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Schwab IMPACT Conference Presentation

Name: Schwab IMPACT Conference Presentation
Start: 2024-11-20T00:00:00-05:00
End: 2024-11-20T23:59:59-05:00
Location: San Francisco, CA

November 20, 2024

Jim co-presented on the Ten Domains of Family Wealth with Paul Ferguson of Schwab Family Office Services at the multi-day IMPACT Conference. The well-attended presentation detailed some of the options and strategic decisions firms may have concerning integrated service models.

Details

Date:: November 20, 2024

Venue

: San Francisco, CA