Books

Preparing Heirs

Roy Williams and Vic Preisser

$18.00 ($29.95 retail)


For orders outside the U.S., please email info@thewilliamsgroup.org
 

"I think this book is a jewel."
-Pete Coors, Chairman, Coors Brewing Company

This is not simply another book about estate planning. Transferring "maximum wealth" does not guarantee wealth (or family harmony) in the next generation. In fact, research has established that 70% of wealth transitions fail. Clearly, important elements are missing from the current approach to estate planning.

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Philanthropy Heirs & Values

Roy Williams and Vic Preisser

$18.00 ($29.95 retail)

ISBN: 1-931741-51-4


For orders outside the U.S., please email info@thewilliamsgroup.org
 

"This book should be the handbook for all philanthropic advisors throughout the country."
-Don Hartman, Director NAPP / NAFWC

Following on the heels of their last successful book for affluent families (Preparing Heirs), Roy Williams and Vic Preisser reveal how successful families use charity to prepare their children for wealth and responsibility.

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10-Q Wealth Transition Quiz

Is your family prepared for wealth transition?

$25.00 (pack of 25 cards)


For orders outside the U.S., please email info@thewilliamsgroup.org
 

This 10-question quiz is a quick read on a family member’s view of the entire family's readiness for estate transition. It’s a simple yet highly effective tool to framing a conversation around non-financial issues.

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