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Family Wealth Transition Planning
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Type: BOOK - Published: 2010-05-21 - Publisher: John Wiley & Sons

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Managing the transition of family wealth from generation to generation is a daunting task. Families with businesses require inheritance plans that are even more
Family Wealth Management: Seven Imperatives For Successful Investing
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Type: BOOK - Published: 2023-07-26 - Publisher: World Scientific

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The successful management of family wealth has always been a challenge, even in the best of times. Requiring a careful balance of both family and financial cons
Preparing Heirs
Language: en
Pages: 208
Authors: Roy Orville Williams
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Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they revea
Tax Planning for Family Wealth Transfers
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Build Your Family Bank
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Authors: Emily Griffiths-Hamilton
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Type: BOOK - Published: 2014-08-17 - Publisher: Figure 1 Publishing

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Why do 70 percent of wealth transition plans fail? This is the question that Emily Griffiths-Hamilton sets out to answer in Build Your Family Bank, a book that