Family. Money.
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by David Wills, Terry Parker, and Greg Sperry
Wills, Parker, and Sperry, three veteran wealth transfer experts, tackle a subject most families avoid discussing openly: the common pitfalls that quietly damage both wealth and relationships.
Family. Money. lays out a clear, structured strategy for each phase of a family’s financial life. Each phase gets its own practical framework.
- Developing a personal family stewardship philosophy
- The three steps to family money harmony
- The four phases of wealth – Acquisition, Preservation, Utilization, Transition
- Practical tools for navigating each wealth phase
Published through NCF, the book leans on decades of combined field experience to help families move through each stage of wealth with clarity and harmony instead of conflict.