Book On Financial Planning Advice For Wealthy Families
, managing partner of afinancial planning firm assisting the affluent community, wrote a book entitled, A Wealth of Possibilities: Navigating Family, Money, and Legacy. The Amazon book description is below.
What separates financially successful, multigenerational families who flourish from those who languish? With professional knowledge, informed reflection, and poignent and charming anecdotes, Ellen Perry shares her twenty-five years of experience advising more than one hundred wealthy families. A Wealth of Possibilities is a variegated road map of many accessible paths and byways for anyone seeking to improve his or her family’s internal communication, cohesion, and sense of well-being. Offering a bounty of practical advice, thoughtful insights, and probing questions, A Wealth of Possibilities provides commonsense approaches and profoundly meaningful solutions to many of the most vexing issues confronting wealthy families.
See Michelle Singletary, Grass Isn’t Always Greener Across Financial Lines, Washington Post, May 3, 2013.
Special thanks to Naomi Cahn (John Theodore Fey Research Professor of Law, George Washington University School of Law) for bringing this article to my attention.