First Generation Wealth: Three Guiding Principles for Long-Lasting Wealth and an Enduring Family Legacy

This is a must read if you’re serious about generational wealth. It teaches you how to keep the wealth from one generation to the next. It even has recommended readings at the end.

Worthwhile. Have purchased for clients

Balentine and Cronje have penned an excellent book on intergenerational planning for wealth creators.It is well presented, expressed in plain English, and filled with instructive anecdotes. My favorite sections were: 1. Construction of a family constitution or operating agreement 2. Best-practices conflict resolution 3. Equal versus fair treatment of heirs 4. Trustee selection, longevity and independenceThis high-level approach adds a lot of value to traditional asset management for families. Clearly, Balentine LLC views first-generation wealth creators as a very important market segment for the firm and, in my view, has built out the services that matter the most to these clients.Alonzo Aldrich Neese JR, CPA

First Generational Wealth is a thought-provoking book enticing the reader to think at a deeper level about their legacy. There is not much guidance on intergenerational wealth and how to approach thinking about core principles. First Generation Wealth tackles the subject head on with advice and key topics every family should think through as they think about the next several generations. I highly recommend this book as a must read for anyone that is looking to build an enduring family legacy.

As the owner of a First Generation business, I have many concerns over the transaction, the if, and the how to possibly pass this on to family, or sell, or what…? This book has been a tremendous resource to understand the issues, the guidance, and possible solutions as we look forward into the future. This book has been extremely helpful - Well Done..!

Amazing Job on a topic that many of us don't think about often! We work so hard to pass an amazing gift on to the next generation, but this book helps you to really think about to make sure it is a gift. If not handled correctly now this gift can become a curse. Great job to the authors to help you navigate this complex course today and in the future!

This book came highly recommend as I searched for experienced and professional guidance to help me successfully manage my family wealth for generations to come. Thank to the authors for sharing.

This book is a practical guide to addressing the complex personal issues around proper wealth management and its impact on future generations. The authors take you on an extremely thought provoking journey on how to plan, prepare and live a life of true fulfillment - one with purpose and legacy. I highly recommend this book, particularly for my fellow entrepreneurs.