Books
Planning a Family & Business Legacy
AUDIENCE – ENTREPRENEURS, BUSINESS OWNERS & FAMILY MEMBERS
Karl Bareither’s book, Planning a Family & Business Legacy: A holistic approach to wealth transfer planning for entrepreneurs, business owners & family members.
Every family-owned business eventually faces the challenge of planning for the next generation of owners. How to accomplish the transition in a manner that is right for the business and fair to all the family members is a daunting task indeed!
Read about a revolutionary holistic approach to family business continuity planning that considers the needs, wants and desires of all the family members and addresses preservation of the family’s entire wealth not only the business. Karl Bareither takes you step-by-step through his proven method of family and business renewal. Learn how you can achieve maximum business profitability and minimize transfer taxes and enhance family communication in the process!
2013 tax act information will be included only when book(s) are purchased through FBR System.
Price: $14.95 U.S. + $3.95 S&H + 8.5% Tax CA. Only Buy Now
Becoming a Wealth Transfer Specialist
AUDIENCE – INSURANCE, FINANCIAL, TAX & LEGAL ADVISORS
Karl Bareither’s book, Becoming a Wealth Transfer Specialist: A proven holistic model for financial, legal and tax advisors to expand their family business practice.
Learn how Karl R. Bareither built a successful career by going beyond product transactions to a fee-based process approach assisting business owners and their families.
The FBR Model is a proven, holistic approach to wealth transfer planning that embraces the revolutionary concept that the client is the entire family, not the business owner alone. Imagine the reaction you’ll receive as you present, in a family retreat setting, a wealth transfer plan that takes into account the needs, wants and desires of all the family members present!
Discover how you can help your clients by becoming a Wealth Transfer Specialist. This book takes you step-by-step through the process!
2013 tax act information will be included only when book(s) are purchased through FBR System.
Price: $19.95 U.S. + $4.95 S&H + 8.5% Tax CA. Only Buy Now