Connecting with accomplished business owners who can benefit from your expertise is essential to building a highly successful family-held enterprise practice. For most professionals, this is the biggest obstacle to excelling. Complicating the matter is that the current environment makes it harder to source high-quality clients. In the webinar, we will provide proven, time-tested processes that will enable you to create a steady stream of new and wealthier family-held enterprise clients.
Who the webinar is for...
Lan Ji Shaw, founder and principal of Vision Private Wealth, specializes in optimizing the wealth, lives, and legacies of clients with a net worth of $20M+. Leveraging a dedicated team of leading professionals, she guides her clients in meaningfully growing, protecting, and transferring their wealth, mitigating taxes, planning for succession, and magnifying their charitable impact. As a boutique multi-family office, she also helps clients successfully navigate complex non-financial issues. Lan has an MBA in finance and respected certifications as a CFP® and CEPA® professional.
Russ Alan Prince is the Executive Director of Private Wealth magazine and Chief Content Officer for High-Net-Worth Genius. He is a strategist for family offices and the ultra-wealthy.
Attorneys for Family-Held Enterprises
P.O. Box 518
Mount Laurel, NJ, 08054
Phone: 201-591-AFHE (2343)