The Great Wealth Transfer Blog
Why I Wrote ....... The Happy Inheritor
I had already declared to my family, friends past clients that I was done writing books. That is until one morning in the fall of 2023 without warning, without a plan, without intentionality, I began typing a manuscript that became The Happy Inheritor. As the Chinese philosopher Lao Tzu said, “the journey of a thousand miles begins with a single step”. Once I typed the first sentence, the rest of the book flew off my finger-tips between the hours of 3:30 AM and 7:00AM for months on-end.
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Every Minute $2.3 Million is Inherited
To say that the great wealth transfer is under way would be stating the obvious. But what most people, including people in the business of managing other people's money, under appreciate, is the magnitude of this wealth shift.
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High Performance Families Talk Peacefully and Honestly About Money
The Happy Inheritor: How Successful Families Prepare Heirs and Transfer Wealth has been simmering in me for a long time, born mostly from frustration. The book is an awakening of sorts that some people will simply never accept the central premise of all my books – that high performance families talk peacefully and honestly about their wealth.
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Is Inheriting Your Retirement Plan?
The Great Inheritance Tsunami isn't coming - it's already here and it's in full swing. Everyday almost $3 Billion is inherited in the US and about $300 million by Canadians. Much of this wealth is creating surprises on the up-side and to the downside among family who were waiting to inherit -- and to be clear, there are a lot of waiters.
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Family Meetings Are Successful Because Difficult People Seldom Attend
I have to confess that the most fun I’ve had as a speaker over the past 17 years is not the big-stage events in Vegas or Chicago, but rather presentations to a single family who are meeting for the first time to talk about their wealth
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