Book Recommendations

UnHeritage

By Bill High, Jerry Nuerge, Ryan Zeeb, Steve Gardner & Tom Conway

Given the 90% failure rate, estate planning needs an extreme makeover. Quality of relations, not quantity of dollars, determines quality of life.

While accounting and legal procedures focus on the preservation of financial capital, they do not address the personal and relational elements that are pertinent to a healthy family plan. Learn how good legacy planning puts human outcomes before capital preservation.

UnPrepared

By Alan Pratt, Bill High, Daryle Doden, Frank Mullins, Jeff Rogers, Jerry Nuerge, Johnne Syverson, Lori Coonen, Louis Upkins, Steve Gardner, Todd DeKruyter & Tom Conway 

Merely sounding the alarm on hidden dangers of inherited wealth does little to solve the problems: sometimes the greatest risks aren’t those foreseen. 

These pages contain insights and best practices from an array of experts in the legacy field. Focused catalytic questions will help you look for vulnerabilities in your plan. 

Questions like: Will your heirs beat the odds?How prepared are they? What are the leading indicators of being prepared? Whose responsibility is it? What is the price of preparation? The price of failure?

The Priceless Gift

By Jerry Nuerge

Relationships are the most important factor in developing your family legacy. Yet, imagine if you had just one chance to give someone you loved a meaningful message – what would you say? 

That question sparked this booklet which casts a vision for how to deepen your family relationships. It offers practical ways to honor those you love and talk about the things you always mean to say but never quite get around to saying. It could be called a eulogy in action.

Family & Advocate Testimonials

We have attended two Family Institutes and the testimonials from the families themselves was what made it the most impactful. Hearing that we were not the only ones with struggles was refreshing and it was great to hear that the process doesn’t have to look the same for everybody. The speakers made it educational no matter what age or stage of life you are in. We made the decision to bring in a family coach that has really helped shape our thinking for our family’s future.


CRAIG AND KRISTIN SNYDER

We have attended two Family Institutes and the testimonials from the families themselves was what made it the most impactful. Hearing that we were not the only ones with struggles was refreshing and it was great to hear that the process doesn’t have to look the same for everybody. The speakers made it educational no matter what age or stage of life you are in. We made the decision to bring in a family coach that has really helped shape our thinking for our family’s future.


CRAIG AND KRISTIN SNYDER

We got to listen to Phil speak of his remarkable experience of helping to carry on a multi-generational business last fall at the Family Meridian conference. We could not have been more inspired by how he blended family and non-family employees into his very successful companies.


ALEX AND MEGHAN MELVIN