A CULTURE OF CONVERSATION LINKS TO TRANSFERRING FAMILY VALUES AND WEALTH

by michael on June 22, 2011

I met Randy Fox only two weeks ago. We were introduced electronically, as they say, by mutual friend, John A Warnick. Randy offered to help with background information for an article I am writing on estate planning and estate administration issues relating to firearms.

Randy’s financial planning company is InKnowVision, LLC, a national consulting and marketing firm that develops wealth management and preservation strategies. http://www.inknowvision.com/

Randy is a member in a LinkedIn group named Art Solutions–Best Practices. The group is comprised of art and financial and estate planning experts from around the world. It’s quite a collection of really bright dedicated professionals unsurpassed in their fields.

Randy and I spent hours on the telephone discussing estate planning techniques for transferring art collections and the like to successor generations. Two themes were overarching: how to preserve family property and how to eliminate family fighting.

Randy was interested in my book. I sent him a copy. He read it and wrote this eloquent book review. Here is the link to the book review:

http://advisors4advisors.com/advice/estate-planning/article/13530-help-your-clients-take-their-estate-planning-beyond-the-documents-and-the-numbers-buy-them-a-book

I am deeply honored by his effort.
I am especially pleased that Randy sees a link between my book’s theme of developing a culture of moral convesations with young children and prudent estate and wealth planning.

Thank you, Randy

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