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Speaking Engagement: Family Office Wealth Management Forum: Realigning the Approach to Managing Assets for Better Results: One Family’s Odyssey

Family Office
Timothy Lappen

Tim Lappen will be moderating the panel which he initiated, with clients Al, Kathy and Adam Checchi, ‘Realigning the Approach to Managing Assets for Better Results: One Family’s Odyssey’ at the Family Office Wealth Management Forum at The Resort at Pelican Hill.