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The Definitive Guide to Creating a Successful Multigenerational Family
Lee Hausner, Douglas K. Freeman
ISBN: 9780230618923
Format: Hardback
Publisher:Palgrave Macmillan
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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.
Though statistics indicate that trillions of dollars will be transferred to the younger generation in the next 50 years, the recipients of that inherited wealth are unlikely to preserve and pass on their inheritance intact. The Legacy Family, 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, form how to articulate a collective vision and aspiration for the future which can be embraced by all family members to how to create a process for future generations to help each member shape their own future while nourishing their close family bonds.
| ISBN | 0230618928 | | DEWEY edition | DC22 | | ISBN13 | 9780230618923
(What's this?) | | Pages | 224 | | Publisher | Palgrave Macmillan | | Volumes | 1 | | Imprint | Palgrave Macmillan | | Weight (grammes) | 394 | | Format | Hardback | | Published in | Basingstoke | | Publication date | 19 Mar 2010 | | Height (mm) | 242 | | Writer of foreword | Jay Hughes | | Width (mm) | 160 | | Library of Congress | 2009011691 | | Spine width (mm) | 21 | | DEWEY | 332.024 | | Academic level | General |
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| | | Foreword by Jay Hughes | | | | Introduction | | The Legacy Family | | 1 | | 1 | | Roadmap to a Legacy Family | | 9 | | 2 | | Family Constitution | | 17 | | 3 | | Family Communications | | 25 | | 4 | | The Family Meeting | | 39 | | 5 | | Family Governance | | 51 | | 6 | | Family Wealth Planning | | 59 | | 7 | | The Family Bank | | 73 | | 8 | | Family Shared Assets | | 85 | | 9 | | The Family Foundation | | 97 | | 10 | | Financial Competency and Life Skills Training | | 113 | | 11 | | Family Business Succession | | 123 | | 12 | | Managing Conflict | | 137 | | 13 | | The Brain Trust | | 153 | | 14 | | Taking the First Step | | 159 | | Appendix | | Useful Tools | | | | 1 | | Family Strategic Planning Issues | | 167 | | 2 | | Sample Family Constitution | | 169 | | 3 | | Sample Family Meeting Agenda and Topics | | 177 | | 4 | | Common Feeling Words | | 179 | | 5 | | Family Conflicts in Wealth Planning - Issues and Triggers Checklist | | 181 | | 6 | | Sample Family Shared Asset Agreement - Topical Outline of Key Provisions | | 185 | | 7 | | Comparisons between Private Foundations and Donor Advised Funds | | 187 | | 8 | | Ten Frequently Asked Questions Regarding Governance and Management | | 191 | | 9 | | Financial Competency Checklist | | 195 | | | More... | | |
"A must-read for every financial family."--Sara Hamilton, Founder and CEO, Family Office Exchange "The encyclopedia of how to keep a family together for at least a hundred years."--Joseph A. Field, Partner, Withers LLP ""The Legacy Family" is an invaluable roadmap for multigenerational families and their advisors. The authors address multigenerational wealth in all dimensions - both human capital as well as financial capital."--Kathryn M. McCarthy, Independent Advisor to Families and Family Offices and former Managing Director, Rockefeller & Co., Inc. "Silence is golden no longer - especially when it comes to a family with substantial assets. How to deal with conflict, how to find a better way to communicate - this is expressed in down-to-earth language with real solutions as only co-author Lee Hausner, long admired for her candor, can deliver so clearly!"--Charlotte B. Beyer, Founder & CEO, Institute for Private Investors
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