Letters to the Family
Although not formal fiduciary documents, a letter from the patriarch or matriarch to children, grandchildren, trustees, or more remote descendants can have even greater effect, because it is a very personal document. See the companion website (www.wiley.com/go/stewardshipofwealth) for samples of effective letters.
Get The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors, + Website now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
