White Paper:
Effective Family Governance
Most inheritance plans ultimately fail because the inheritors are not prepared for the responsibilities that come with their emotional and financial inheritances. To thrive, the family must learn how to work together, and how to equip succeeding generations to deal with the responsibilities and opportunities of inherited wealth.
The ultimate goal of Family Governance as described in this paper is to create a high-performance, multigenerational team in which the succeeding generations are participating in decision making, leadership activities and hands-on money management long before their parents pass on.
Click here for a free download of this informative white paper.
White Paper:
Sustaining Family Wealth & Unity Across Generations
Your family’s assets, and its unity, can be sustained from one generation to the next. The specific elements required to accomplish this have been tried, tested and proven over centuries. Research at The Heritage Institute was inspired by this question: “if 90% of families fail to keep their unity and their assets together across generations, what do the ‘successful’ 10% do differently?”
Our work, plus contemporary studies and the cumulative experience of professional advisors, provided the answer: families who remain strong and unified across generations share many
specific ‘elements of success’ in common, including how they intentionally teach and transmit those elements to succeeding generations.
Click here for a free download of this important white paper.
Book: Beating the Midas Curse
In this ground-breaking book by the cocreators of The Heritage ProcessTM,, the case for heritage planning is laid out in compelling fashion.
You will learn why heritage planning is vital to the unity and prosperity of the family, how heritage planning has developed over the centuries, and how you can apply the principles of heritage planning in your life today.
Purchase price: $29.95
To order directly from the publisher, please call 503-771-2257. Or, email here for special case purchase discounts.
Hardcover: 221 pages
Publisher: Heritage Institute Press
# ISBN-10: 1933694-03
Download one of our white papers, or read our best-selling book
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