Take the conversation home.
The three books behind today's talk. Order in two minutes and they ship the same day, free anywhere in North America.
The Family Wealth Trilogy
The complete framework for passing on a business, an estate and the wisdom behind them.
Or Pick One
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Every Family's Business
12 questions to transition a family business without losing the family.
Willing Wisdom
Why a secret will causes big
problems, and how to talk about yours.
The Happy Inheritor
The great wealth transfer has begun. Make sure it helps the next generation.
2M+
NYT
Forbes
books sold in 100+ countries
top-ten book for business owners
top 18 books for advisors, 2025
"My wife and our two children read this
book and answered the 12 Questions.
The conversations that followed changed
every aspect of our succession plan."
Suzanne K - Vancouver, BC
Free shipping anywhere in North America, 2–5 days.
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