Sep 19, 2017
Maybe you put it on the stack with other "value add" topics. It's a topic so prevalent as to become background noise to our financial advisor clients.
And yet so few are doing a thing about a $30 trillion, once in a lifetime occurrence – to their own extraordinary peril.
Dr. Thomas William Deans is the author of the all-time best-selling family business book, Every Family’s Business: 12 Common Sense Questions to Protect Your Wealth and Willing Wisdom: 7 Questions Successful Families Ask.
He speaks on the international lecture circuit full time. Having delivered more than 500 speeches, he has built a reputation as a thought leader on the subject of intergenerational wealth transfer.
His lectures and books argue that family has emerged as the greatest economic driver of all time. But the question remains: How can wealth be transferred successfully without destroying the recipient and the wealth itself?