Preparing heirs: five steps to a successful transition of family wealth and values

Physical dimension

Summary / review / table of contents

ch. 1. The future: Wealth transfers during the next 50 years --
ch. 2. The uniform worldwide failure rate for wealth transfers --
ch. 3. The underlying causes of failure in estate transitions --
ch. 4. Knowing what's wrong vs. doing what's right --
ch. 5. The first step: Assessing your wealth transition plan --
ch. 6. The second step: Taking action on plan deficiencies --
ch. 7. The third step: Preparing the heirs --
ch. 8. The fourth step: The heir's self-preparation responsibilities --
ch. 9. The fifth step: Continuing evaluation and measurement --
ch. 10. Closing observations

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