The Business of Family teaches readers how to write their own family business plan using time-tested strategies from the corporate world to provide a practical, user-friendly method that ensures their family knows where it’s been, where it’s headed, and how it’s going to get there.
Inhoudsopgave
Foreword by Philip V. Swan Acknowledgements Introduction First Things First 1. Strategy: A Blueprint for Your Family 2. Mission: Keeping Your Family on Track 3. Vision and Values: Put Family Members and Principles First Getting Your Family On Board 4. Forging Family Partnerships 5. Setting Goals and Celebrating Milestones 6. Every Family Member Matters: Roles, Responsibilities, and Making Decisions Family Investing Is More Sense than Dollars 7. Family I.Q.: Education and Training 8. Family E.Q.: Getting Along to Get Ahead 9. Family Audit: Guidance and Mentoring Staying On Track 10. Financial Sustainability: Working with Your Money, Not against It 11. Family Sustainability: Risk and Resilience Long-Term Planning 12. Family Dividends: Gratitude and Legacy 13. Family R&D: Preparing the Next Generation 14. The Future of Your Family: No Success without Succession
Over de auteur
Linda Davis Taylor is the CEO and Chairman of Clifford Swan Investment Counsel in Pasadena, California. A participant in a fourth generation family business, Linda is a frequent speaker on wealth transition, family governance, and philanthropy. In addition to her investment counsel career, she has had over twenty-five years experience in senior leadership positions at Emory University, Claremont Mc Kenna College, Amherst College, and Scripps College. Linda has served as a trustee for numerous educational and non-profit organizations and is a co-founder of a private foundation. She and her husband are the parents of two adult daughters.
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