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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


T A B L E   O F   C O N T E N T S

Introduction

What makes some heirs challenging clients?

What are the emotional realities behind this behavior?

What happens to heirs in your office?

Embarrassment

Fogging out

Communication breakdown

What do heirs want from you?

Respect

Patience

Empowerment

Brief self-administered questionnaire for professionals

Further suggestions

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