Advisory Team
Underwriting Sponsors

 

 

Event Sponsors

 

In Kind Sponsors

 

Wealth Legacy Group

Exeter Fiduciary Services, LLCMarket Pointe Realty Advisors

Community Support

All proceeds will be utilized by the Center for Wealth & Legacy Studies to continue working with our San Diego community’s businesses by instilling hope and providing a specific roadmap for their continued success throughout the generations.

The Wealth & Legacy Discussion Group

The Wealth & Legacy Discussion GroupTM is provided to you by The Center for Wealth & Legacy Studies to encourage our family business community to share their experiences, challenges, and successes.  

You are free to share ideas, ask questions and network with each other, but please no solicitations or SPAM related posts.

  Topic Replies Views Updated
 
Janette
by Unregistered CommenterWard
on March 8, 2010
 0
March 8, 2010
-
 
What About Capital Gain Taxes?
by Unregistered CommenterJohn Seymour
on February 11, 2010
 0
February 11, 2010
-
 
Estate Tax Exemption for 2010 and Beyond
by Unregistered CommenterJohn Simeon
on January 8, 2010
 2
January 30, 2010
-
 
Asset Protection
by Unregistered CommenterDave
on August 8, 2009
 2
January 8, 2010
-
 
Capital Gain Help
by Unregistered CommenterGeorge Deuluth
on April 22, 2009
 2
January 16, 2010
-
 
Welcome to The Wealth & Legacy Discussion Board
by Registered CommenterWilliam L. Exeter
on August 31, 2008
 0
August 31, 2008
-