The dilemmas of family wealth insights on succession, cohesion, and legacy (bloomberg)

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The dilemmas of family wealth insights on succession, cohesion, and legacy (bloomberg)

TheDilemmasofFamilyWealthINSIGHTS ONSUCCESSION, COHESION, AND LEGACYJUDY MARTELFOREWORD BY JAMES E. HUGHES JR.Praise forI lie Dilemmas of Family Wealt

The dilemmas of family wealth insights on succession, cohesion, and legacy (bloomberg)th Insights on Succession, Cohesion, and LegacyBY Judy M artel■'W hen the mountains ol unread books on investing and estate planning are weighed again

st rhe Dilemmas of Family Wealth, many will elec t to keep this book on the bedside table. Instead of leaching how to calculate P/F ratios or ROI, the The dilemmas of family wealth insights on succession, cohesion, and legacy (bloomberg)

se twenty-three wise practitioners share their insights in ways that encourage action—not calculations! Wealthy baby boomers, who have been frustrated

The dilemmas of family wealth insights on succession, cohesion, and legacy (bloomberg)

•» * 'by so many other how-to books, should rush to purchase this terrific compendium.— Charlotte B. Beyf.rCKO. Inslilnlo lor Private Investors“Most

TheDilemmasofFamilyWealthINSIGHTS ONSUCCESSION, COHESION, AND LEGACYJUDY MARTELFOREWORD BY JAMES E. HUGHES JR.Praise forI lie Dilemmas of Family Wealt

The dilemmas of family wealth insights on succession, cohesion, and legacy (bloomberg)d for lack ol the kind ol sound guidance that Judy Martel oilers in The Dilemmas of Family Wealth. The value of this very effective book lies in the s

tories that illuminate the complexity of wealth—and how to deal with it in the context of the family system. Martel’s book is both specific and provoc The dilemmas of family wealth insights on succession, cohesion, and legacy (bloomberg)

ative. Families would be wise to buy multiple copies and read the book together, chapter by chapter!— Joi.INF. GodfreyCKO, Independent Means Inc.Autho

The dilemmas of family wealth insights on succession, cohesion, and legacy (bloomberg)

r, Raising Financially Fit KidsWealthy baby boomers have many individual advisers, but they desperately need some guidance on how to work together as

TheDilemmasofFamilyWealthINSIGHTS ONSUCCESSION, COHESION, AND LEGACYJUDY MARTELFOREWORD BY JAMES E. HUGHES JR.Praise forI lie Dilemmas of Family Wealt

The dilemmas of family wealth insights on succession, cohesion, and legacy (bloomberg)lanning.— Dennis JaffeProfessor, Saybrook Graduate SchoolExecutive Director. Family Enterprise CenterSan Francisco State UniversityThis page is intent

ionally blankDilemmasFamilyWealthAlso available fromBLOOMBERG PRESSFamily Wealth—Keeping It in the Family: How Family Members anil Their Advisers Pres The dilemmas of family wealth insights on succession, cohesion, and legacy (bloomberg)

erve Human, Intellectual, and Financial Assets for Generations by James E. Hughes Jr.Managing Concentrated Stock Wealth:An Advisers Guide to Building

The dilemmas of family wealth insights on succession, cohesion, and legacy (bloomberg)

Customized Solutions by Tim Kochis

TheDilemmasofFamilyWealthINSIGHTS ONSUCCESSION, COHESION, AND LEGACYJUDY MARTELFOREWORD BY JAMES E. HUGHES JR.Praise forI lie Dilemmas of Family Wealt