In Values over Valuables, author and financial advisor Harmon Kong discusses how to navigate the complexities of wealth transfer for families. Too many times, he has seen conflict arise when having these conversations with families. But it doesn’t have to be that way. Instead, family members should have an open dialogue about money, values, and legacy planning from an early stage.

Inside, Harmon provides guidance on how to properly prepare heirs to receive and steward wealth responsibly. This involves clarifying the family's core values first before addressing the practical details of investment and estate planning. By doing so, families can use wealth as a means to support deeper matters of significance.

You’ll also learn how to:

• avoid dysfunctional family dynamics like poor communication, conflicting values, and lack of trust that can undermine sound financial management
• hold family meetings that can be used to discuss goals, make plans, and foster unity around a shared mission
• navigate gender dynamics around finance
• be intentional about leaving a positive impact
• find purpose beyond simply accumulating wealth

Ultimately, the book provides a framework for families to have crucial conversations, align around core principles, and leverage their wealth as a powerful tool to leave a positive multi-generational legacy.