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- W2965029769 abstract "Properly integrating the disciplines and underlying strategies of investment management, estate and philanthropic planning, risk management, governance and succession of a closely-held business, income tax planning and other considerations into a comprehensive plan and managing them on an ongoing basis is no easy task. Perhaps a good place to start is an assessment of where you stand in implementing them. In that context and by way of a review of what we’ve discussed, I offer the following checklist." @default.
- W2965029769 created "2019-08-13" @default.
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- W2965029769 date "2019-01-01" @default.
- W2965029769 modified "2023-09-26" @default.
- W2965029769 title "Tying It All Together" @default.
- W2965029769 doi "https://doi.org/10.1007/978-3-030-24497-2_10" @default.
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