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Lots of people talk about building and maintaining wealth. But most of the experts who talk in these terms are usually trying to sell some form of insurance, investment or planning services.
In truth, no single insurance policy or investment strategy will give you all that you need to earn, keep and pass on money. There are no shortcuts; building family wealth takes hard work and patience.
This book gives you a good look at these things. It combines technical analysis of legal documents and investments with a broader discussion of family dynamics. It uses case studies and key interviews to show what you must do...and what you cannot do...if you want to leave money to your heirs.
Passing wealth on to those who will come after you is one of the most profound things you can do. This book shows you how.
|Chapter 1||Who Is Family? And What Does That Mean?||1|
|Chapter 2||Attitudes and Aptitudes||37|
|Chapter 3||The Vehicles for Transferring Family Money||73|
|Chapter 4||Types of Investments||117|
|Chapter 5||Legal and Administrative Fees||149|
|Chapter 6||What Happens When Somebody Dies||177|
|Chapter 8||Problems and Problem People||251|
|Chapter 9||Inheriting Money||277|