Insights: Events Charitable Planning

Momentum Advanced Planning: Family Office Symposium

This symposium will provide the opportunity to explore what it takes to succeed in the family office space with fantastic guest speakers who are eager to share their expertise by discussing the myriad of challenges they've helped affluent families solve. John Wiktor will be discussing "Charitable Planning" amongst many other informative topics such as "Real Estate Ventures & Liquidity," "Investing for Family Offices," "Family Office Success Stories," and more.

Event Details

Tuesday, August 7, 2018



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