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- Our Network’s Family Wealth Expert: Franco Lombardo
- Our Network’s Family Wealth Coach Experts: Allison Maher and Tom Sorge
- Our Network’s Tax Expert: Hari Nesathurai, B.S., J.D., LL.M.(tax)
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- Our Network’s Wealth and Philanthropy Expert: Dr. Paul G. Schervish
- Our Network’s US Philanthropy Expert: Alan Pratt
- Our Network’s Legacy Training Experts: Todd Fithian and Robert Falvey
- Our Network’s Purposeful Planning Expert: John A. Warnick
- Our Network’s Tax and Real Weal Management Expert: Evelyn Jacks
- Our Network’s High Performance Expert: Jim Ruta
- step one – your health is your wealth
- step two – know thyself: align your mind to a common mission
- step three – optimize your true wealth
- step four – your time is your most precious asset so spend it wisely
- step five – live with passion and purpose
- step six – integrate family wealth to empower unique abilities
- step seven – leave a positive legacy.
