Tom Deans is a New York Times best-selling author, renowned speaker, and a friend of ours at BlueRock Wealth Management. We are excited to welcome him to speak to our clients in November 2024 (please touch base if you did not receive your invite), and we want you to know that he recently released his third book, “The Happy Inheritor.”
Deans is known for challenging the norms about family businesses and succession planning. In his first two books, Deans strives to provide honest answers to the tough questions families have when transferring their business and planning for the future. “The Happy Inheritor” is a bit different.
In this book, Deans does more than offer guidance for helping families start the conversation about transferring their wealth. Instead, he describes the process other successful families have followed to prepare their heirs and ensure the seamless transfer of wealth.
Most people want the wealth they worked so hard for to benefit their families and future generations, unlocking possibilities that may not have been possible otherwise. Deans’ newest book was born out of a belief that transferring wealth can be about care and joy instead of a process family members often use to control and destroy.
You can learn more about Tom Deans and his book, “The Happy Inheritor,” in a recent interview he gave for Canadian Family Offices. We hope you read his new book and apply his advice to your own estate and succession planning considerations.
