
Strangers in Paradise: How Families Adapt to Wealth Across Generations
April 20, 2025
Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values
April 20, 2025Philanthropy, Heirs & Values: How Successful Families Are Using Philanthropy To Prepare Their Heirs For Post-transition Responsibilities
This first-of-a-kind book by Roy Williams and Vic Preisser of The Williams Group reveals the hidden power of philanthropy to prepare your heirs for wealth and responsibility. After interviewing 3,250 affluent families, and examining almost 100 family foundations, the authors disclose how successful families are using philanthropy to teach their heirs Values, develop their appreciation for focus on a specific Mission, and instill a sense of Accountability. In many cases, the use of philanthropy as a teaching tool by the family leaders determined whether or not the family remained unified-and financially successful-in their post-transition period.




