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Lan Shaw

Vision Private Wealth

 

Member profile details

Membership level
Adjunct Membership
First name
Lan
Last name
Shaw
Company
Vision Private Wealth
Address 1
2159 Central Avenue
City
Alameda
State
CA
Zip
94501
Country
United States
Work Phone
5103588668
Company Logo
Member Photo
Primary area of expertise and focus
Family Office
Secondary areas of experience and focus
  • ESOP/ERISA Planning
  • Financial Planning
  • Investment and Wealth Management
  • Mergers and Acquisitions
  • Philanthropy
  • Risk Management and Insurance Planning
  • Succession and Transition Planning
  • Tax Matters and Planning
  • Trusts & Estates


Attorneys for Family-Held Enterprises

AFHE Headquarters

P.O. Box 518
Mount Laurel, NJ, 08054
Phone: 201-591-AFHE (2343)
Fax: 856-727-9504

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