The Legacy Family

The Definitive Guide to Creating a Successful Multigenerational Family

L. Hausner, D. Freeman (Autoren)

Buch | Hardcover

206 Seiten

2010
Palgrave Macmillan (Verlag)
978-0-230-61892-3 (ISBN)

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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.

DOUGLAS K. FREEMAN is chief executive officer of IFF Advisors, Inc. and founder of the law firm, Freeman, Freeman& Smiley, LLP. DR LEE HAUSNER is president of IFF Advisors, Inc., and served as the senior psychologist for the Beverly Hills Unified School District for 19 years.

Introduction
Roadmap to a Legacy Family
The 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 Skill Training
Family Business Succession
Handling 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
Comparisons Between Private Foundations and Donor Advised Funds
Ten Frequently Asked Questions Regarding Foundation Governance and Management
Financial Competency Checklist
Reference Books and Reading List

Zusatzinfo	XIV, 206 p.
Verlagsort	Basingstoke
Sprache	englisch
Maße	155 x 235 mm
Themenwelt	Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Geld / Bank / Börse
	Naturwissenschaften
	Sozialwissenschaften ► Pädagogik
	Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung
	Wirtschaft ► Betriebswirtschaft / Management ► Rechnungswesen / Bilanzen
	Wirtschaft ► Volkswirtschaftslehre
ISBN-10	0-230-61892-8 / 0230618928
ISBN-13	978-0-230-61892-3 / 9780230618923
Zustand	Neuware