How do you attract and retain wealthy clients? Do you know the names of the next generation?

When your client says that he wants to throw Billy out of his will and make his son John CEO of the family company, do you ask questions or do you just take notes? Do you know the difference between being a Hired Gun or being the families Most Trusted Advisor?

If you do not take succession and family dynamics issues into account, the plan that you are developing for your clients will fail. This seminar has been given to various groups for which the California Bar Association and the California Accountancy Board has granted CLE continuing education credit.