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Real Estate Family Office & Private Wealth East
October 9-10, 2025
Loews Coral GablesCoral Gables, FL
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Veronica Parellada
CEO & Wealth Management Advisor at My Investment Path Wealth Management
Speaker

Agenda Sessions

  • Understanding & Creating a Succession Plan: Planning & Execution between Generations

    , 9:30am
    View Session

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Dhaval Parikh
CFA, CAIA, Managing Director
Parkview Financial

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