Doug Lem has more than 30 years of experience as a specialist in the design and implementation of advanced wealth transfer strategies for families of significant wealth, entrepreneurs and professionals working with advisors to establish fund, and leverage business succession and estate planning strategies.Read Full Bio.
WEALTH ADVISORY GROUP PLANNING SPECIALISTS
- IS DO NOTHING A STRATEGY? July 9, 2019
- Year-End Planning Suggestions December 6, 2018
- Retirement Vehicle of the Fortune 500: Deferred Compensation Plans November 2, 2018
- Planning in 2018: Now What? August 28, 2018
- Estate Planning and The Forgotten Client June 20, 2018