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Peter J. Klein

@PeterJKleinCFA

Chief Investment Officer & Founder, @AlineWealth | CFA®, CRPS®, CAP® | Philanthropic Legacy Builder | Client-Focused Advisor

calendar_today27-02-2014 19:07:10

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Family businesses have a long and proud legacy that is passed down from one generation to the next. As a descendant of such a business, it is important to honor that legacy while also making it your own. Harvard Business Review hbr.org/2023/06/how-to…

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