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Suggested Reading
  • The Dilemmas of Family Wealth: Insights on Succession, Cohesion, and Legacy
    The Dilemmas of Family Wealth: Insights on Succession, Cohesion, and Legacy
    by Judy Martel
  • Planning a Family Business Legacy: A Holistic Approach to Wealth Transfer Planning for Entrepreneurs, Business Owners Family Members
    Planning a Family Business Legacy: A Holistic Approach to Wealth Transfer Planning for Entrepreneurs, Business Owners Family Members
    by Karl R. Bareither
Las Vegas Past Programs
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All proceeds will be utilized by the Center for Wealth & Legacy 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.

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The information contained on this site does not constitute tax or legal advice, and should not be relied upon for such purposes. The Center for Wealth & Legacy makes no claim regarding the accuracy, completeness, or reliability of the content of this site.

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Wealth & Legacy Resources

The Center for Wealth & Legacy provides objective clarity, expertise and perspective to local, national and international audiences.  Please feel free to visit our various resources and references on Wealth and Legacy issues. 

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Past Wealth & Legacy Series™ Programs

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