Making an indelible, positive, and transformational mark on our loved ones, an impact so profound and great that it naturally and powerfully lives on, is an honorable goal and the laser-focused subject of this book. There’s nothing more tragic than doing everything you’ve done to persevere through great challenges and opportunities, build a successful life and meaningful fortune, make the world a better place, and then allowing it to get lost when you’re gone from this world.

This book is a tool that will open the reader’s mind to the idea of being strategic about how to pass on all forms of wealth to the generations below them. It’s about much more than just money. Wealth, under the authors’ definition, includes non-monetary items such as knowledge, values, capabilities, work ethic and beliefs, as well as desirable advantages such as high levels of confidence, trust, self-esteem, humility, connections, commitments, and habits.

Both authors have invested decades in the trenches with multi-generations of families, helping them build the full measure of wealth to pass along to their heirs. In this three-part book, they share tried and proven best practices and concepts they have discovered and sharpened over the years that have been instrumental in helping their clients build a meaningful and lasting legacy for their families.