Gregory BERTSCH presents “Delivering A Family Office Experience Through Collaboration”

Gregory BERTSCH presents “Delivering A Family Office Experience Through Collaboration” for the Advanced Tax Planning Institute at 3 p.m. on July 12 at the Omni La Costa Resort & Spa located at 2100 Costa Del Mar Road, Carlsbad, CA 92009. Gregory will be discussing the benefits and experiences of collaborative planning for Private Clients.  This presentation will focus on ways that attorneys, accountants, and financial professionals should collaborate amongst each other to deliver a better solution to their Family Office Clients.  Register for this event by calling (760) 602-0832 or visit advancedtaxplanning.org.