---
product_id: 1274000
title: "Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values Hardcover – January 1, 2010"
brand: "roy williamsvic preisser"
price: "$143.59"
currency: USD
in_stock: true
reviews_count: 9
url: https://www.desertcart.us/products/1274000-preparing-heirs-five-steps-to-a-successful-transition-of-family
store_origin: US
region: United States of America
---

# Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values Hardcover – January 1, 2010

**Brand:** roy williamsvic preisser
**Price:** $143.59
**Availability:** ✅ In Stock

## Quick Answers

- **What is this?** Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values Hardcover – January 1, 2010 by roy williamsvic preisser
- **How much does it cost?** $143.59 with free shipping
- **Is it available?** Yes, in stock and ready to ship
- **Where can I buy it?** [www.desertcart.us](https://www.desertcart.us/products/1274000-preparing-heirs-five-steps-to-a-successful-transition-of-family)

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## Description

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## Customer Reviews

### ⭐⭐⭐⭐ 







  
  
    necessary but not sufficient
  

*by X***Y on Reviewed in the United States 🇺🇸 on January 24, 2013*

After reading this book, you may conclude, "Well, that was obvious." Unfortunately, if you are busy building and/or running an empire, the obvious can fall by the wayside, sometimes with disastrous results. I claim that the information in this book is 'necessary but not sufficient' because the simple guidelines in this book may not directly address the complexities of your situation. Nevertheless, it's a good place to start for anyone thinking about estate transition.Skeptics might claim that this book is just an extended infomercial for The Williams Group's estate planning ('coaching') services. The authors certainly don't plan to get rich by selling books, but collecting 1% of large estates through advisory fees looks like a more promising approach. It's interesting that the Williams Group website uses the ".org" suffix despite no sign of having applied for 501(c)3 tax-exempt status. If you decide to give them a call, ask what's going on here. I think that there is enough good high-level information in this book to justify reading it, whether or not you conclude that it's just an infomercial.

### ⭐⭐⭐⭐⭐ 







  
  
    Important book for any intergenerational business
  

*by Y***K on Reviewed in the United States 🇺🇸 on November 4, 2022*

Easy read

### ⭐⭐⭐⭐⭐ 







  
  
    Hallmark book in this space.
  

*by H***E on Reviewed in the United States 🇺🇸 on May 16, 2018*

Williams group has done some amazing research to launch the legacy movement. This book contains much of the readable poppets from their huge study of 3,250 families.The reasons families of wealth fail is not what you'd expect. This book outlines real reasons why they do and offers some solutions on how to fix it.

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*Product available on Desertcart United States of America*
*Store origin: US*
*Last updated: 2026-03-04*