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A guide to family meetings: Five tips to consider

A guide to family meetings: Five tips to consider

July 31, 2024 |RBC Wealth Management

These strategies can help make family meetings an effective tool in wealth-transfer planning.

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Fred Feistmann

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Phone: 250-372-8181

Erin Bowie

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Michael Thom

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Feistmann Wealth Management
of RBC Dominion Securities Inc.

fred.feistmann@rbc.com
Phone: 250-372-8181

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