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Seth Serxner is chief health officer at Optum.

Seth Ravine, Chief Revenue Officer of Acclaris

Viewing these services only as a threat may mean a firm is selling clients short.

As managing partner and co-founder of Scorpio Partnership, a firm that is a pre-eminent strategic R&D business hub of the global wealth industry, Sebastian manages the development and execution of strategic recommendations surrounding marketing, client journey, business development, brand, M&A and business efficiency in wealth companies. Starting the company in his mid-twenties Sebastian and his partners have advised companies on how to (profitably) delight them during the client journey ever since. The firm has studied the financial habits of the rich globally since 1998 and has worked with more than half of the world’s largest financial services brands among its more than 150 institutional clients.

Scott A. Harshman is a tax and estate planning partner at Jeffer Mangels Butler & Mitchell LLP in Southern California. He has extensive experience in tax, trust and estate matters and business planning for high net-worth individuals, including wealth transfer planning, income tax planning, corporate and partnership taxation, business succession planning, and international estate and tax planning. Mr. Harshman also has vast experience in probate and trust administration, trust and probate litigation, and the structure and formation of nonprofit entities, including private foundations and public charitable organizations. A frequent author on tax and estate planning issues, his articles have been published in the Orange County Business Journal, California Trusts and Estates Quarterly, American College of Trust and Estate Counsel (ACTEC) Journal, Orange County Community Foundation magazine, and Estate Planning magazine; he has written chapters for the books, Inside the Minds: Trust and Probate Litigation (Thomson Reuters\/Aspatore) and California CEB Special Needs Trust Book, (Continuing Education of the Bar).\n\nPhone: (949) 623-7224\nEmail: SHarshman@JMBM.com\nWeb: www.jmbm.com