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High Net Worth? Consider a ‘FAMILY OFFICE’ for Tax & Estate Planning
Families with assets over approximately $10M often require centralized, and highly customized long-term planning to manage and preserve their wealth through the years and across generations. That means strategic continuity not just for investments, but for properties, trusts, taxation, and lines of succession. Learn how establishing a “Family Office” at CunninghamLegal enables a proactive approach to family legacy management. A Family Office will coordinate strategies with all your advisors, implement advanced tax planning, structure business succession, protect assets, and build the charitable and legacy trusts you need to achieve your family’s multi-generational goals. Please join this important webinar to learn more.

Oct 12, 2021 12:00 PM in Pacific Time (US and Canada)

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