The Dilemmas of Family Wealth: Insights on Succession, Cohesion, and Legacy

Throughout history, families with significant means have struggled with the notion that multigenerational wealth planning is not just about money. A ?rags to riches to rags? scenario has played out in too many families, and those who are concerned about preserving wealth will want to know which behaviors to avoid in order to prevent that outcome Judy Martel has heard first-hand the concerns of families and the wisdom of experts in the field. In this book, she details the most common family-busters, using examples from real families. Each dilemma is presented in a story format, giving readers a clear understanding of the most common challenges, along with expert advice on how to begin to seek solutions. It is a compelling overview for exceptional families and for their advisers.