- Hardcover: 181 pages
- Publisher: Robert Reed Publishers; 1 edition (January 1, 2010)
- Language: English
- ISBN-10: 193174131X
- ISBN-13: 978-1931741316
- Product Dimensions: 5.5 x 0.7 x 8.7 inches
- Shipping Weight: 12.8 ounces (View shipping rates and policies)
- Average Customer Review: 15 customer reviews
- Amazon Best Sellers Rank: #339,221 in Books (See Top 100 in Books)
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Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values 1st Edition
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"...a gift for families in planning wealth transfer with trust and harmony." -- Pete Coors, CEO Coors Brewing
"A very helpful tool for many people facing decisions regarding the transfer of wealth." -- Rosemary B. Hewlett
"Practical, full of wisdom, and destined to become a classic." -- Jack Canfield, Co-author
About the Author
Roy Williams has spent nearly 40 years coaching successful families throughout the world. His earlier books, Preparing Your Family to Manage Wealth and For Love & Money, are widely used by estate planners, trust officers, and lawyers. Formerly the Secretary of Social Services and Secretary of Transportation for the State of Iowa, Vic Preisser is a successful entrepreneur and has served in senior executive capacities with Fortune 500 companies.
Top customer reviews
Skeptics might claim that this book is just an extended infomercial for The Williams Group's estate planning ('coaching') services. The authors certainly don't plan to get rich by selling books, but collecting 1% of large estates through advisory fees looks like a more promising approach. It's interesting that the Williams Group website uses the ".org" suffix despite no sign of having applied for 501(c)3 tax-exempt status. If you decide to give them a call, ask what's going on here. I think that there is enough good high-level information in this book to justify reading it, whether or not you conclude that it's just an infomercial.