Complete Family Wealth

Standards Information Network (Verlag)
  • erschienen am 27. Oktober 2017
  • |
  • 208 Seiten
E-Book | PDF mit Adobe DRM | Systemvoraussetzungen
978-1-119-45325-3 (ISBN)
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.
1. Auflage
  • Englisch
  • Newark
  • |
  • USA
John Wiley & Sons Inc
  • Für Beruf und Forschung
  • 13,07 MB
978-1-119-45325-3 (9781119453253)
1119453259 (1119453259)
weitere Ausgaben werden ermittelt
JAMES E. HUGHES, ESQ, is a retired attorney and the author of Family Wealth: Keeping It in the Family and numerous articles on family governance and wealth preservation.
DR. SUSAN E. MASSENZIO is a psychologist and founding Associate with Wise Counsel Research Associates, a think-tank and consultancy. She has extensive experience consulting to senior executives, leadership teams of Fortune 500 companies, and heads of family businesses. She is the co-author of The Cycle of the Gift and The Voice of the Rising Generation, both published by Wiley/Bloomberg Press.
DR. KEITH WHITAKER is a founding Associate with Wise Counsel Research Associates. Keith has many years' experience consulting with advisors to and leaders of enterprising families. He is the co-author of The Cycle of the Gift and The Voice of the Rising Generation, both published by Wiley/Bloomberg Press.
  • Intro
  • Complete Family Wealth
  • Contents
  • Preface
  • Introduction: An Invitation
  • A Welcome from James (Jay) Hughes, Esq.
  • A Welcome from Dr. Susan Massenzio
  • A Welcome from Dr. Keith Whitaker
  • The Path Ahead
  • Part One
  • Chapter 1: Complete Wealth
  • Right Understanding
  • Complete Wealth
  • The Five Types of Capital
  • Human Capital
  • Intellectual Capital
  • Social Capital
  • Spiritual Capital
  • Financial Capital
  • Growing Capital
  • Human Capital
  • Intellectual Capital
  • Social Capital
  • Spiritual Capital
  • Financial Capital
  • A Provocative Comparison
  • Measuring Qualitative Capital
  • The Family Balance SheetT
  • Human Capital
  • Intellectual Capital
  • Social Capital
  • Spiritual Capital
  • Chapter 2: Family Enterprise
  • Affinity
  • Flourishing
  • Keys to Family Flourishing
  • Keys for Family Flourishing Amid Wealth
  • The Three-Circle Model
  • Active Ownership
  • Transition
  • Time
  • Chapter 3: Principles
  • Part Two
  • Chapter 4: The Rising Generation
  • Why Rising?
  • The Effects of the Black Hole
  • The Challenge
  • Meeting the Challenge
  • Rising in the Middle Passage
  • Setting Off
  • Chapter 5: Parents
  • Giving
  • Know Thyself
  • Nothing Too Much
  • How Much Is Enough? Fair versus Equal?
  • Communication and Control
  • Giving as Grandparents
  • Letting Go
  • Chapter 6: Spouses
  • Tough Questions
  • Fiscal Inequality
  • Positive Regard and Empathy for Each Other
  • Each Party Feels Self-Sufficient and Competent
  • Three-Step Process
  • The Three-Step Process
  • Spouses and Family Meetings
  • Blended Families
  • Chapter 7: Elders
  • "Old Age Hath Yet Its Honor and Its Toil"
  • Characteristics
  • Discernment
  • Discretion
  • Discipline
  • Discovery
  • Two Practices
  • Chapter 8: Trustees and Beneficiaries
  • Human Consequences
  • Vocabulary
  • Productivity
  • Education
  • Entrepreneurship
  • Activity
  • Distributions
  • Conclusion
  • Chapter 9: Advisers
  • Questions to Consider
  • What Specific Services Will I Receive (or Have I Been Receiving)?
  • Who Will Work with My Family and in What Capacity?
  • How Do You Differ from Other Advisers in This Space?
  • Money
  • Personnes de Confiance
  • Counselors, Coaches, and Facilitators
  • Mentors
  • A Father's Wisdom
  • Chapter 10: Friends
  • Friends as Wealth
  • Wealth and Friends
  • Part Three
  • Chapter 11: Character
  • History
  • What Works
  • Chapter 12: Work
  • Meaning
  • Strengths and Flow
  • The Human Work
  • Play
  • Chapter 13: Talking with Children about Wealth
  • Development
  • The Power of the Teachable Moment
  • Are We Rich?
  • Curiosity
  • Allowances
  • Adolescents
  • Managing Privacy
  • Chapter 14: Prenuptial Agreements
  • Introduction
  • What Is a Prenuptial Agreement?
  • How Best to Approach a Prenuptial Agreement
  • For Parents of the Prospective Spouses
  • Chapter 15: The Family Executive Summary
  • Definition
  • Purpose
  • Process
  • Presentation and Next Steps
  • Chapter 16: Family Meetings
  • Preparation
  • Why?
  • What to Do in a Family Meeting?
  • Who to Have at a Family Meeting?
  • When to Hold a Family Meeting?
  • How to Run an Effective Family Meeting?
  • Where to Hold the Meeting?
  • Chapter 17: Family Stories and Rituals
  • The Stuff of Life
  • Rituals
  • Chapter 18: Family Mission Statements
  • Why a Family Mission Statement Matters
  • What Is a Family Mission Statement?
  • How to Create a Family Mission Statement
  • How to Use a Family Mission Statement
  • Summary Worksheet
  • Chapter 19: Family Governance
  • Humility and Freedom
  • Constitution, Council, and Assembly
  • Design
  • Ratification
  • Chapter 20: Financial Capital
  • Return
  • Two Practices
  • Investor Allocation
  • The Family Bank
  • Chapter 21: Family Philanthropy
  • The Benefits of Family Philanthropy
  • Philanthropy for the Family
  • Getting Started
  • Magnificence
  • Conclusion: Individual Flourishing
  • Many Blossoms
  • The Five Ls
  • The Four Cs
  • Three Little Words
  • Epilogue: The Future?
  • Evolutions in Human Development
  • Changes in Family Structure
  • New Understandings of Family Wealth
  • China
  • About the Authors
  • Index
  • EULA

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