Produktbild: Complete Family Wealth

Complete Family Wealth Wealth as Well-Being

38,99 €

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Beschreibung

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

21.03.2022

Verlag

Wiley

Seitenzahl

224

Maße (L/B/H)

23,3/15,6/2 cm

Gewicht

388 g

Auflage

2. Auflage

Sprache

Englisch

ISBN

978-1-119-82003-1

Beschreibung

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

21.03.2022

Verlag

Wiley

Seitenzahl

224

Maße (L/B/H)

23,3/15,6/2 cm

Gewicht

388 g

Auflage

2. Auflage

Sprache

Englisch

ISBN

978-1-119-82003-1

Herstelleradresse

Libri GmbH
Europaallee 1
36244 Bad Hersfeld
DE

Email: gpsr@libri.de

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  • Produktbild: Complete Family Wealth
  • Preface to the Second Edition xv

    Preface to the First Edition xvii

    Introduction

    An Invitation 1

    A Welcome from James (Jay) Hughes, Esq 1

    A Welcome from Dr. Susan Massenzio 3

    A Welcome from Dr. Keith Whitaker 4

    The Path Ahead 6

    Part One

    Chapter 1 Complete Wealth 9

    Right Understanding 9

    Complete Wealth 10

    The Five Types of Qualitative Capital 11

    Growing Capital 13

    A Provocative Comparison 16

    Measuring Qualitative Capital 17

    Chapter 2 Family Enterprise 19

    Affinity 19

    Flourishing 20

    The Three-Circle

    Model 22

    Active Ownership 25

    x Contents

    Transition 28

    Time 30

    Chapter 3 Principles 33

    Part Two

    Chapter 4 The Rising Generation 37

    Why Rising? 37

    The Effects of the Black Hole 38

    The Challenge 40

    Meeting the Challenge 42

    Rising in the Middle Passage 45

    Setting Off 45

    Chapter 5 The Big Reveal 47

    Confirmation 47

    What's Next? 49

    The Pause 50

    Courage 53

    Chapter 6 Parents 55

    Giving 55

    Know Thyself 56

    Nothing Too Much 57

    How Much Is Enough? Fair versus Equal? 58

    Communication and Control 58

    Giving as Grandparents 60

    Letting Go 62

    Chapter 7 Spouses 63

    Tough Questions 63

    Fiscal Difference 63

    The Three-Step Process 65

    Spouses and Family Meetings 67

    Blended Families 68

    Chapter 8 Elders 69

    "Old Age Hath Yet Its Honor and Its Toil" 69

    Characteristics 70

    Two Practices 72

    Chapter 9 Trustees and Beneficiaries 75

    Human Consequences 75

    Vocabulary 76

    Activity 80

    Distributions 83

    Conclusion 87

    Chapter 10 Advisers 89

    Questions to Consider 89

    Money 90

    Personnes de Confiance 91

    Counselors, Coaches, and Facilitators 92

    Mentors 93

    A Father's Wisdom 94

    Chapter 11 Friends 95

    Friends as Wealth 95

    Wealth and Friends 97

    Part Three

    Chapter 12 Character 101

    History 101

    What Works 103

    Chapter 13 Work 105

    Meaning 105

    Strengths and Flow 106

    The Human Work 107

    Play 108

    Chapter 14 Talking with Children about Wealth 111

    Development 111

    The Power of the Teachable Moment 112

    Are We Rich? 112

    Curiosity 113

    Allowances 113

    Adolescents 114

    Managing Privacy 116

    Chapter 15 Prenuptial Agreements 117

    Introduction 117

    What Is a Prenuptial Agreement? 118

    How Best to Approach a Prenuptial Agreement 120

    For Parents of the Prospective Spouses 121

    Chapter 16 Getting Started 123

    Questions 123

    Questions for Reflection 124

    Practices 124

    Chapter 17 Family Meetings 127

    Preparation 127

    Why? 128

    What to Do in a Family Meeting? 129

    Who to Have at a Family Meeting? 130

    When to Hold a Family Meeting? 131

    How to Run an Effective Family Meeting? 132

    Where to Hold the Meeting? 133

    Chapter 18 Family Stories and Rituals 137

    The Stuff of Life 137

    Rituals 139

    Chapter 19 Family Mission Statements 143

    Why a Family Mission Statement Matters 143

    What Is a Family Mission Statement? 144

    How to Create a Family Mission Statement 145

    How to Use a Family Mission Statement 146

    Chapter 20 Family Governance 149

    Humility and Freedom 149

    Constitution, Council, and Assembly 150

    Design 153

    Ratification 154

    Chapter 21 Financial Capital 157

    Return 157

    Two Practices 159

    Chapter 22 Preserving a Family Vacation Home 165

    Hard Questions 165

    Family Culture as the Solution 166

    Facing Realities 167

    Chapter 23 Family Philanthropy 169

    The Benefits of Family Philanthropy 169

    Philanthropy for the Family 170

    Getting Started 171

    Magnificence 173

    Conclusion

    Individual Flourishing 175

    Many Blossoms 175

    The Five Ls 176

    The Four Cs 177

    Three Little Words 178

    Epilogue

    The Future? 181

    Evolutions in Human Development 181

    Changes in Family Structure 182

    New Understandings of Family Wealth 182

    China 183

    Appendix One: Fiduciary Course Curriculum 185

    Appendix Two: Key Practices for Families During

    Challenging Times 195

    About the Authors 201

    Index 203