The Dilemmas of Family Wealth Insights on Succession, Cohesion, and Legacy

From firsthand interviews with families of significant means and gathered wisdom of the experts in the field, the author--a Certified Financial Planner--details the most common "family busters" in story format based on real families and offers expert advice on solutions.

Judy Martel, CFP®, is a vice president at Asset Management Advisors (AMA), a leading multifamily office and subsidiary of SunTrust Banks, Inc. Martel has twenty years of experience in journalism and public relations. She was a newspaper journalist for eleven years, and she has written extensively on wealth issues and family dynamics for such publications as Robb Report Worth, Town & Country, and Vive magazine where she writes a regular column. She is a certified financial planner. 

The book’s foreword is by James E. Hughes Jr., author of Family Wealth: Keeping It in the Family (Bloomberg Press). His foreword offers the perspective of a respected longtime family counselor and a preeminent expert in the field of family governance and wealth transfer.