The Legacy Conversation: The Missing Gem in Wealth Planning

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9781595981004: The Legacy Conversation: The Missing Gem in Wealth Planning
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The Legacy Conversation: The Missing Gem in Wealth Planning provides a much-needed guide to opening conversations within families regarding both tangible and intangible legacies. It weaves personal stories and practical tips on wealth managment and encourages proactive dialogue among family members.

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About the Author:

Psychologist team Carolyn J. Friend and James M. Weiner co-founded the Gen-T Legacy Institute to assist families in passing on the non-financial, intagible legacy from one generation to another through their Inheriting Wisdom process. A husband and wife team, they reside in Chicago.

Review:

The Legacy Conversation is a must-read for wealthy families confronting the complex and sensitive issues of the "inheritance." This book weaves personal stories into a guide for helping families discuss the tangibles and intangibles associated with wealth, and rightfully highlights that wealth is not what you have, but what you do with it. --David Filkin, Principal, Gresham Partners, LLC

Any family member or advisor to them wishing to learn about legacy conversations, family wisdom, or other generational issues, should read this important work. The conversations that evolve from the Inheriting Wisdom process are a gift in perpetuity to them and their future generations. --Thomas R. Livergood, CEO and Founder, The Family Wealth Alliance

This thought-provoking and insightful book is a timeless and invaluable contribution to the art of legacy planning. It will inspire readers to engage in a proactive dialogue about transferring family wisdom across generations, and help them better understand the dragons that all families face. --Joe Calabrese, President, Harris myCFO, Inc.

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Weiner, Carolyn J. Friend & James M.
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