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Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values
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Overview
"Preparing Heirs" discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-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. "Preparing Heirs" is an assessment tool that can be used in conjunction with the services of ...