Where Are You in Your Family's Legacy?
Check yourself
Two minutes, with no dollar figures, to find your place in your family's chain and the stage of life the book would put you in. It places you as receiving from an older generation, in the middle or at the top, or leaves you unplaced. It then names one of the book's four tiers.
Key points
- It asks whether you are receiving from an older generation, in the middle of the chain or at the top of it, and you may be left unplaced.
- It names the book's tier for your stage of life, from the Young Investor to the Legacy Keeper.
- It records children and grandchildren only in broad age bands, never a name, a birthdate or a count.
- Every personal question has a way not to answer it.
- It asks for no dollar amounts and gives no investment, tax or legal advice.