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Wealth Transfer with Family Holding Companies

December 12, 2022 by Scott Oeth in Wealth Mgmt & Invmt Strat, Home

Scott Oeth, CFP®, and Leslie Geller, JD, LLM and Sr. Wealth Strategist at Capital Group, discuss family limited partnerships, a niche, but powerful, advanced financial planning technique.

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December 12, 2022 /Scott Oeth
family wealth transfer, family limited partnership
Wealth Mgmt & Invmt Strat, Home
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