BOOKS

Executors, Trustees & Beneficiaries

Executors, Trustees & Beneficiaries

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Family Meetings book

Family Meetings book

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Preparing Heirs

Preparing Heirs

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Philanthropy Heirs & Values

Philanthropy Heirs & Values

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NEW GAME-CHANGING BOOKS

Must Reads for Families & Their Advisors

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GOING BEYOND THE MONEY WHITEPAPER

Learn to Build Lasting Relationships with Generational Families

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The Great Wealth Transfer™: Insights Into Giving While Living

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