Family Legacy


Do You Have Your Biggest Risks Covered?

Most advisors and advisors spend countless hours and dollars to guard against tax and investment risk. Very few give the same attention to liability risks, which may be even more significant, and can be resolved more efficiently. Please join us as we explore the largest risks faced by affluent families and how to protect against them.

SPEAKER: Brian P. Boak, AEP, CPRIA, CLU, LUTCF, is the founder and President of BOAKS Advisors, which specializes in Private Client Risk Management.

August 13, 2020
4:00 PM EST – 5:00 PM EST
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    The Family Legacy helps families build a sustainable legacy of wealth and values.

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    08/13/2020 4:00 PM
    New York, NY 10065
    08/13/2020 5:00 PM
    Do You Have Your Biggest Risks Covered?
    New York, NY 10065

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