The landmark book that changed the way exceptional families think about their heritage, their wealth, and their legacy to future generations--now revised and expanded.

Every family, looking at the next generation, hopes to confer advantages that are more than just material and financial--to inculcate character and leadership, to inspire creativity and enterprise, to help all family members find and follow their individual callings, and to avoid the financial dependency and loss of initiative that can all too often be an unwanted consequence of financial success. Yet...

Few families are able to pass along their wealth successfully to the next generation. The barriers to keeping money in the family are much more formidable than the barriers to making money in the first place. Why should this be? What pitfalls are most common? How can families and their advisers increase the odds of a successful intergenerational transfer of wealth? How can they preserve the family's human and intellectual capital?

Judy Martel, CFP(R), provides insightful answers to these questions and dozens more in this richly detailed book. The Dilemmas of Family Wealth...

Avoid -Shirtsleeves to Shirtsleeves- by Finding Your Voice

Growing up in a family with significant wealth or a family business can often feel like an exercise in silence. What should you ask? Whom should you ask? When? Is it ever right to talk about such things?

The Voice of the Rising Generation speaks directly to those who find themselves living in that silence, the so-called -next generation.- Great wealth or a family business can act like a -black hole, - sapping the dreams and aspirations of future generations who feel that they can never measure up to the...