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Author : Gerald Le Van
Publisher : Unknown
Page : 0 pages
File Size : 47,6 Mb
Release : 2007-05
Category : Decedents' estates
ISBN : 0595443176
Teaches families how to spot "flashpoints" of potential discord, how to organize themselves around their wealth, how to form family councils, and how to develop self-mediation skills to deal with family differences that inevitably arise.
Author : Charles W. Collier
Publisher : Unknown
Page : 127 pages
File Size : 45,8 Mb
Release : 2001
Category : Charitable giving
ISBN : OCLC:48955803
Author : Stanley D. Neeleman,Carla B. Garrity,Mitchell A. Baris
Publisher : Skyhorse Publishing Inc.
Page : 241 pages
File Size : 48,5 Mb
Release : 2003
Category : Business & Economics
ISBN : 158115318X
Filled with real-life case examples, Estate Planning for the Healthy, Wealthy Family combines a positive attitude, deep psychological insight, and “hard” financial know-how for passing on money between family members while keeping relationships and values intact. With competence and empathy, the authors discuss such important moral issues as the role money plays in a happy family; how parents model their children's values; and ways to build happy families where there is unequal wealth. • Promotes a positive, guilt-free money philosophy • Books on “soft” money management are a popular and growing market
Author : Jeff Bouwman
Publisher : Unknown
Page : 164 pages
File Size : 41,7 Mb
Release : 2017-01-29
Category : Business & Economics
ISBN : 162865368X
Are you ready to free yourself and your family from the financial anxiety, guilt, and dependence that has been shadowing your life? In Your Income, Your Life, Jeff Bouwman shows the modern parent how to create a healthy relationship with money and free up the portion of their life that is holding them back. He helps parents understand what their relationship with money looks like today, and define what it could be going forward. He shows you that your financial and personal well-being is based on the choices you make, and that money can be the catalyst to improving your relationship with your family. Take control over your finances before they control you, Your Income, Your Life, will show you how.
Author : James E. Hughes, Jr.,Keith Whitaker,Susan E. Massenzio
Publisher : John Wiley & Sons
Page : 230 pages
File Size : 45,9 Mb
Release : 2022-01-12
Category : Business & Economics
ISBN : 9781119820031
A primer for families of high net worth on how to manage their qualitative and financial wealth for generations The second edition of this foundational work, Complete Family Wealth: Wealth as Well-Being provides proven tools and best practices for families of means to use in maturing, maintaining, and managing personal and legacy wealth long into the future. The book is divided into three parts: the "what"—what is meant by family, wealth, and enterprise; the "who"—the persons crucial to family enterprise flourishing; and the "how"—specific practices families can use to enhance and grow family wealth. The second edition of this work places the health and well-being of the individual members of the family unit at the forefront of every aspect detailed within the book. A natural product of this focus is an increased awareness of the social complexities of wealth that have come to the fore in recent years, and the team of expert authors here address the responsibility of private wealth to the public good. In addition, Complete Family Wealth's second edition provides readers with: A new chapter on "the big reveal," suggesting ways to encourage positive, life-affirming reception of the revelation of present or future wealth An additional chapter on preserving the beloved family vacation home Two new appendices: "Fiduciary Course Curriculum," dedicated to enhancing the education of trustees and beneficiaries; and "Key Practices for Families During Challenging Times," a response to the pandemic but relevant to all trying periods for families Examples that make these practices accessible to a broad audience across the wealth spectrum. Having shaped the language used by families and their advisors with the first edition, Complete Family Wealth's second edition is essential reading for families of high net worth and their financial advisors. It will also be of interest to family offices, fund managers, as well as private investors.
Author : Tom McCullough,Keith Whitaker
Publisher : John Wiley & Sons
Page : 405 pages
File Size : 50,7 Mb
Release : 2018-12-03
Category : Business & Economics
ISBN : 9781119331537
A critical resource for families managing significant wealth Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this book provides a compendium of knowledge from experts around the globe and across disciplines. Deep insight and thoughtful answers put an end to uncertainty, and help lay to rest the issues you have been wrestling with for years; by divulging central lessons and explaining practical actions you can take today, this book gives you the critical information you need to make more informed decisions about your financial legacy. Vital charts, graphics, questionnaires, worksheets and other tools help you get organised, develop a strategy and take real control of your family's wealth, while case studies show how other families have handled the very dilemmas you may be facing today. Managing significant wealth is a complex affair, and navigating the financial world at that level involves making decisions that can have major ramifications — these are not decisions to make lightly. This book equips you to take positive action, be proactive and make the tough decisions to protect and grow your family's wealth. Ensure your personal and financial success and legacy Access insight and data from leading experts Adopt the most useful tools and strategies for wealth management Learn how other families have successfully navigated common dilemmas When your family's wealth is at stake, knowledge is critical — and uncertainty can be dangerous. Drawn from interactions with hundreds ofwealthy individuals and families, Wealth of Wisdom provides a definitive resource of practical solutions from the world's best financial minds.
Author : Bonnie Brown Hartley,Gwendolyn Griffith
Publisher : John Wiley & Sons
Page : 367 pages
File Size : 51,5 Mb
Release : 2010-05-21
Category : Business & Economics
ISBN : 9780470883464
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.
Author : Courtney Pullen
Publisher : CreateSpace
Page : 204 pages
File Size : 45,9 Mb
Release : 2013-10
Category : Business & Economics
ISBN : 1492932949
"From shirt sleeves to shirt sleeves in three generations." Modern research confirms the truth of this adage; some 90% of affluent families lose their wealth by the end of the third generation. The true tragedy is that, as the wealth dissolves, so does the family. Members often end up disconnected and embroiled in conflict. The result is harm to the families, to their communities, and to the larger culture. The crucial question this book addresses is: What are the other 10% doing? How do families achieve success and prosperity, enjoy the fruits of that success, and pass on a legacy of financial and emotional health? What's the secret to ensuring the American Dream doesn't turn into the American Nightmare? For many families, the answer is intentionality. Flourishing families consciously work to create legacies of stewardship, values, and balance. Intentional Wealth shares some of the strategies these thriving families use to help all their members build healthy, empowered relationships with money. Intentional Wealth is about what works. It is a valuable guide for any family wanting to go from shirt sleeves to success, generation after generation.
Author : Mark Haynes Daniell,Tom McCullough
Publisher : John Wiley & Sons
Page : 480 pages
File Size : 46,6 Mb
Release : 2013-11-18
Category : Business & Economics
ISBN : 9780470824290
Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times Family Wealth Management is coauthored by two experts in the field of private wealth - one, a former director of Bain & Company and the chairman of two of the world's largest family trusts, and the other, a CEO of a leading global family office and professor of finance from University of Toronto. The book introduces you to a unique model of wealth management that produces the desired return outcomes while being consistent with a family's overarching goals and values. The approach combines the best traditional investment and portfolio management practices with innovative new approaches designed to successfully navigate through economic climates both fair and foul. While the authors address the critical "hard" issues of asset management, they also emphasize important "soft" issues of working with families to ensure that actions are congruent with objectives, in alignment with family governance principles and designed to help sustain and grow family wealth over multiple generations. The authors provide clear guidance on how to master each component. How to establish clear family vision, values, and goals as a critical foundation to a sound wealth management strategy How to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environments How to set a long-term family wealth strategy and define an asset allocation model that will produce the desired results How to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family’s circumstance How to effectively monitor performance and respond to the need for change How to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period ahead How to successfully engage and educate the family to preserve and enhance the family’s financial wealth and human capital over the generations
Author : Coventry Edwards-Pitt
Publisher : Unknown
Page : 0 pages
File Size : 53,6 Mb
Release : 2023-02-14
Category : Electronic
ISBN : 9798218071370
When a young inheritor announces that they have met "the one" - their chosen life partner whom they hope to marry - the wheels of the wealth advising industry whir into motion. Advisors recommend prenuptial agreements, and white papers offer best practices about how to "onboard" the new partner to the wealth-owning family's financial ecosystem.But amid all of this, there is a young couple in love. What does it feel like to be this young inheritor and their partner (for whom all of this is new and largely irrelevant)? How does it feel when the possibility that defines this tender time of life runs smack into the formal frameworks inherent in most wealth management ecosystems? And how can a young couple make it through with their love, partnership, and faith in each other not only intact but stronger on the other side?That is what this book is about. It's about the perspective of these young people who are rarely asked for their views by an industry that is employed largely by their parents' generation. And it is about how they have navigated the journey of forging a strong union and fulfilling life path with their chosen partner amid the complexities of inherited family wealth.This is the third book in the Healthy, Wealthy & Wise series by nationally recognized wealth advisor Coventry Edwards-Pitt, CFA, CFP®. The first, Raised Healthy, Wealthy & Wise (2014) focuses on helping parents to raise grounded children amid wealth, and the second, Aged Healthy, Wealthy & Wise, centers on how to design a vibrant later life and legacy. Covie's books live at the intersection of heart and wealth and share positive success stories of how individuals have reconciled their financial abundance with the values and relationships that matter most in their lives.
Author : Gill Holcombe
Publisher : St. Martin's Griffin
Page : 272 pages
File Size : 47,9 Mb
Release : 2010-04-27
Category : Cooking
ISBN : 1429925264
The name says it all: This is the cookbook for anyone with a busy life and a tight budget. In today's world it is easy to find yourself short on time and money. Cooking for your family while working fulltime seems nearly impossible. But Gill Holcombe proves that with healthy ingredients and stress-free recipes you can feed your family of four for less that $45 a week. Filled with simple, wholesome and nutritious recipes, this brilliant little cookbook will save you from spending hours slaving over a hot stove or spending a fortune at the supermarket. It is a must-have kitchen companion for the modern family. How to Feed Your Whole Family includes: · Over 200 recipes for all types of meals · Straightforward ingredients list · Clear instructions and advice · Updated weekly shopping lists · Budget-friendly menu plans.
Author : Mark Haynes Daniell,Tom McCullough
Publisher : John Wiley & Sons
Page : 412 pages
File Size : 53,7 Mb
Release : 2013-08-05
Category : Business & Economics
ISBN : 9780470829080
Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times Family Wealth Management is coauthored by two experts in the field of private wealth - one, a former director of Bain & Company and the chairman of two of the world's largest family trusts, and the other, a CEO of a leading global family office and professor of finance from University of Toronto. The book introduces you to a unique model of wealth management that produces the desired return outcomes while being consistent with a family's overarching goals and values. The approach combines the best traditional investment and portfolio management practices with innovative new approaches designed to successfully navigate through economic climates both fair and foul. While the authors address the critical "hard" issues of asset management, they also emphasize important "soft" issues of working with families to ensure that actions are congruent with objectives, in alignment with family governance principles and designed to help sustain and grow family wealth over multiple generations. The authors provide clear guidance on how to master each component. How to establish clear family vision, values, and goals as a critical foundation to a sound wealth management strategy How to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environments How to set a long-term family wealth strategy and define an asset allocation model that will produce the desired results How to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family’s circumstance How to effectively monitor performance and respond to the need for change How to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period ahead How to successfully engage and educate the family to preserve and enhance the family’s financial wealth and human capital over the generations
Author : Stanley Neeleman
Publisher : Simon and Schuster
Page : 256 pages
File Size : 46,8 Mb
Release : 2004-01-01
Category : Business & Economics
ISBN : 9781621531371
Filled with real-life case examples, Estate Planning for the Healthy, Wealthy Family combines a positive attitude, deep psychological insight, and “hard” financial know-how for passing on money between family members while keeping relationships and values intact. With competence and empathy, the authors discuss such important moral issues as the role money plays in a happy family; how parents model their children’s values; and ways to build happy families where there is unequal wealth.
Author : Mark Haynes Daniell,Tom Mccullough
Publisher : World Scientific
Page : 530 pages
File Size : 40,8 Mb
Release : 2023-07-26
Category : Business & Economics
ISBN : 9789811265914
The successful management of family wealth has always been a challenge, even in the best of times. Requiring a careful balance of both family and financial considerations, the investment of family wealth for both lifetime and legacy purposes has become even more difficult in an increasingly complex world.Family Wealth Management addresses a family's philosophy of wealth, the development and prioritization of goals, and the understanding, structuring and allocation financial assets. In addition, the authors provide clear insights on the specifics of investment management and engaging and educating the family and its members in wealth management.The seven imperatives, which make up the core of the book, serve as both a guide to the critical insights necessary for successful family wealth management, and also serve as a step-by-step process to help families develop and implement their own unique investment strategies, and achieve the full set of their family's related objectives.Comprehensive, practical, and easy to apply, this work can serve as an important reference guide for family members and their wealth managers around the world for this immediate period — and for many years to come.
Author : Philip Marcovici
Publisher : John Wiley & Sons
Page : 310 pages
File Size : 54,8 Mb
Release : 2016-12-12
Category : Business & Economics
ISBN : 9781119327523
Wealth owners are responsible for more than just assets The Destructive Power of Family Wealth offers thoughtful, holistic planning to ensure that your wealth remains a positive force for your family. While today's families have become global and the world has become smaller and more mobile, we have not yet become immune to the problems wealth poses to the family unit. This book provides authoritative guidance on family wealth management, with an emphasis on both family and wealth. 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. More than a simple financial planning guide, this book also delves into the psychology of wealth, and the effect it has on different family members; wealth destroys families every day, and smart management means maintaining the health of the family as much as it means maintaining and expanding wealth. Family wealth brings advantages, but it also carries a potential for destruction. Wealth owners have a responsibility to their families and to themselves, and this book provides the critical guidance you need to get it right, whether you are part of a wealth-owning family or are an advisor to wealth-owning families. Learn how careful planning can prevent family strife Protect assets from risks ranging from divorce to political upheaval Explore the many tools that facilitate secure wealth management Discover how changing global regulations affect wealth Understand how private banks and other advisors work Uncover challenges faced by the wealth management industry Find out how to work with advisors and to manage costs while ensuring efficient and effective outcomes Families at all levels of wealth are vulnerable to shifting economic climates, evolving regulatory issues, asset threats and more. Any amount of wealth is enough to shatter a family, but deeply intentional planning based on thoughtful consideration is the key to keeping destructive forces at bay. The Destructive Power of Family Wealth provides expert guidance and a fresh perspective to help you maintain both family and wealth. For those in the wealth management industry and for other advisors to wealth-owning families, The Destructive Power of Family Wealth contains insight on the needs of today's wealth-owning families, ways in which the tools of wealth planning address those needs and guidance on what it takes to be a successful, trusted family advisor.