I am very excited to announce the release of How to Not Ruin Your Kids with Money. This website was a piece of its ultimate development – but a fuller, more focused discussion on wealth transitions within families. It is my hope that readers will find it not only helpful, but optimistic and encouraging – even though the work to transition wealth generationally is not easy.
The book is divided into three main sections – 1) Define the Problem; 2) Define the Target and the Responsibility; and 3) Get After It. Together, I think you’ll find that they comprise an honest, compassionate, insightful conversation to enable you and your family to:
- Understand the challenges you’re facing
- Properly and realistically define what success looks like
- Know what you should and should not do when it comes to wealth planning
- Empower the next generations of your family as to wealth
- Safely walk through your heirs’ most challenging stages of life
- Get the most out of your advisors
- Achieve meaningful, multi-generational goals
At the end, I want to leave you with better tools, strategies, and insights to turn fear into hope and hope into greater confidence regarding wealth within your family than you thought possible.
Happy reading!
To learn more and to purchase the book direct, you can click here.
