Produktbild: Wealth of Wisdom

Wealth of Wisdom Top Practices for Wealthy Families and Their Advisors

41,99 €

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Beschreibung

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

01.09.2022

Verlag

John Wiley & Sons

Seitenzahl

464

Maße (L/B/H)

25,9/18,3/3,3 cm

Gewicht

1146 g

Auflage

1. Auflage

Sprache

Englisch

ISBN

978-1-119-82770-2

Beschreibung

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

01.09.2022

Verlag

John Wiley & Sons

Seitenzahl

464

Maße (L/B/H)

25,9/18,3/3,3 cm

Gewicht

1146 g

Auflage

1. Auflage

Sprache

Englisch

ISBN

978-1-119-82770-2

Herstelleradresse

Libri GmbH
Europaallee 1
36244 Bad Hersfeld
DE

Email: gpsr@libri.de

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  • Produktbild: Wealth of Wisdom
  • Foreword xiii
    James E. Hughes, Jr.
     
    Acknowledgments xv
     
    Introduction xvii
     
    Assessing Your Family's True Needs xxi
     
    Section 1 Thinking Through What Matters Most 1
     
    Chapter 1 Four Profound Questions for Families 3
    Ellen Miley Perry
     
    Chapter 2 Identifying Actionable Values for Family and Enterprise 7
    Doug Baumoel and Blair Trippe
     
    Chapter 3 Values That Matter 13
    Sharna Goldseker and Danielle Oristian York
     
    Chapter 4 A Framework for Family Wealth and Well-Being 19
    Richard Franklin and Claudia Tordini
     
    Chapter 5 Understanding Identity and Social Power 27
    Kofi Hope and Zahra Ebrahim
     
    Chapter 6 Tapping Character Strengths to Move Families Forward 33
    Kristin Keffeler
     
    Chapter 7 Using the Ikigai Model to Foster a Legacy of Meaningful Engagement 39
    Don Opatrny and Keith Michaelson
     
    Chapter 8 Stages of Wealth Integration 45
    Courtney Pullen
     
    Chapter 9 Learning from Your Money History and Writing a New Story 51
    Jill Shipley
     
    Chapter 10 Envisioning the Future 59
    Jamie Traeger-Muney
     
    Section 2 Becoming a Learning Family 67
     
    Chapter 11 Benchmarking Your Family Against Successful Global Families 69
    Dennis Jaffe
     
    Chapter 12 Understanding the True Goals of Wealth Preparation 75
    James Grubman
     
    Chapter 13 Advancing Flourishing: A 10x10 Learning Roadmap 81
    Stacy Allred, Joan DiFuria, and Stephen Goldbart
     
    Chapter 14 Finding What's Next for Your Family 97
    Barton Parrott
     
    Chapter 15 Creating Impactful Learning Programs for Families 103
    Greg Burrows and Ruth Steverlynck
     
    Chapter 16 Developing a Family Wealth Education Plan 111
    Kirby Rosplock
     
    Chapter 17 Practical Tools for Building Healthy Families 119
    Christian Stewart
     
    Section 3 Planning Thoughtfully 127
     
    Chapter 18 Expressing Purpose in Your Trusts 129
    John A. Warnick
     
    Chapter 19 Managing a Shared Family Property 137
    Jamie Forbes
     
    Chapter 20 Creating a Family Bank 143
    James E. Hughes, Jr.
     
    Chapter 21 Undertaking a Family Risk Assessment 147
    Linda Bourn
     
    Chapter 22 Is Your Infrastructure Resilient? 155
    Natasha Pearl
     
    Chapter 23 Creating a Family Owner's Manual 161
    Josh Kanter
     
    Chapter 24 Family Behavioral Health Wellness Assessment 167
    Arden O'Connor
     
    Chapter 25 Building a Smart Aging Plan 173
    Susan Hyatt
     
    Chapter 26 Managing the Risk of Diminished Capacity 179
    Patricia Annino
     
    Chapter 27 Creating an Ethical Will 189
    Scotty McLennan
     
    Section 4 Investing Wisely 197
     
    Chapter 28 Monitoring Financial Capital with the "Four Horsemen" Graph 199
    Scott Peppet
     
    Chapter 29 Keeping Goals in the Spotlight with Capital Sufficiency Analysis 203
    Joe Calabrese
     
    Chapter 30 Constructing an Investment Portfolio to Support Family Goals 209
    Jean Brunel and Voyt Krzychylkiewicz
     
    Chapter 31 Investment Education for Family Members 219
    Jim Garland
     
    Section 5 Seeking Sound Advice 225
     
    Chapter 32 Assessing Your Family's Financial and Family Management Needs 227
    Scott Hayman and Tom McCullough
     
    Chapter 33 Finding an Advisor Who Will Help Your Family Thrive for Generations 235
    Kathy Lintz and Ned Rollhaus
     
    Chapter 34 Choosing Trustees with Care and Wisdom 241
    Kim Kamin
     
    Chapter 35 Assessing Your Readiness for a (Family Enterprise) Leadership Coach 251
    Greg McCann
     
    Chapter 36 Understanding Advisors' Fees 255
    Mark Pletts
     
    Section 6 Raising the Rising Generation 261
     
    Chapter 37 Balancing Entitlement and Responsibility in Children's Birthdays 263
    Joline Godfrey
     
    Chap