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5 Lies Your Advisor Tells You: How To Protect Your Wishes and Assets by Identifying and Minimizing Risk
Released on Friday, October 5, 2018•ASSET PROTECTION
Identifying red flags in your advisory team and developing an environment of trust and responsibility for your family and advisory team that will empower and protect your legacy for generations. How to identify, prevent, prepare for, and deal with unexpected risk.
Melodie Durfee is the president and chief operating officer of Legacy Global Foundation. She consults with family offices and foundations across the nation and internationally, advising on administration, finance, risk management, controls, planned giving, alternative assets, and international transactions and activity. Over the years, Ms. Durfee has mediated resolutions for organizations, families, and individuals in solving tax, bankruptcy, legal actions, planned giving, and ethical trust violations. She has solved complicated tax problems for donors and charities and provided education on the valuation, acceptance, and investment of non-cash and alternative assets for organizations and families.
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