Discover practical tools and strategies for helping wealthy families retain and grow wealth
In Top Practices Wealthy Families and Their Advisors, accomplished family wealth experts Tom Mc Cullough and Keith Whitaker deliver a comprehensive collection of practical activities that members of wealthy families can undertake to ensure their continued success and development.
The book contains over 50 chapters, each highlighting a practical tool, exercise, or activity that can be applied by advisors or family members themselves. Each chapter is written by a recognized expert in the field who has used the highlighted tool, exercise, or activity over many years with great success.
The book shows readers how to:
* Identify the factors that matter the most when it comes to retaining and growing family wealth
* Plan thoughtfully, invest wisely, and raise the next generation
* Share their decision making prudently and carefully combine family and business
* Incorporate charitable giving into an overall wealth strategy and seek sound advice
Perfect for family wealth advisors, financial planners, and private bankers, Top Practices for Wealthy Families and Their Advisors is also an indispensable resource for managers of family trusts seeking to protect and advise their clients.
In Top Practices Wealthy Families and Their Advisors, accomplished family wealth experts Tom Mc Cullough and Keith Whitaker deliver a comprehensive collection of practical activities that members of wealthy families can undertake to ensure their continued success and development.
The book contains over 50 chapters, each highlighting a practical tool, exercise, or activity that can be applied by advisors or family members themselves. Each chapter is written by a recognized expert in the field who has used the highlighted tool, exercise, or activity over many years with great success.
The book shows readers how to:
* Identify the factors that matter the most when it comes to retaining and growing family wealth
* Plan thoughtfully, invest wisely, and raise the next generation
* Share their decision making prudently and carefully combine family and business
* Incorporate charitable giving into an overall wealth strategy and seek sound advice
Perfect for family wealth advisors, financial planners, and private bankers, Top Practices for Wealthy Families and Their Advisors is also an indispensable resource for managers of family trusts seeking to protect and advise their clients.
€28.99
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PrefaceAcknowledgments
Introduction
Assessing Your Family’s True Needs
Section 1: Thinking Through What Matters Most
Chapter 1 Four Profound Questions for Families
Ellen Miley Perry
Chapter 2 Identifying Actionable Values for Family and Enterprise
Doug Baumoel and Blair Trippe
Chapter 3 Values That Matter
Sharna Goldseker and Danielle Oristian York
Chapter 4 A Framework for Family Wealth and Well-Being
Richard Franklin and Claudia Tordini
Chapter 5 Understanding Identity and Social Power
Kofi Hope and Zahra Ebrahim
Chapter 6 Tapping Character Strengths to Move Families Forward
Kristin Keffeler
Chapter 7 Using the Ikigai Model to Foster a Legacy of Meaningful Engagement
Don Opatrny and Keith Michaelson
Chapter 8 Stages of Wealth Integration
Courtney Pullen
Chapter 9 Learning from your money history and writing a new story
Jill Shipley
Chapter 10 Envisioning the Future
Jamie Traeger-Muney
Section 2: Becoming a Learning Family
Chapter 11
Chapter 12
Chapter 13
Chapter 14
Chapter 15
Chapter 16
Chapter 17
Section 3: Planning Thoughtfully
Chapter 18
Chapter 19
Chapter 20
Chapter 21
Chapter 22
Chapter 23
Chapter 24
Chapter 25
Chapter 26
Chapter 27
Section 4: Investing Wisely
Chapter 28
Chapter 29
Chapter 30
Chapter 31
Section 5: Seeking Sound Advice
Chapter 32
Chapter 33
Chapter 34
Chapter 35
Chapter 36
Section 6: Raising the Rising Generation
Chapter 37
Chapter 38
Chapter 39
Chapter 40
Chapter 41
Chapter 42
Section 7: Navigating Family Dynamics
Chapter 43
Chapter 44
Chapter 45
Chapter 46
Chapter 47
Chapter 48
Chapter 49
Chapter 50
Section 8: Making Shared Decisions
Chapter 51
Chapter 52
Chapter 53
Chapter 54
Chapter 55
Chapter 56
Chapter 57
Chapter 58
Section 9: Giving Together
Chapter 59
Chapter 60
Chapter 61
Chapter 62 A Roadmap to Successful Philanthropy
Conclusion
About the Editors
Index
เกี่ยวกับผู้แต่ง
TOM Mc CULLOUGH is Chairman and CEO of the Northwood Family Office, a multifamily office that serves the comprehensive needs of families of wealth. He has more than three decades of experience in the field of family wealth management and is an Adjunct Professor and Executive-in-Residence at the University of Toronto’s Rotman School of Management. He is the co-author of two other books — Family Wealth Management: Seven Imperatives for Successful Investing, and Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask.KEITH WHITAKER, Ph D, is president of Wise Counsel Research, a leading consultancy to families with wealth on governance, communication, and the development of rising generation leaders. He has been published in The Wall Street Journal, The New York Times, The Financial Times, and has co-authored six other books for Wiley, including Cycle of the Gift, Voice of the Rising Generation, and Complete Family Wealth.
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ภาษา อังกฤษ ● รูป PDF ● หน้า 464 ● ISBN 9781119827726 ● ขนาดไฟล์ 6.4 MB ● สำนักพิมพ์ John Wiley & Sons ● การตีพิมพ์ 2022 ● ฉบับ 1 ● ที่สามารถดาวน์โหลดได้ 24 เดือน ● เงินตรา EUR ● ID 8529979 ● ป้องกันการคัดลอก Adobe DRM
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