Heirloom Capital Flow

The book progresses through three key sections. It begins by establishing conceptual models for tracking ""heirloom capital,"" defining key terms and laying a theoretical foundation. The second section explores investment strategies, estate planning tools, and governance models employed by families managing inherited wealth, considering aspects like trusts, real estate, and private equity. Finally, the book uses case studies to illustrate the impact of various strategies on long-term wealth preservation. It employs a data-informed approach, connecting finance, economics, and family business insights to fill a gap in understanding wealth transfer.