Building windows

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

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.