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
Past Center Programs & Events
Disclaimer

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 Studies makes no claim regarding the accuracy, completeness, or reliability of the content of this site.

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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.

Wealth & Legacy Resources

The Center for Wealth & Legacy Studies 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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Articles of Interest

Suggested Reading