Legacy Family The Definitive Guide to Creating a Successful Multigenerational Family
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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.
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All the information you need in one place! Each Study Brief is a summary of one specific subject; facts, figures, and explanations to help you learn faster.
List price: $44.00
Copyright year: 2009
Publisher: Palgrave Macmillan
Publication date: 1/13/2010
Size: 6.50" wide x 9.50" long x 1.00" tall
|Introduction The Legacy Family|
|Roadmap to a Legacy Family|
|The Family Meeting|
|Family Wealth Planning|
|The Family Bank|
|Family Shared Assets|
|The Family Foundation|
|Financial Competency and Life Skills Trainin|
|Family Business Succession|
|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|