Overview
Few families are able to pass along their wealth successfully tothe next generation. The barriers to keeping money in the familyare much more formidable than the barriers to making money in thefirst place. Why should this be? What pitfalls are most common? Howcan families and their advisers increase the odds of a successfulintergenerational transfer of wealth? How can they preserve thefamily’s human and intellectual capital?
Judy Martel, CFP®, provides insightful answers to thesequestions and dozens more in this richly detailed book. TheDilemmas of Family Wealth takes a fresh look at thecommunications barriers, misunderstandings, and generationalconflicts that can pull families apart and scatter their wealth infar less time than it took to build it. Martel identifies thedilemmas that families are likely to face and offers wise counselfor overcoming the challenges they pose. Her book includes adviceand perspectives from top experts in the field and frankfirst-person experiences related by family members with whom theyhave worked.
Judy Martel, CFP®, provides insightful answers to thesequestions and dozens more in this richly detailed book. TheDilemmas of Family Wealth takes a fresh look at thecommunications barriers, misunderstandings, and generationalconflicts that can pull families apart and scatter their wealth infar less time than it took to build it. Martel identifies thedilemmas that families are likely to face and offers wise counselfor overcoming the challenges they pose. Her book includes adviceand perspectives from top experts in the field and frankfirst-person experiences related by family members with whom theyhave worked.
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