The Dilemmas of Family Wealth: Insights on Succession, Cohesion, and LegacyISBN: 978-1-57660-190-7
Hardcover
248 pages
February 2006
This is a Print-on-Demand title. It will be printed specifically to fill your order. Please allow an additional 10-15 days delivery time. The book is not returnable.
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Few families are able to pass along their wealth successfully to
the next generation. The barriers to keeping money in the family
are much more formidable than the barriers to making money in the
first place. Why should this be? What pitfalls are most common? How
can families and their advisers increase the odds of a successful
intergenerational transfer of wealth? How can they preserve the
family’s human and intellectual capital?
Judy Martel, CFP®, provides insightful answers to these questions and dozens more in this richly detailed book. The Dilemmas of Family Wealth takes a fresh look at the communications barriers, misunderstandings, and generational conflicts that can pull families apart and scatter their wealth in far less time than it took to build it. Martel identifies the dilemmas that families are likely to face and offers wise counsel for overcoming the challenges they pose. Her book includes advice and perspectives from top experts in the field and frank first-person experiences related by family members with whom they have worked.
Judy Martel, CFP®, provides insightful answers to these questions and dozens more in this richly detailed book. The Dilemmas of Family Wealth takes a fresh look at the communications barriers, misunderstandings, and generational conflicts that can pull families apart and scatter their wealth in far less time than it took to build it. Martel identifies the dilemmas that families are likely to face and offers wise counsel for overcoming the challenges they pose. Her book includes advice and perspectives from top experts in the field and frank first-person experiences related by family members with whom they have worked.