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Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values Hardcover – Jan 1 2010


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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
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Product Details

  • Hardcover: 165 pages
  • Publisher: Robert Reed Publishers; 1 edition (Jan. 1 2010)
  • Language: English
  • ISBN-10: 193174131X
  • ISBN-13: 978-1931741316
  • Product Dimensions: 22.2 x 14 x 1.9 cm
  • Shipping Weight: 363 g
  • Average Customer Review: 5.0 out of 5 stars  See all reviews (1 customer review)
  • Amazon Bestsellers Rank: #106,486 in Books (See Top 100 in Books)


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0 of 1 people found the following review helpful By Midwest Book Review on 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.
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Most Helpful Customer Reviews on Amazon.com (beta)

Amazon.com: 7 reviews
20 of 22 people found the following review helpful
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
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
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
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!
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.

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