Preparing Heirs: Five Steps To A Successful Transition Of Family Wealth And Values

Preparing Heirs: Five Steps To A Successful Transition Of Family Wealth And Values

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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 Commonhow They Achieved And Maintained Family Harmony, And Ensured The Smooth Transition Of Their Wealth To Welladjusted 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, Wellorganized, And Easytofollow 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.

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Shipping
We ship your order within 2–3 business days for USA deliveries and 5–8 business days for international shipments. Once your package has been dispatched from our warehouse, you'll receive an email confirmation with a tracking number, allowing you to track the status of your delivery.

Returns
To facilitate a smooth return process, a Return Authorization (RA) Number is required for all returns. Returns without a valid RA number will be declined and may incur additional fees. You can request an RA number within 15 days of the original delivery date. For more details, please refer to our Return & Refund Policy page.

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Warranty

We provide a 2-year limited warranty, from the date of purchase for all our products.

If you believe you have received a defective product, or are experiencing any problems with your product, please contact us.

This warranty strictly does not cover damages that arose from negligence, misuse, wear and tear, or not in accordance with product instructions (dropping the product, etc.).

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Frequently Asked Questions

  • Q: What is the main focus of 'Preparing Heirs'? A: 'Preparing Heirs' focuses on the transition of family wealth and values, providing insights from research on wealthy families to help ensure smooth estate transitions.
  • Q: Who is the author of 'Preparing Heirs'? A: The book is authored by Roy Williams, who draws on extensive research into wealthy families and their legacies.
  • Q: How many pages does 'Preparing Heirs' have? A: 'Preparing Heirs' contains 181 pages, offering a comprehensive guide to family wealth transition.
  • Q: What type of binding does 'Preparing Heirs' have? A: 'Preparing Heirs' is available in hardcover binding, which is durable and suitable for long-term use.
  • Q: Is 'Preparing Heirs' suitable for families with considerable wealth? A: Yes, 'Preparing Heirs' is specifically designed for families with wealth, providing strategies to manage and transition that wealth effectively.
  • Q: When was 'Preparing Heirs' published? A: 'Preparing Heirs' was published on January 1, 2010, and is in its first edition.
  • Q: What are the key features of 'Preparing Heirs'? A: Key features include structured guidance on transitioning family wealth, assessments of family dynamics, and tools for planning effective estate transitions.
  • Q: Can 'Preparing Heirs' be used alongside professional services? A: Yes, the book can be used in conjunction with the services of qualified professionals like attorneys and accountants for effective estate planning.
  • Q: What are the common pitfalls in family wealth transitions addressed in 'Preparing Heirs'? A: The book addresses major causes of failure in estate transitions, particularly those stemming from family dynamics and control.
  • Q: What is the intended outcome of reading 'Preparing Heirs'? A: The intended outcome is to help families develop a structured plan for transmitting wealth and values to heirs, ensuring they are well-prepared for stewardship.