What Can Trusted Advisors Do to Help Facilitate a Successful Inter-Generational Transfer? — Practical Case Studies

Mark Haranzo, who chairs Holland & Knight's New York Private Wealth Services Group, will be moderating a panel at the upcoming Institute for Family Governance (IFG) Miami 2023 Conference. Mr. Haranzo will be leading a discussion on a case study of an intergenerational transfer with other attorneys. Holland & Knight will be hosting this conference.