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Webinar: How Economic Challenges Shape Advisor-Family Dynamics

Editorial Staff

10 January 2023

On the webinar were Katherine Dunlevie, from The Family Office at Synovus; James Grubman, of Family Wealth Consulting; Wally Head, of Personal Fiduciary Advisors LLC, and Dune Thorne of Brown Advisory. The webinar was moderated by Tom Burroughes, Group Editor of FWR.