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Seminar Locations for San Diego
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Seminar Locations for Las Vegas
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
Community Support

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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The London Group

 

Wealth & Legacy Resources

The Center for Wealth & Legacy™ provides an objective, educational forum for exchanging ideas and experiences from "best of class" leaders on the subjects of leadership and legacy. Please feel free to visit our various resources and references on Wealth and Legacy issues. 

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Articles of Interest

Suggested Reading

 

Past Wealth & Legacy Series™ Programs

San Diego

Las Vegas