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Holistic Wealth Planning

Holistic Wealth Planning

Overview


Partner Simon Goldring discussed the importance of collaborating across advisory disciplines to provide comprehensive advice to high-net-worth individuals at a recent STEP Jounrnal roundtable.

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New York, NY / Speaking Engagements / March 25 – 27, 2026

STEP New York International Estate Planning Institute 2026

Webinar / Speaking Engagements / February 10 – 11, 2026

ABA Real Property, Trust & Estate Law Section Virtual Symposium 2026

Key Biscayne, FL / Speaking Engagements / February 9, 2026

Miami EP Council’s 14th Annual Estate Planning Symposium

San Francisco, CA and Los Angeles, CA / In-person / November 11 – 12, 2025

West Coast Forum 2025

Honolulu, HI / Speaking Engagements / November 2-6, 2025

62nd Annual Hawaii Tax Institute