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What's on the bench

We are entering year 5 in the development of our Wealth & Legacy Enhancement system. The brainchild of Shawn Barberis, this web portal offers HNW Family Advisors a platform to foster ease of communication, guided tactics to help families focus on a long lasting legacy and developing family bonds through a shared common thread. This, of of course, all has to be done in a mobile-first environment because one should be able to interact at their leisure, on whatever device is handy.

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