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Inherited Wealth: Opportunities and Dilemmas

Inherited Wealth: Opportunities and Dilemmas - John L. Levy

Inherited Wealth: Opportunities and Dilemmas

John L. Levy has over 25 years experience in private practice working with individuals and families on issues involving inherited wealth. Inherited Wealth is inspired by his research, his many years of consulting experience, and his personal experience of inheriting wealth. John has made presentations and led discussions for financial planners, estate planning attorneys, family office managers, bank trust officers, investment advisors and other professionals throughout the U.S. He has also served in executive positions with the Bechtel Corporation, the Association for Humanistic Psychology, and the C.G. Jung Institute of San Francisco. John has an MBA from Stanford University. His website is: www.JohnLLevy.com
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John L. Levy has over 25 years experience in private practice working with individuals and families on issues involving inherited wealth. Inherited Wealth is inspired by his research, his many years of consulting experience, and his personal experience of inheriting wealth. John has made presentations and led discussions for financial planners, estate planning attorneys, family office managers, bank trust officers, investment advisors and other professionals throughout the U.S. He has also served in executive positions with the Bechtel Corporation, the Association for Humanistic Psychology, and the C.G. Jung Institute of San Francisco. John has an MBA from Stanford University. His website is: www.JohnLLevy.com
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