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Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values
by Roy Williams, Vic Preisser
from Robert D. Reed Publishers
Customer Reviews:
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Avg. Customer Rating: 5.0 / 5.0 
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Family Transitions, Wealth, Relationships, Values
"Preparing Heirs" is a common sense approach to insuring that you and your family take the necessary steps to successfully transition your family assets and values.
The text is accompanied with easy to use, tables, charts, and questionnaires to summarize and illustrate forecasts, causes of failure, heir readiness, and other step by step checklists. The authors have created situations, and cases to illustrate more clearly the principles presented. Their analysis includes both successful and unsuccessful... more info
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An astutely written collection of solid advice
Successful businessman Roy Williams and experienced family coach Vic Preisser successfully and expertly collaborate to present Preparing Heirs: Five Steps To A Successful Transition Of Family Wealth And Values, a straightforward guide to facilitating the smooth transfer of great wealth from one generation to the next. Focusing on five crucial steps, as well as pitfalls to beware and issues to keep firmly in mind when grooming one's heirs to become responsible future beneficiaries, Preparing Heirs is an... more info
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