#39985
Mentioned in 1 episodes
The Happy Inheritor
How Successful Families Prepare Heirs and Transition Wealth
Book • 2024
Dr.
Thomas Deans' "The Happy Inheritor" delves into the often-overlooked impact of mental health on family wealth transitions.
The book explores the challenges posed by personality disorders, particularly covert narcissism, and their influence on estate planning and family dynamics.
Deans provides practical strategies for families to navigate these complexities and foster healthier relationships around wealth.
He emphasizes the importance of open communication and facilitated family meetings to resolve conflicts and ensure a smooth transfer of wealth.
The book offers a compassionate yet insightful approach to a sensitive topic, providing valuable guidance for families and advisors alike.
Thomas Deans' "The Happy Inheritor" delves into the often-overlooked impact of mental health on family wealth transitions.
The book explores the challenges posed by personality disorders, particularly covert narcissism, and their influence on estate planning and family dynamics.
Deans provides practical strategies for families to navigate these complexities and foster healthier relationships around wealth.
He emphasizes the importance of open communication and facilitated family meetings to resolve conflicts and ensure a smooth transfer of wealth.
The book offers a compassionate yet insightful approach to a sensitive topic, providing valuable guidance for families and advisors alike.
Mentioned by
Mentioned in 1 episodes
Mentioned by 
Aileen Miziolek
59: Mental Health Impacting Intergenerational Wealth Transfers
