unPrepared, Heirs at Risk: 14 Elements of Successful Wealth Transfer
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by Tom Conway, Steve Gardner, Bill High, and other contributors
This book picks up where family legacy planning often falls short – not the money itself, but the heirs receiving it. A team of legacy coaches and financial professionals with backgrounds in legacy coaching, estate planning, and family business succession contributed their combined field experience.
Rather than a single narrative, unPrepared, Heirs at Risk is organized around 14 distinct elements that determine whether a wealth transfer actually succeeds. The focus is on preparing people, not just paperwork.
- Multigenerational heir preparation
- Building family communication and trust before transfer
- Facilitating family meetings around shared goals
- Practical safeguards against wealth being mishandled
Focused questions help readers look for vulnerabilities in their own plan and avoid them.