now opened to the number of people in our local community that are suffering from hunger. I was astonished to hear the number of people and children that need our help. I’m extremely thankful for the introduction to this organization. It was a rewarding experience and a well-organized event that I plan to continue to support with my family and others. Thank you to the Center for Wealth and Legacy for helping all of us reach out and make a difference in our community.”

Chelsea Koehnen

Management Action Programs

"Congratulations on a verysuccessful inaugural event! Nice presentations by all. Lot's of good information everyone needs to know. Raised some questions for me about how we're handling our rental property. The demographics presentation was full of surprises not the least of which is the impact of demographics on literally everything."

Edward G. Masters

Executive Consultant

MAP – Management Action Programs

Gatto, Pope & Walwick, LLP

"In this changing world where specialization is now common, it is often difficult to keep up with the changes and to determine how they affect your business. To maintain a position of leadership, our associates at Gatto, Pope & Walwick stay in touch with the market and our client needs through a combination of in-house and outside educational instruction. Our CPA firm, founded in 1983, is renowned for our ability to solve problems and provide solutions for our clients. We are very excited to contribute to the “Wealth & Legacy Seminar Series” that is providing objective clarity, and hope for the business families we serve. We know that reacting to change is not enough, and so we must remain proactive at all times. After all, preparation and anticipation are key components of success."

Daniel J. Gatto, CPA
Gatto, Pope & Walwick, LLP

University of San Diego:

"The University of San Diego Family Business Forum has been working in support of San Diego's family businesses for more than a decade. Our sole purpose is to enhance the strength and survivability of family owned and managed business in San Diego. We are dedicated to serving our membership with opportunities to learn and grow through the personal and business challenges that they face. Our seminar series partner, the Center for Wealth & Legacy Studies™ plays an important role in our mission, and their expertise in the area of wealth and legacy management is invaluable to the family business community."

Jodi Waterhouse
Manager
Corporate & Professional Education
University of San Diego
Office of Corporate & Professional Education