Preparing Heirs: Five steps to a Successful Transition of Family Wealth and Values

Preparing Heirs, Five steps to a Successful Transition of Family Wealth and Values

Preparing Heirs: Five steps to a Successful Transition of Family Wealth and Values

By Victor Preisser, MBA ’64, Roy Williams
Robert D Reed Publishers, 2004

A major reason that 70% of attempted inheritance result in loss of the control of assets is that heirs were not properly prepared to receive the responsibility for the family wealth. Professionals in inheritance, Williams and Preisser explain how to prepare the next generation. 

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