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Preparing Heirs : Five Steps to a Successful Transition of Family Wealth and Values
by Roy O. Williams and Vic Preisser

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.  Read more...

 
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More About Preparing Heirs by Roy O. Williams; Vic Preisser
 
 
 
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 qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. 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.

 
Details
  • ISBN-13: 9781931741316
  • ISBN-10: 193174131X
  • Publisher: Robert Reed Publishers
  • Publish Date: January 2003
  • Page Count: 165


Related Categories

Books > Law > Practical Guides
Books > Law > Estates & Trusts
Books > Law > Wills

 
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