From the creator of The M Word radio show, The M Word is the family guide to discussing financial transitions in a way that keeps both the wealth and the family intact
“With extraordinary insight, wit, wisdom, emotional intelligence, and practicality, Lori Sackler masterfully delivers honest, timeless, and highly useful guidance that will help investors and their families successfully navigate crucial life transitions and financial decisions. There is something for everyone in this brilliant book.”
—David M. Darst, CFA, Chief Investment Strategist, Morgan Stanley Wealth Management
As many as 13 million Americans confront the issue of wealth transference. According to research by MIT and The Economist, 70% of heirs lose their money, assets, and ...