Family Wealth Counseling:
Getting to the Heart of the Matter
-A Revolution in Estate Planning for Wealthy Families
Family Wealth Counseling: Getting to the Heart of the Matter puts into writing the collective wisdom of more than 20 years of working with and learning from hundreds of wealthy families.Jack Sullivan has helped affluent families honestly address the important "soft" issues of life as well as the complex "hard" issues of wise tax planning.
The book details how the Family Wealth Counseling process has positively impacted America's wealthy families financially, socially, emotionally and spiritually by integrating these two components into a comprehensive life-plan that produces results.
Please print the following form, fill it out completely and:
1. Mail with full payment to: Heritage Wealth Counselors, LLC at:
PO Box 335 Mountain Lakes, NJ 07046.2. Fax order to: 973-331-0225. You will be invoiced upon receipt of order.
Please send ____ copies of Family Wealth Counseling: Getting to the Heart of the Matter
$29.95 plus $5.00* S&H for each book.
* For orders placed in NJ, please add $6 to cover S&H and sales tax.Questions about the benefits of values-based wealth management?
