Even the most successful families can lose everything without the proper planning. Tolani shares how to create a road map for wealth, leadership succession and income distribution that guarantees high-net-worth clients remain united and prosperous.
Even the most successful families can lose everything without the proper planning. Tolani shares how to create a road map for wealth, leadership succession and income distribution that guarantees high-net-worth clients remain united and prosperous.
Sanjay Tolani, Ph.D., MBA, is an internationally recognized estate planning advisor and researcher known for his innovative and groundbreaking financial products. As founder of a revolutionary financial strategy available globally for family offices for intergenerational wealth management, Tolani is sought out by many successful entrepreneurs and multiple startup and venture capitalist funds for guidance on equity compensation plans, fundraising strategies and succession planning. He contributes to the MDRT Foundation and the Goodwill Charity Foundation, which constructs senior-age homes and provides education for children in India.
