Family wealth : keeping it in the family : how family members and their advisers preserve human, intellectual, and financial assets for generations

Family wealth keeping it in the family : how family members and their advisers preserve human, intellectual, and financial assets for generations

The landmark book that changed the way exceptional families think about their heritage, their wealth, and their legacy to future generations--now revised and expanded.Every family, looking at the next generation, hopes to confer advantages that are more than just material and financial--to inculcate...

Full description

Bibliographic Details
Main Author: Hughes, James E., Jr (-)
Format: eBook
Language:Inglés
Published: Princeton : Bloomberg Press 2004.
Edition:Rev. and expanded ed
Series:Bloomberg
Subjects:
Estate planning > United States.
Finance, Personal > United States.
Families > Economic aspects > United States.
See on Biblioteca Universitat Ramon Llull:https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009627219006719
Table of Contents:
  • Long-term wealth preservation as a question of family governance
  • The family mission statement
  • Ritual
  • The family balance sheet and family income statement
  • Investor allocation
  • Two important practices
  • The family bank
  • Protectors, advisors, mentors, and hommes d'affaires
  • Control without ownership
  • Beneficiaries
  • Trustees
  • Family philanthropy
  • Evaluation of the next generation
  • Peer review
  • The private trust company
  • The role of aunts and uncles
  • The art and practice of mentorship
  • The role of elders
  • The trustee as regent
  • Unexpected consequences of a perpetual trust.

Similar Items