Vous voulez voir cette page en français ? Cliquez ici.


or
Sign in to turn on 1-Click ordering.
or
Amazon Prime Free Trial required. Sign up when you check out. Learn More
More Buying Choices
Have one to sell? Sell yours here
Tell the Publisher!
I'd like to read this book on Kindle

Don't have a Kindle? Get your Kindle here, or download a FREE Kindle Reading App.

Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values [Hardcover]

Roy Williams , Vic Preisser
5.0 out of 5 stars  See all reviews (1 customer review)
List Price: CDN$ 32.14
Price: CDN$ 19.75 & FREE Shipping on orders over CDN$ 25. Details
You Save: CDN$ 12.39 (39%)
o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o
Only 7 left in stock (more on the way).
Ships from and sold by Amazon.ca. Gift-wrap available.
Want it delivered Tuesday, July 29? Choose One-Day Shipping at checkout.
Join Amazon Student in Canada


Book Description

Jan. 1 2010
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 common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted 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, well-organized, and easy-to-follow 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.

Frequently Bought Together

Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values + Family Wealth--Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations + Family Wealth Management: Seven Imperatives for Successful Investing in the New World Order
Price For All Three: CDN$ 91.18

Show availability and shipping details


Customers Who Bought This Item Also Bought


Product Details


Product Description

About the Author

Roy Williams has spent nearly 40 years coaching successful families throughout the world. His earlier books, Preparing Your Family to Manage Wealth and For Love & Money, are widely used by estate planners, trust officers, and lawyers. Formerly the Secretary of Social Services and Secretary of Transportation for the State of Iowa, Vic Preisser is a successful entrepreneur and has served in senior executive capacities with Fortune 500 companies.

Sell a Digital Version of This Book in the Kindle Store

If you are a publisher or author and hold the digital rights to a book, you can sell a digital version of it in our Kindle Store. Learn more

What Other Items Do Customers Buy After Viewing This Item?


Customer Reviews

4 star
0
3 star
0
2 star
0
1 star
0
5.0 out of 5 stars
5.0 out of 5 stars
Most helpful customer reviews
0 of 1 people found the following review helpful
5.0 out of 5 stars An astutely written collection of solid advice Oct. 18 2003
Format:Hardcover
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 astutely written collection of solid advice and is very highly recommended reading for anyone seeking to have their children (and their children's children) continue to promote, preserve, and extend their family's financial and ethical heritage.
Was this review helpful to you?
Most Helpful Customer Reviews on Amazon.com (beta)
Amazon.com: 4.9 out of 5 stars  7 reviews
20 of 22 people found the following review helpful
5.0 out of 5 stars Family Transitions, Wealth, Relationships, Values Sept. 4 2006
By Richard R. Blake - Published on Amazon.com
Format:Hardcover
"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 family examples.

Personally, I found the wealth transition checklist invaluable. The details for establishing a mission statement, involving participation of family members, establishing their future roles, and the process of communicating estate, and asset distribution plans provided helpful guidelines.

The summary statements provide either a warning note or an opportunity for implementation. For example: "The most important single issue that undermines successful transfers of wealth is the breakdown of trust and communications within the family unit."

Roy Williams, consultant, and author, with a career of 40 years coaching, researching, and educating families in areas of successful finance, is well qualified to co-author this significant work. Vic Preisser adds his expertise in business, government, and his experience as the Director of the Institute for Family Business at the University of the Pacific to round out this team of authors.

This is an important book for you and your heirs regardless of the size of you estate.
21 of 26 people found the following review helpful
5.0 out of 5 stars An astutely written collection of solid advice Oct. 18 2003
By Midwest Book Review - Published on Amazon.com
Format:Hardcover
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 astutely written collection of solid advice and is very highly recommended reading for anyone seeking to have their children (and their children's children) continue to promote, preserve, and extend their family's financial and ethical heritage.
2 of 2 people found the following review helpful
4.0 out of 5 stars necessary but not sufficient Jan. 24 2013
By Steve - Published on Amazon.com
Format:Hardcover|Verified Purchase
After reading this book, you may conclude, "Well, that was obvious." Unfortunately, if you are busy building and/or running an empire, the obvious can fall by the wayside, sometimes with disastrous results. I claim that the information in this book is 'necessary but not sufficient' because the simple guidelines in this book may not directly address the complexities of your situation. Nevertheless, it's a good place to start for anyone thinking about estate transition.

Skeptics might claim that this book is just an extended infomercial for The Williams Group's estate planning ('coaching') services. The authors certainly don't plan to get rich by selling books, but collecting 1% of large estates through advisory fees looks like a more promising approach. It's interesting that the Williams Group website uses the ".org" suffix despite no sign of having applied for 501(c)3 tax-exempt status. If you decide to give them a call, ask what's going on here. I think that there is enough good high-level information in this book to justify reading it, whether or not you conclude that it's just an infomercial.
1 of 1 people found the following review helpful
5.0 out of 5 stars Must Read! May 4 2011
By lisa Featherngill - Published on Amazon.com
Format:Hardcover|Verified Purchase
This is definitely one of my top 5 go-to books regarding the qualitative aspects of estate planning. The book provides great insight into successful wealth transitions. It is easy to understand, supported by a study of over 3,200 families and summarized very well.
As an advisor to families, I quote this book often!
5.0 out of 5 stars Great Book June 9 2014
By T. Hunt - Published on Amazon.com
Format:Hardcover|Verified Purchase
Gives insight into adult family planning for the future, easy to read. Have read in conjunction with others that help.
Search Customer Reviews
Only search this product's reviews

Look for similar items by category


Feedback