Helping Business Families Transition Their Wealth

Over 80% of businesses in America are family-owned.
Yet less than a third successfully transition their businesses to the next generation.

Owners of family businesses face challenges on many fronts, no more so than when they seek to transition wealth from one generation to another. This is a daunting task, complicated in part because wealth and worth are often intricately woven into the family business. Typical transition plans focus on financial capital, often ignoring other important family assets - human and social capital.

Now there is a tool to guide advisors to families with small businesses through the intricate process of preparing and transferring wealth to heirs.

The first book that:
  • Defines successful family wealth transition planning
  • Offers a methodology for guiding families to success
  • Describes the three essential elements of a family wealth transition plan