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Podcast Archives: Family Offices and Foundations

Episode 50 | June 25, 2019

Taking an Entrepreneurial Approach to Advising Family Offices and Foundations

Karen Wawrzaszek, Senior Director of Financial Planning at Sullivan, Bruyette, Speros & Blayney

Wawrzaszek discusses the firm’s entrepreneurial approach to strategic planning and investment advice across multiple generations of family wealth.

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