
The legacy family: the definitive guide to creating a successful multigenerational family "Foreward by Jay Hughes"
Hausner, Lee
Written by two experts in the field, will provide readers with a roadmap for detailing how to leave family wealth and more importantly, legacy, intact. Readers will learn a variety of skills, including how to articulate a collective vision and aspiration for the future which can be embraced by all family members nourishing close family bonds. INDICE: - Introduction - Roadmap to a Legacy Family - The Family Constitution - Family Communications - The Family Meeting - Family Governance - Family Wealth Planning - The Family Bank - Family Shared Assets - The Family Foundation - Financial Competency and Life Skill Training - Family Business Succession- Handling Conflict - The Brain Trust - Taking the First Step - Appendix: Useful Tools - Family Strategic Planning Issues - Sample Family Constitution - Sample Family Meeting Agenda and Topics - Common Feeling Words - Family Conflicts in Wealth Planning Issues and Triggers Checklist - Sample Family Shared Asset Agreement - Comparisons Between Private Foundations and Donor Advised Funds - Ten Frequently Asked Questions Regarding Foundation Governance and Management - Financial Competency Checklist - Reference Books and Reading List
- ISBN: 978-0-230-61892-3
- Editorial: Palgrave Macmillan
- Encuadernacion: Cartoné
- Páginas: 224
- Fecha Publicación: 13/01/2010
- Nº Volúmenes: 1
- Idioma: Inglés