Legacy Family The Definitive Guide to Creating a Successful Multigenerational Family

Name: Legacy Family The Definitive Guide to Creating a Successful Multigenerational Family
Availability: InStock
ISBN: 9780230618923

ISBN-10: 0230618928

ISBN-13: 9780230618923

Edition: 2009

Authors: Lee Hausner, Douglas K. Freeman

List price: $44.99

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Description:

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.

Book details

List price: $44.99
Copyright year: 2009
Publisher: Palgrave Macmillan
Publication date: 1/13/2010
Binding: Hardcover
Pages: 206
Size: 6.37" wide x 9.61" long x 0.92" tall
Weight: 1.100
Language: English



Foreword



Acknowledgment


Prologue


Introduction The Legacy Family



Roadmap to a Legacy Family



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 Skills Trainin



Family Business Succession



Managing 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-Topical Outline of Key Provisions



Comparisons between Private Foundations and Donor Advised Funds



Ten Frequently Asked Questions Regarding Governance and Management



Financial Competency Checklist



Reference Books and Reading List


Index