Bridging Generations
eBook - ePub

Bridging Generations

Transitioning Family Wealth and Values for a Sustainable Legacy

  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub

Bridging Generations

Transitioning Family Wealth and Values for a Sustainable Legacy

About this book

Why do 70% of family wealth transfers fail?

It's a startling statistic. Years of blood, sweat and tears, passion and purpose poured into your endeavors.  Instead of seeing those efforts bring value and benefit to the world and to future generations, more often than not what results is heartache, pain, and loss. 

It doesn't have to be this way! 

Bridging the Generations – Transitioning Family Wealth and Values for a Sustainable Legacy  provides you with insight, strategies and compelling stories on how your wealth can be successfully passed on from one generation to the next with the family unity intact. 

You'll benefit from learning:

·       How true wealth is more than an impressive financial  balance sheet

·       How to put the family center and front

·       Five pillars to create a successful wealth transfer and succession for  your family

·       Real life stories of wealth transfers and successions done well and done poorly

·       Strategies you can apply now in your own transition planning

This is a book every successful leader who will transfer wealth, and every professional advisor, and those who stands to inherit significant wealth would benefit from reading.

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Yes, you can access Bridging Generations by Amy A. Castoro,Roy O. Williams in PDF and/or ePUB format, as well as other popular books in Business & Investments & Securities. We have over one million books available in our catalogue for you to explore.

Information

Publisher
HigherLife Publishing
Year
2017
eBook ISBN
9780999415658
Edition
0
Topic
Business
Subtopic
Investments & Securities
Index
Business

Table of contents

  1. Cover
  2. Title Page
  3. Copyright Page
  4. Dedication
  5. Acknowledgments
  6. Contents
  7. Tables, Charts, and Questionnaires
  8. Foreword: by Pete Coors
  9. Preface
  10. Introduction to: Bridging Generations
  11. Chapter 1: Will Your Wealth Transfer Unify or Divide Your Family?
  12. Chapter 2: Wealth-Transfer Trends— “Passing the Buck”
  13. Chapter 3: Main Drivers of Family Harmony— The Odds Are Not in Your Favor
  14. Chapter 4: The First Step: Taking the Initiative to Beat the Odds (Here’s Your Road Map)
  15. Chapter 5: The Second Step: Securing Your Wealth Transition Plan
  16. Chapter 6: The Third Step: Turning Transition Deficiencies into an Action Plan for Success
  17. Chapter 7: The Fourth Step: Preparing Your Family Members
  18. Chapter 8: The Fifth Step: Family Members’ Self-Preparation Responsibilities
  19. Chapter 9: Why Each Generation Is Really the First
  20. Chapter 10: Your Legacy
  21. Appendix 1: The Williams Group Research and Field Studies
  22. Appendix 2: Sample Family Wealth Mission Statement
  23. Appendix 3: Additional Resources