Intergenerational Wealth Transfer & Philanthropic Planning

United Way of Miami-Dade
Speaking Engagement
June 06, 2017
Richard M. Goldstein is a panelist at the United Way of Miami-Dade Professional Advisors Spring Seminar. The discussion focuses on assisting families in the transfer of assets, values, and philanthropic legacy across generations.
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Richard M. Goldstein
Chair, Tax & Private Wealth
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