Complete Estate Planning: A Practical Guide for CPA's, Consultants, and Principals Managing a Family Office

By George P Brown PhD

Whether you are leading a multi-generational family enterprise, managing a thriving business, or advising high-net-worth clients, estate planning is more than documents-it's about preserving a legacy.

In Complete Estate Planning, Dr. George P. Brown draws on over four decades of experience in trusts, estates, and business consulting to deliver a clear, practical, and comprehensive guide. Written specifically for leaders and advisors within the Prestige Family Office system-but equally valuable to any business owner-this book bridges the gap between personal estate planning and business succession.

You'll discover proven strategies for structuring trusts, protecting assets, integrating tax planning, and ensuring smooth leadership transitions. With real-world insights, step-by-step frameworks, and an entrepreneur's perspective, Complete Estate Planning equips you to safeguard both family and enterprise for generations to come.

It's not just planning-it's building a legacy that lasts.

• Format: Paperback
• Language: English
• ISBN: B0FLWMWGTD
• ISBN13: 9798297293076
• Release Date: August 2025
• Publisher: Independently Published
• Length: 82 Pages
• Weight: 0.27 lbs.
• Dimensions: 0.2" x 6.0" x 9.0"