Complete family wealth wealth as well-being
A primer for families of high net worth on how to manage their qualitative and financial wealth for generations The second edition of this foundational work, Complete Family Wealth: Wealth as Well-Being provides proven tools and best practices for families of means to use in maturing, maintaining, a...
| Otros Autores: | , , |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
John Wiley & Sons, Inc
[2022]
|
| Edición: | Second edition |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009645683006719 |
Tabla de Contenidos:
- Cover
- Title Page
- Copyright Page
- Contents
- Preface to theSecond Edition
- Preface to the First Edition
- Preface to the First Edition: An Invitation
- A Welcome from James (Jay) Hughes, Esq.
- A Welcome from Dr. Susan Massenzio
- A Welcome from Dr. Keith Whitaker
- The Path Ahead
- Part One
- Chapter 1 Complete Wealth
- Right Understanding
- Complete Wealth
- The Five Types of Qualitative Capital
- Growing Capital
- A Provocative Comparison
- Measuring Qualitative Capital
- Chapter 2 Family Enterprise
- Affinity
- Flourishing
- The Three-Circle Model
- Active Ownership
- Transition
- Time
- Chapter 3 Principles
- Part Two
- Chapter 4 The Rising Generation
- Why Rising?
- The Effects of the Black Hole
- The Challenge
- Meeting the Challenge
- Rising in the Middle Passage
- Setting Off
- Chapter 5 The Big Reveal
- Confirmation
- What's Next?
- The Pause
- Courage
- Chapter 6 Parents
- Giving
- Know Thyself
- Nothing Too Much
- How Much Is Enough? Fair versus Equal?
- Communication and Control
- Giving as Grandparents
- Letting Go
- Chapter 7 Spouses
- Tough Questions
- Fiscal Difference
- The Three-Step Process
- Spouses and Family Meetings
- Blended Families
- Chapter 8 Elders
- "Old Age Hath Yet Its Honor and Its Toil"
- Characteristics
- Two Practices
- Chapter 9 Trustees and Beneficiaries
- Human Consequences
- Vocabulary
- Activity
- Distributions
- Conclusion
- Chapter 10 Advisers
- Questions to Consider
- Money
- Personnes de Confiance
- Counselors, Coaches, and Facilitators
- Mentors
- A Father's Wisdom
- Chapter 11 Friends
- Friends as Wealth
- Wealth and Friends
- Part Three
- Chapter 12 Character
- History
- What Works
- Chapter 13 Work
- Meaning
- Strengths and Flow
- The Human Work
- Play
- Chapter 14 Talking with Children about Wealth.
- Development
- The Power of the Teachable Moment
- Are We Rich?
- Curiosity
- Allowances
- Adolescents
- Managing Privacy
- Chapter 15 Prenuptial Agreements
- Introduction
- What Is a Prenuptial Agreement?
- How Best to Approach a Prenuptial Agreement
- For Parents of the Prospective Spouses
- Chapter 16 Getting Started
- Questions
- Questions for Reflection
- Practices
- Chapter 17 Family Meetings
- Preparation
- Why?
- What to Do in a Family Meeting?
- Who to Have at a Family Meeting?
- When to Hold a Family Meeting?
- How to Run an Effective Family Meeting?
- Where to Hold the Meeting?
- Chapter 18 Family Stories and Rituals
- The Stuff of Life
- Rituals
- Chapter 19 Family Mission Statements
- Why a Family Mission Statement Matters
- What Is a Family Mission Statement?
- How to Create a Family Mission Statement
- How to Use a Family Mission Statement
- Chapter 20 Family Governance
- Humility and Freedom
- Constitution, Council, and Assembly
- Design
- Ratification
- Chapter 21 Financial Capital
- Return
- Two Practices
- Chapter 22 Preserving a Family Vacation Home
- Hard Questions
- Family Culture as the Solution
- Facing Realities
- Chapter 23 Family Philanthropy
- The Benefits of Family Philanthropy
- Philanthropy for the Family
- Getting Started
- Magnificence
- Conclusion Individual Flourishing
- Epilogue: The Future?
- Evolutions in Human Development
- Changes in Family Structure
- New Understandings of Family Wealth
- China
- Appendix One: Fiduciary Course Curriculum
- Introduction
- Overview of Sessions
- Fiduciary Curriculum Outline
- Appendix Two: Key Practices for Families During Challenging Times
- Introduction
- Key Practices for Families
- Key Practices for Individuals
- Conclusion
- About the Authors
- James E. Hughes Jr., Esq.
- Dr. Susan E. Massenzio.
- Dr. Keith Whitaker
- Index
- EULA.
