Written by two experts in the field, will provide readers with a roadmap for detailing how to leave family wealth and more importantly, legacy, intact. Readers will learn a variety of skills, including how to articulate a collective vision and aspiration for the future which can be embraced by all family members nourishing close family bonds.

Generational Wealth: Building and Transferring Wealth Across Generations is a comprehensive guide to building and preserving wealth for future generations. This book covers the key principles and strategies for creating financial stability, developing a savings and investment plan, managing risk, and overcoming common financial challenges. It also provides guidance on estate planning, family communication, building a family legacy, educating future generations, and incorporating philanthropy into your wealth-building plan. With a focus on practical advice and real-world examples, this book is an ideal resource for anyone looking to build and transfer wealth across generations. Whether you're just starting out on your financial journey or looking to take your wealth-building to the next level, Generational Wealth provides the guidance and tools you need to achieve your financial goals and leave a lasting legacy for your family.

Personal wealth isn’t the only purpose of hard work and investment; it’s also important to be able to pass wealth on to one’s children and grandchildren. Wealth transfer and distribution is a game, and if played poorly—or if it is not realized a game is being played—one’s fortune can be eaten away by a combination of poor investments and unfair taxation. Written by a financial advisor with decades of experience, Playing the Game prepares people for the game of Wealth Transfer and Distribution, enabling them to pass on their fortune intact so that future generations may enjoy it.

Is generational wealth possible for my family? How do I avoid probate? How do I establish a trust? Is there another estate planning tool better suited for me? How do I ensure orderly succession of my business interests? When should I begin estate planning? What professionals and advisors should I rely on? These and other complicated questions and issues arise when estate planning is considered. It can all be overwhelming. And, in today's age of social media "influencers" and "wealth gurus", there is a lot of misinformation being spread about wills, trusts, asset protection and estate planning. Still, estate planning is a critical step that many individuals overlook, resulting in missed opportunities to build and preserve wealth for future generations. It is a common misconception that wealth and abundance are unattainable or only reserved for a select few. Even those who have achieved a certain level of financial success often encounter complex legal, tax, and family-related challenges that hinder their ability to effectively plan for their legacy. This book aims to dispel these misconceptions and provide readers with the necessary legal insights, practical examples, and valuable resources to make generational wealth a tangible and achievable goal. This book explores the specific advantages that middle-class families can gain from comprehensive estate planning, empowering them to navigate the complexities of wealth preservation. The estate planning insights in the book also provide immense value for wealthy individuals and business owners who are looking to prepare for succession and the transfer of their wealth. The book offers invaluable information and insights tailored to the unique circumstances of high net-worth individuals, addressing the intricacies of wealth preservation, tax optimization, business succession, and the seamless transfer of assets across generations. Whether it's establishing trusts, structuring business entities, or creating comprehensive wealth transfer strategies, readers will find actionable advice and practical solutions to safeguard their financial legacy and ensure a smooth transition of their wealth.

Does the vision you hold for your life elude you? There may be a reason. According to Dr. Pamela Jolly's premise, you may not be using your natural gifts. What if we also told you that understanding the business of YOU is the key that unlocks the door to fulfilling your dreams. We all seek direction in life to go forward toward things we want most to happen. What if you could find a way to tap into the crucial insights of who you really are? And what if you could guarantee yourself a winning chance of reaching your full potential in your lifetime? The NarrowRoad System invites you on a journey of self-discovery. When navigated, it reveals the path that leads to the wealth you desire and your ability to ensure your legacy continues. Using 24 unique NarrowRoad Identity (NRID) patterns developed from her data-driven research and engaging the five forms of capital available to us all—human, social, intellectual, cultural, and spiritual—Dr. Jolly shows a personal journey to true transformation.

"Bridging the Generations – Transitioning Family Wealth and Values for a Sustainable Legacy provides you with insight, strategies and compelling stories on how your wealth can be successfully passed on from one generation to the next with the family unity intact. You'll benefit from learning: How true wealth is more than an impressive financial balance sheet; How to put the family center and front; Five pillars to create a successful wealth transfer and succession for your family; Real life stories of wealth transfers and successions done well and done poorly; Strategies you can apply now in your own transition planning"--