Wealth Legacy Center | Testimonials

Speakers Bureau

Advisory Team

What People Are Saying

Management Action Programs

"Congratulations on a very successful inaugural event! Nice presentations by all. Lot's of good information everyone needs to know. Raised some questions for me about how we're handling our rental property. The demographics presentation was full of surprises not the least of which is the impact of demographics on literally everything."

Gatto, Pope & Walwick, LLP

"In this changing world where specialization is now common, it is often difficult to keep up with the changes and to determine how they affect your business. To maintain a position of leadership, our associates at Gatto, Pope & Walwick stay in touch with the market and our client needs through a combination of in-house and outside educational instruction. Our CPA firm, founded in 1983, is renowned for our ability to solve problems and provide solutions for our clients. We are very excited to contribute to the “Wealth & Legacy Seminar Series” that is providing objective clarity, and hope for the business families we serve. We know that reacting to change is not enough, and so we must remain proactive at all times. After all, preparation and anticipation are key components of success."

University of San Diego

"The University of San Diego Family Business Forum has been working in support of San Diego's family businesses for more than a decade. Our sole purpose is to enhance the strength and survivability of family owned and managed business in San Diego. We are dedicated to serving our membership with opportunities to learn and grow through the personal and business challenges that they face. Our seminar series partner, the Center for Wealth & Legacy Studies™ plays an important role in our mission, and their expertise in the area of wealth and legacy management is invaluable to the family business community."