Wealth Transfer Strategies: Changes and Opportunities
Family Wealth Alliance Fall Forum
November 3, 2021
Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Wealth Transfer Strategies: Changes and Opportunities” for Family Wealth Alliance Fall Forum via national webinar. She was accompanied by co-presenters Domingo Such and Tom Abendroth.
If you would like additional information, please contact Kim Kamin at firstname.lastname@example.org, or 312-960-0200.