The Legal and Wealth Management Alliance to Leveraging Treatment Recovery

Wednesday, March 6, 2019 12:00am


Managing a family member’s mental health or addiction related illnesses is challenging. Conservatorship, trusteeship and strategic action alliances between legal and financial advisors can leverage desired outcomes. Partner Lisa Cukier will discuss synergies and alliances between family, family offices, clinicians, lawyers and wealth managers to restore order and protect the family, family business, and the individuals impacted.

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