Adam Taggart is the CEO, host and founder of Wealthion, a financial channel on YouTube with over 5 million monthly views, and the author of Prosper! How To Prepare For The Future & Create A World Worth Inheriting.
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Dr. Jamie Weiner is a clinical psychologist and the co-founder of Inheriting Wisdom, a Chicago-based consulting firm that specializes in the human factors affecting high-net-worth families.
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Lex van Dam has established a storied career in family offices. His expertise led him to his latest venture—the SFO Alliance, a membership club for the world’s wealthiest families.
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Beth Ellis of Bluestone Bank in southeastern Massachusetts is paying close attention to possible changes in estate tax regulations at the state and federal level.
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