The Great Wealth Transfer: Managing the Client Transition and Engaging the Next Generation
Wealth Management Transformation Summit 2022 · 24 November 2022 · 12:40–13:00 · Theatre 2. Wealth Transformation
The Great Wealth Transfer: Managing the Client Transition and Engaging the Next Generation was a session at Wealth Management Transformation Summit 2022 on 24 November 2022 in London, with 1 speaker on record.
Speakers
- MARIA VILLAX — Keynote Presenter Independent Family Governance Consultant, Self-employed