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California Family Wealth & Succession Expert #43698

I have 40 years of experience and specialize in the field of family business consulting with specific knowledge in the area of governance, next generation leadership and succession. I have published on such topics as family business, advising families, succession, the meaning of family wealth, family transitions and sustaining family business over generations.

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Los Angeles, CA
(323) 545-0450
San Francisco, CA
(628) 239-2700