CLIENTOur client family (“Family”) is located in San Diego and spans three generations: (G2) matriarch; (G3) her two adult children; and (G4) the minor children of G3. Only G3 is active in the management of the business.The Family’s wealth is the result of (i) a dedicated, multi-generational commercial real estate investment...
Chief Financial Officer & Chief Operating Officer
Publish Date:
Jan 06 2024