Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values
Preparing Heirs presents a five-step approach to the transition of family wealth and values. Roy Williams and Vic Preisser offer a structured guide for families preparing heirs, encouraging attention to both financial resources and the principles intended to accompany them across generations.
About This Book
Preparing Heirs focuses on the transition of family wealth and values from one generation to the next.
The book presents a five-step framework for preparing heirs and supporting a successful transition.
It addresses the family dimensions of wealth transfer, including the importance of preserving values alongside financial resources.
This guide is intended for families seeking a structured approach to planning for intergenerational wealth and values.
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