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The Greatest Gift Book

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Navigate a peaceful inheritance

Meet the Authors

The Greatest Gift book is for anyone who values relational wealth as much as they value financial wealth. It’s for anyone who envisions their heirs thriving and living in harmony someday after they are gone.

This book is also for inheritors, a current or future beneficiary of a family with enough wealth and possessions to understand the potential pitfalls of wealth transfer and wish to be a catalyst for proactive conversations with their family, or anyone else who might share in the inheritance.

Journal Posts

Develop a Common Purpose

Principle #1: Develop a Common Purpose

No matter the dollar amount, one of the best ways to equip family members for the shock of inheritance is to provide them with a common purpose. Think of a common purpose as a series of long-term shared goals that bind individuals together through teamwork, engagement, and reinforcement.

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Share Your Story

Principle #2: Share Your Story

However you do it, capturing your story will help your descendants know their story, their roots. You have a story, so tell it. And tell it often. Also, share what you’re most proud of.

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Forge Traditions

Principle #3: Forge Traditions

We all have a need to belong and to know that we are enough. It’s part of being human. For parents and grandparents, it’s a challenge to instill this confidence in our children—that they, too, belong and are enough, that they are unique, and that we treasure them because of and despite their strengths, weaknesses, successes, and failures.

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