High Net Worth

Capital Planning Service Videos

Educational Videos

Recommended Resources

Wealth in Families
by Charles W. Collier

Family Wealth—Keeping it in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations
by James E. Hughes Jr.

Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values
by Roy Williams et al.

The Ultimate Gift (2006) Movie
Drew Fuller (Actor), James Garner (Actor), Michael O. Sajbel (Director) | Rated: PG-13 | Format: DVD. What would you be willing to do in order to inherit one billion dollars – A Novel, Jim Stoval (note: the movie is great family viewing)


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