CFC Endorsements

  • John “John A” Warnick

    Attorney, Founder of the Purposeful Planning Institute—“Your family will be the beneficiaries of the time and energy you devote to integrating CFC’s best practices for family flourishing.”

  • Phil Cubeta

    The Wallace Chair in Philanthropy at The American College of Financial Services—“Successful legacy plans pass both wisdom and wealth to heirs. By working with experienced wealth advisors your vision, values, and traditions, you as a parent can make legacy decisions that will positively affect your family for generations.”

  • Paul G. Schervish

    Director, Center on Wealth and Philanthropy at Boston College—“CFC provides an integrated path for those who seek to be wise as serpents and gentle as doves in the use of their finances for deeper purposes. They don’t tell people what to think or do, but counsel them to listen, learn, and act from their deepest wellsprings.”

  • David W. Holaday

    Wealth Design Consultants, LLC—“CFC provides a clear and concise roadmap for finishing well by choosing the positive alternative to the mistakes so many families wish their parents would have avoided.”

  • Enzo Calamo

    Attorney and CEO, Lugen Family Office Inc.—“CFC is definitely the lighthouse for protecting your family and wealth for generations. Leading experts bring their learnings from ultra-high-net-worth clients to provide a road map for transferring true wealth between generations. They are a must resource for anyone interested in legacy planning.”

  • Dennis Jaffe, Ph.D.

    Family Researcher and Sociologist, Saybrook University—“So many of us have our best conversations in our heads, when we think of what we should, want to, or are afraid to say to those who matter. CFC understands why it matters to talk openly to the ones you love, and to share your deeper feelings.Its advocates motivate and guide you to actually Continue Reading

  • Scott Farnsworth, JD, CFP©

    President, SunBridge, Inc., President, Main Street Philanthropy, Inc.—“The question – how to equip and train families to live together successfully while using the totality of their wealth to greatest advantage – is an issue worthy of our deepest concentration. CFC has identified the key questions and provided straightforward answers that advisors and families alike would be wise to apply.”

  • Ron Blue

    Founder, Ronald Blue, Author, Speaker—“It’s about time we stopped the tail from wagging the dog. What good is it to inherit a pile of money if the family falls apart in the process? Too many estate planners have had their eye on the wrong ball – the obvious, easy one that promises something it can’t deliver. CFC is an eye Continue Reading

  • Tom Monaghan

    Founder, Domino’s Pizza and Ave Maria University—“unHeritage asks the right questions and gives great advice without falling into a one-size-fits-all trap.”

  • John Faulkner

    Founder & Editor in Chief, TwoTen Magazine—“I'm a bit of a book snob – so if a book doesn't ‘catch’ me, I put it down. I read your book cover to cover! It is one of the most practical books on finances and legacy I have ever read. I can't wait to implement the steps you laid out in the Continue Reading

  • Dan Sullivan

    Founder & President, The Strategic Coach, Inc.—“A massive body of statistics over the past half century shows that the viability of America's exceptional founding principles are most guaranteed by each new generation of children who start off their lives within permanent family and religious values and habits. CFC's family brand equity will have increasingly powerful benefits for all who have Continue Reading

  • Patrick Morley

    Author, Chairman & Co-CEO—“They nailed it. The authors have isolated the deepest yearnings of wealthy Christians. Then they incisively condense decades of relevant experience into a few fast-paced pages. unHeritage is deadly serious, quick to the point, and full of useable ideas and insights. It's rare to be able to say, ‘My life is different because of this book.’ This Continue Reading

  • Paul G. Schervish

    Director, Center on Wealth and Philanthropy at Boston College—“The authors have provided an integrated path for those who seek to be wise as serpents and gentle as doves in the use of their finances for deeper purposes. The book doesn’t tell people what to think or do, but counsels them to listen, learn, and act from their deepest wellsprings.”

  • Ron Blue

    Founder, Ronald Blue, Author, Speaker—“It’s about time we stopped the tail from wagging the dog. What good is it to inherit a pile of money if the family falls apart in the process? Too many estate planners have had their eye on the wrong ball – the obvious, easy one that promises something it can’t deliver. This book is an Continue Reading

  • Dennis Jaffe, Ph.D.

    Family Researcher and Sociologist, Saybrook University—“So many of us have our best conversations in our heads, when we think of what we should, want to, or are afraid to say to those who matter. CFC has written a deeply moving account of why it matters to talk openly to the ones you love, and to share your deeper feelings. This Continue Reading

  • Phil Cubeta

    The Wallace Chair in Philanthropy at The American College of Financial Services—“Successful legacy plans pass both wisdom and wealth to heirs. This book, written by experienced wealth advisors, will guide head, heart, and spirit, as you make legacy decisions that will inspire your family for generations to come.”

  • David W. Holaday

    Wealth Design Consultants, LLC—“unHeritage provides a clear and concise roadmap for finishing well by choosing the positive alternative to the mistakes so many families wished their parents would have avoided.”

  • Enzo Calamo

    Attorney and CEO, Lugen Family Office Inc.—“unHeritage is definitely the lighthouse for protecting your family and wealth for generations. Leading experts bring their learnings along with real-life stories from their ultra-high-net-worth clients to provide us with a roadmap for transferring true wealth between generations. This book is a must read for anyone interested in legacy planning.”

  • John “John A” Warnick

    Attorney, Founder of the Purposeful Planning Institute—“unHeritage combines scriptural truths with practical wisdom to illuminate 11 pitfalls that can ensnare the most well-intentioned parents and grandparents. Your family will be the beneficiaries of the time and energy you devote to integrating unHeritage’s best practices for family flourishing.”

  • Scott Farnsworth, JD, CFP©

    President, SunBridge, Inc., President, Main Street Philanthropy, Inc.—“Don’t be fooled by the simplicity and readability of this book – the principles get right to the heart of the matter. The question – how to equip and train families to live together successfully while using the totality of their wealth to greatest advantage – is an issue worthy of our deepest Continue Reading

  • Todd Fithian

    Managing Partner, The Legacy Companies, LLC—“Alongside my late brother Scott Fithian, I have spent my career counseling advisors on how to open the walls for family communication and collaboration related to Legacy. One of Scott’s famous lines was, ‘Focus first on what your clients value, not the value of what they own.’ unHeritage provides the opportunity and structure for an Continue Reading

  • Barbara A. Culver

    Founder, Connect-Gens, Cincinnati, Ohio—“There are few books that offer the opportunity for a ‘short read’ while including ideas, information, and opportunities to last a lifetime. This is one of those books; I highly recommend you make it a priority read.”

  • Johnne Syverson

    President, Syverson Strege & Company (Past President of AiP)—“This book is a must-read for both successful families and their advisors. It covers the whole spectrum of those areas families need to act upon if they hope to maintain their legacy of family heritage intact for future generations.”

  • Rod Zeeb JD, HDP™

    CEO, The Heritage Institute—“Passing money and assets to the next generations is easy. Passing the true wealth of a family is much more difficult. unHeritage condenses some of the key issues within the context of real life stories. Although every family is unique, these concepts and principles touch us all. From the 11 pitfalls to the solutions and facilitation needed Continue Reading

  • Scott Hamilton

    CEO, InKnowVision, LLC—“Our company consults with private family business owners of significant net worth. The ideas presented in unHeritage will be tremendously helpful to our client families (and to any family looking to make wise long-term decisions). I plan on encouraging all of our clients to read it. Thanks to the authors for their time and leadership in this area.”

  • Tim Voorhees, JD, MBA, AEP®

    President, Voorhees Family Office Services, Inc.—“These authors write with great experience and wisdom. Because relational challenges can undermine even the best tax and financial planning, it is critically important that anyone leaving a legacy think deeply about the questions that unHeritage asks and answers.”

  • Alan Pratt

    President, Pratt Legacy Advisors—“Leaving a legacy is not an option; everyone leaves a legacy. The authors have done a masterful job of identifying 11 pitfalls to avoid, enabling us to leave a legacy consistent with our core values. One benefit of dealing with these pitfalls earlier rather than later is the opportunity to live our legacy of choice today – Continue Reading

  • Michael King

    Attorney, The National Christian Foundation—“This book is a must read for families that desire to leave a true legacy and heritage for future generations. Reading this book and navigating these eleven pitfalls should be done BEFORE you implement a comprehensive estate and wealth transfer plan. Doing so will dramatically improve the likelihood that such planning will ultimately be a blessing, Continue Reading

  • Russ Crosson

    President and CEO, Ronald Blue & Co.—“Having worked in the arena of generational planning for 35 years, I can wholeheartedly attest to the concepts shared in this book. The soft side, the human side, the relational issues – always trump techniques if one wants to leave a legacy that lasts.”

  • Tim Ash

    CEO, Ash Brokerage Corporation—“unHeritage speaks to the importance of looking beyond the financial statement, which is what traditional estate planning has been about. All advisors (tax, legal, investment, insurance) should rally around families to tackle what’s most important: family continuity and the passing of values. This book should be required reading for anyone providing advice for estate or legacy planning Continue Reading

  • David M. Davies

    Wycliffe Foundation—“I've had a front row seat to most of the stories and development of the principles outlined in the chapters written by Bill. It's been a joy to witness so many people maturing in Biblical generosity as a result of Bill's guidance. This book is a tremendous stewardship planning resource."

  • Bryan S. Hanning

    Attorney, Insight Wealth Strategies, LLC—“unHeritage, contains the missing principles every legal, tax, and financial advisor should know for creating a comprehensive legacy plan for any family. The authors have captured the essence of every successful wealth and values transfer process. I will be recommending it often.”

  • Mark Teike

    Pastor—“unHeritage includes straight talk from a grace-filled perspective. It combines meaningful advice on passing wealth to loved ones with something even more important – strengthening families for generations to come. Valuable insights from the authors’ rich experience accompany game-changing questions for those who want to make a multi-generational impact.”

  • Kyle E. Krull

    Attorney & Counsellor at Law, Kyle E. Krull, P.A.—“unHeritage is a must-read for everyone involved in the estate planning process – clients, their family members, and their professional advisors. Avoid the ‘11 pitfalls to family legacy’ by following the collective wisdom of the authors, and you will be well on your way to creating an estate plan that honors God, Continue Reading

  • Tim Abare

    Strategic and Tactical Leader—“Brilliant book! Hands down the best book I’ve read on understanding true family wealth. unHeritage polished my rusty thoughts with inspired stories, shared life experiences, and provocative questions. I’m motivated to engage my family with these new learnings to guide family legacy."

  • James W. Smyth

    Indiana Estate Attorney—“I love this book and the heart of the men who wrote it. The articles are thoughtful and raise challenging, important questions. If we estate attorneys began planning with the issues addressed here, we might make less money as transitions occur more smoothly. But our clients would be so much better centered and our communities stronger and more Continue Reading

  • Chris Jacob

    President, AiP—“This book will help stop the cycle of ‘Shirt Sleeves to Shirt Sleeves in three generations.’ A must read for High Net Worth Families and their advisors!"

  • Matt Syverson

    FP®, CAP®, Sound Stewardship, LLC—“unHeritage is a clarion call for all advisors and family leaders to get beyond the numbers and legal documents in order to uncover the true value of a lasting legacy. A great collection of questions and stories from godly counselors. Avoid the pitfalls!”

  • Roger L. Shumaker

    Business Advocate, McDonald Hopkins—“From the Introduction to the concluding interview with a patriarch of an exemplar of the family legacy process, the authors describe the impediments to completing this process. Each chapter describes a pitfall, provides guidance on avoiding it supported by biblical wisdom and other sources, plus questions to guide the process. It will be helpful to individuals and Continue Reading

  • Rod Zeeb JD, HDP™

    CEO, The Heritage Institute—“Passing money and assets to the next generations is easy. Passing the true wealth of a family is much more difficult. CFC condenses some of the key issues, and although every family is unique, these concepts and principles touch us all. Everyone interested in leaving a positive legacy will benefit from CFC’s advocacy.”