Family Wealth Counseling:
Getting to the Heart of the Matter
-A Revolution in Estate Planning for
Family Wealth Counseling: Getting to
the Heart of the Matter puts into writing the collective wisdom of
more than 20 years of working with and learning from hundreds of
Jack Sullivan has helped affluent families
honestly address the important "soft" issues of life as well as the
complex "hard" issues of wise tax planning.
The book details how the Family Wealth
Counseling process has positively impacted America's wealthy families
financially, socially, emotionally and spiritually by integrating these
two components into a comprehensive life-plan that produces results.
Please print the following form, fill
it out completely and:
1. Mail with full
payment to: Heritage Wealth Counselors, LLC at:
PO Box 335 Mountain Lakes, NJ 07046.
2. Fax order to:
973-331-0225. You will be invoiced upon receipt of order.
Please send ____ copies of Family
Wealth Counseling: Getting to the Heart of the Matter
$29.95 plus $5.00* S&H for each book.
* For orders placed in NJ, please add $6
to cover S&H and sales tax.
Questions about the benefits of
values-based wealth management?
contact Jack now.