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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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What People Are Saying

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