FAMILY-WEALTH

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Family Wealth

Author : James E. Hughes, Jr.
ISBN : 0470884878
Genre : Business & Economics
File Size : 46.68 MB
Format : PDF, ePub
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The landmark book that changed the way exceptional families think about their heritage, their wealth, and their legacy to future generations--now revised and expanded. Every family, looking at the next generation, hopes to confer advantages that are more than just material and financial--to inculcate character and leadership, to inspire creativity and enterprise, to help all family members find and follow their individual callings, and to avoid the financial dependency and loss of initiative that can all too often be an unwanted consequence of financial success. Yet many families never succeed in realizing that vision, much less sustaining it for three, four, or five generations and beyond. James Hughes has thought deeply about these challenges, and his insights are at once practical and profound. For more than three decades, he has personally guided multiple generations of families in creating strategies to preserve their human and intellectual capital as well as their financial assets. His teachings synthesize insights from psychology, anthropology, political history, philosophy, economic theory, and the law, with examples ranging from Aristotle to cutting-edge social science theory. His ideas have been taken up by numerous exceptional families, by their advisers, and by scores of authors, practitioners, and academics who have found value in the methods he pioneered. The first edition of this book, privately published, became a word-of-mouth classic. Now, Hughes has updated and substantially expanded it with new chapters that challenge conventional notions of wealth and offer guidelines for conserving family assets in the broadest senses. Filled with tested principles and practices for family governance and joint decision making, it is a rich source of workable wisdom that family members can put into practice today, to the enduring benefit and gratitude of future generations.
Category: Business & Economics

Complete Family Wealth

Author : James E. Hughes, Jr.
ISBN : 9781119453215
Genre : Business & Economics
File Size : 49.15 MB
Format : PDF, ePub
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What matters most in managing the family enterprise Complete Family Wealth is a comprehensive resource for growing, maintaining, and managing wealth across generations. A successor to the classic Family Wealth, now in its 20th year, this book provides updated and expanded guidance to change the way you think about your wealth and legacy. This team of expert authors—who brought the field not only Family Wealth but also Family the Compact, The Cycle of the Gift, The Voice of the Rising Generation, and Family Trusts—ground Complete Family Wealth in a clear account of the “five capitals”: human, intellectual, social, spiritual, and financial. The discussion covers the “what,” “who,” and “how” of family wealth management in clearly-delineated chapters that allow you to dip in as needed, from the principles of family enterprise to family governance, philanthropy, and more. Each family member plays a distinct role, and by exploring each member’s responsibilities in terms of the family enterprise, this book provides insights and ideas for real-world families struggling with all-too-common challenges. Growth-oriented practices today lead to generations of family flourishing in the future. This book provides the answers you need along with guidance and strategy for keeping your family’s complete wealth intact. Understand the five forms of capital that comprise “complete family wealth” Explore the roles of each family member in helping the family enterprise flourish Learn how friends, trustees, and advisors contribute to family wealth management Adopt specific practices that help families grow their complete wealth and ensure its survival through generations Family wealth can sometimes feel like more of a burden than a blessing. Developing the right understanding, character, and structures can improve family enterprise management and protect all your family’s capital from whatever the world throws your way. Complete Family Wealth is a one-stop reference for ensuring a positive legacy for future generations.
Category: Business & Economics

The Destructive Power Of Family Wealth

Author : Philip Marcovici
ISBN : 9781119327523
Genre : Business & Economics
File Size : 89.70 MB
Format : PDF, Docs
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The Destructive Power of Family Wealth offers thoughtful, holistic planning to ensure that your wealth remains a positive force for your family. Global taxation regimes, changing bank secrecy laws, asset protection and other critical issues are examined in depth to assist wealth owners in planning, and the discussion includes details on the essential tools that aid in the execution of any wealth management strategy.
Category: Business & Economics

Family Wealth Continuity

Author : David Lansky
ISBN : 9781137576392
Genre : Business & Economics
File Size : 49.3 MB
Format : PDF, Kindle
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Most family business owners and wealth creators share an important vision: perpetuating family and wealth for many generations to come. To ensure wealth continuity, many families put into place various structures, plans, and processes, including estate plans (which may include multiple trusts), ownership succession plans, governance structures/strategies, and others. These sometimes-elaborate plans are aimed at preserving family wealth. In reality, for many families, they don’t. In fact, it has been estimated that a majority of estate plans in place fail, largely as a result of family conflict or communication problems. Author David Lansky reveals here that too many one-size-fits-all and elaborate continuity plans fail to take into account the idiosyncratic family factors that can interfere with continuity planning. Lansky details further how building the right foundation will help families implement the best continuity plans. Addressing that foundation effectively includes understanding the building blocks that make it up, assessing their strengths, and developing strategies to improve them. The specific building blocks include:• Learning Capacity • Familyness • Safe Communication Culture • Commitment to Personal Development• Effective Leadership of Change While richly informative, this book is not intended as a training manual, but rather as a starting point for important ideas and conversations. In fact, the goal of this book is to help families consider several related factors that go into a foundation for continuity, and to build more effective continuity plans and strategies based on their assessments.
Category: Business & Economics

Family Wealth Counseling

Author : E. G. Link
ISBN : 0967402301
Genre : Charitable bequests
File Size : 26.92 MB
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Category: Charitable bequests

Housing And Family Wealth

Author : R Forrest
ISBN : 9781134909209
Genre : Social Science
File Size : 66.83 MB
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First published in 1995. Routledge is an imprint of Taylor & Francis, an informa company.
Category: Social Science

Family Wealth Transition Planning

Author : Bonnie Brown Hartley
ISBN : 0470883464
Genre : Business & Economics
File Size : 67.28 MB
Format : PDF
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Managing the transition of family wealth from generation to generation is a daunting task. Families with businesses require inheritance plans that are even more complicated because wealth and worth are often intricately woven into the business. And many transition plans focus only on financial capital and ignore a family’s less tangible assets. Other plans detail the intrinsic elements of an inheritance without satisfying the practical issues. In Family Wealth Transition Planning, Bonnie Brown Hartley and Gwendolyn Griffith guide advisers to families with small businesses through the intricate process of preparing and transferring wealth to heirs. The authors take a holistic view of transition planning, focusing on the assets that fall under the umbrella of financial capital, as well as the other key sources of family wealth: human and social capital. Advisers learn the essentials to achieving successful wealth continuity: Healthy family relationships Responsible stewardship of wealth, in all forms Creation and preservation of the family legacy Throughout the book, three fictionalized business families, based on Hartley's experience as an adviser, tell their personal stories as they navigate the estate planning process. In this way, Hartley and Griffith demonstrate how to develop wealth transition plans that are wide enough in scope to encompass all forms of wealth yet customized to manage each family's different needs.
Category: Business & Economics

The Voice Of The Rising Generation

Author : James E. Hughes, Jr.
ISBN : 9781118936511
Genre : Business & Economics
File Size : 42.98 MB
Format : PDF, Kindle
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"One of the greatest sources of pain within families with wealth is the belief that there are no choices. Sometimes even wealth creators who feel more than able in their business lives feel at the same time that their wealth will inevitably become a pernicious influence on their children and grandchildren. The next generation must awaken to the problem of treating financial wealth as more important than it is and therefore not developing a sense of self separate from the wealth.The book will: Explain the challenge that wealth poses to rising generations--the challenge of silence Discuss the "rising generations" and what their future might look like Share strategies that help members of the rising generation find their voices The Voice of the Rising Generation will discuss the successors of family wealth and what they can do to keep focused on human capital rather than putting too much emphasis to the role of financial wealth"--
Category: Business & Economics

Family Wealth Management

Author : Mark Haynes Daniell
ISBN : 9780470824290
Genre : Business & Economics
File Size : 41.59 MB
Format : PDF, Kindle
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Discusses how to establish a clear family vision and a sound wealth management strategy, how to create a practical investment framework, and how to set a long-term strategy to produce the desired results.
Category: Business & Economics

Family Inc

Author : Douglas P. McCormick
ISBN : 9781119577416
Genre : Business & Economics
File Size : 29.19 MB
Format : PDF, ePub
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Actionable, intelligent CFO training for the Chief Family Financial Officer Family Inc. is a roadmap to financial security for the family CFO. Too much personal wealth management advice essentially boils down to goal-setting, which isn't helpful or effective in terms of overall financial planning. This book takes a different track, giving you a crash course in corporate finance and the tools to apply the field's proven, time-tested principles in the context of your family's financial situation. You'll learn the key principles of wealth creation and management, and learn how to make your intellectual and real capital work for you. Your family situation is unique, and your principles must sometimes differ from the standard financial advice—and that's okay. Life is not a template, and even the best strategy must be able to adapt to real-life situations. You'll learn to chart your own path to financial security, utilizing the author's own tools that he developed over 15 years as an active board member, chairman of the board, or chief financial officer of multiple companies. Oversimplified wealth management advice does not leave you equipped to manage your real-world finances. This guide is written with intellectual rigor, but in the language of family discussion, to give you a real, practical guide to being an effective family CFO. Create your own financial prosperity and security Align financial acumen with your family's specific situation Adapt to real-world situations and make your financial advisor work for you Utilize powerful financial tools to help you build financial independence Every family needs a CFO to manage wealth, and the principles of corporate finance apply from the boardroom to the living room. Family Inc. delivers actionable advice in the form of CFO training to help you plot a real-world family financial plan.
Category: Business & Economics