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Our educational offering serves the following audiences:
- Women
- Next Gen Wealth Owners / Young Adults
- Families in Business
- Family Office Team
- Not-for-Profit Organizations
- Foundation Directors / Trustees
- Professionals / Savvy Investors
We deliver an enhanced educational experience through the following channels:
- Seminars
- Workshops
- Roundtable Discussions
- Customized Private Sessions
- Webinars
- Thought Leadership: Publications / Abstracts / White Papers
- Speaking Engagements at Industry Events
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ENRICHING EDUCATION |
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| "The Institute carries out its mission by carefully listening to our clients’ needs and goals and developing thoughtful solutions that constantly evolve to incorporate their feedback." |
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| Allison Taff |
Director of Strategic Planning and Implementation
Silver Bridge |
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