NAPA, Calif. (PRWEB) April 06, 2018
Financial Poise™ is pleased to congratulate Ron Diamond, Chair of The Family Office Advisor, a Financial Poise™ editorial board and CEO of Diamond Wealth Strategies, on his panel participation in “When & Why Should You Use Consultants & Advisors in Your Family Office.”
This moderated panel discussion showcased the expertise of family office industry leaders and was a highlight of the Family Office & Private Wealth Management Forum-West. The Forum, a 3-day event, took place in Napa, California on October 25th-27th, 2017.
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