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Contenido

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.

   INDICE: - 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

Detalles del artículo

• Páginas : 224
• Editorial : Palgrave Macmillan
• Idioma : Inglés
• Fecha de Publicación : 13/01/2010
• ISBN: 9780230618923
• Encuadernación : Cartoné
• Nº Volúmenes : 1
• País de Publicación : Reino Unido (INGLATERRA)