Friday, September 2, 2011

Book Review: "Preparing Heirs"

Preparing Heirs by Roy Williams and Vic Preisser gives five steps in transferring family wealth successfully. The fives steps are as follows:

  • Assessing Your Wealth Transition Plan

  • Taking Action on Plan Deficiencies

  • Preparing the Heirs

  • The Heir's Self-Preparation Responsibilities

  • Continuing Evaluation and Measurement
The book also gives examples of families that have successfully transferring wealth to future generations and those who were not successful. A good read. You can find the book here.

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