Customer Reviews

Family Wealth Counseling : Getting to the Heart of the Matter

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Most people of wealth make several false starts with comprehensive income and estate planning. This book describes a method of first determining your life purpose and goals by an extensive interview process. Only then can the technical aspects of planning be addressed.

Well written book by the director of the National Assn of Family Wealth Counselors. If you are a person of means this is a safe starting point to a network of highly qualified and competent FWCs.

The author asks: "If you had to choose between giving one million dollars away to the IRS in estate taxes or giving that same one million to your favorite charity, which would you prefer?" Great question. To fail to plan is to give half or more of your estate away to the IRS.

This book will provide good insight if your net worth is $2-5 Million or you are a financial counselor.

I read this book cover to cover looking for sound information that I can pass along to the business owners and non-profit organization leaders that are my management consulting clients.

I was delighted to find the book PACKED with advice that helps wealthy individuals consider the total picture of how the wealth transfer impacts the next generation and not just current tax reprecussions.

I recommend it to the Wealth counselors that I meet. You won't be disappointed.