Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values

Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values





Common Sense Approach Looks at Wealth Transition With Insight and Integrity

Are you concerned about the impact of wealth on your heirs? Are your heirs prepared for the responsibilities of wealth? In Preparing Heirs, Roy Williams and Vic Preisser disclose the surprising findings from their research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in commonâ€"how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition.

Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Used in conjunction with qualified professionals such as attorneys and accountants, this book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.









List Price: $ 29.95



Price: $ 16.95









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