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Occasionally I meet somebody outside of the context of my personal history, and in one way or another, it will become evident to them that I'm wealthy. And they say, "I'll be damned! You're not at all what I would expect." Hearing that always pleases me: I take it as a high compliment. I've had to work hard not to buy into the stereotypes about rich people. And I see those stereotypes everywhere. I want people to make up their mindsnot only about me, but also about other people I know who have moneybased on who they are, based on what they are doing, and based on what they love.

- A young heir interviewed by The Inheritance Project.

Working with Inherited Wealth Clients book cover

Working with Inherited Wealth Clients:
A Guide for Professional Advisors


Margaret Kiersted

This short article familiarizes professional advisors with the emotional challenges facing many wealthy clients. It identifies ways in which the communication between affluent clients and professionals tends to break down, and suggests strategies for making the relationship more effective and satisfying. 8 pages


TRIO PRESS
$2.00
Now available in Adobe Acrobat format.


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