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Author: David Lansky
Publisher: Springer
ISBN: 1137576391
Category : Business & Economics
Languages : en
Pages : 162
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Book Description
Most family business owners and wealth creators share an important vision: perpetuating family and wealth for many generations to come. To ensure wealth continuity, many families put into place various structures, plans, and processes, including estate plans (which may include multiple trusts), ownership succession plans, governance structures/strategies, and others. These sometimes-elaborate plans are aimed at preserving family wealth. In reality, for many families, they don’t. In fact, it has been estimated that a majority of estate plans in place fail, largely as a result of family conflict or communication problems. Author David Lansky reveals here that too many one-size-fits-all and elaborate continuity plans fail to take into account the idiosyncratic family factors that can interfere with continuity planning. Lansky details further how building the right foundation will help families implement the best continuity plans. Addressing that foundation effectively includes understanding the building blocks that make it up, assessing their strengths, and developing strategies to improve them. The specific building blocks include:• Learning Capacity • Familyness • Safe Communication Culture • Commitment to Personal Development• Effective Leadership of Change While richly informative, this book is not intended as a training manual, but rather as a starting point for important ideas and conversations. In fact, the goal of this book is to help families consider several related factors that go into a foundation for continuity, and to build more effective continuity plans and strategies based on their assessments.
Author: David Lansky
Publisher: Springer
ISBN: 1137576391
Category : Business & Economics
Languages : en
Pages : 162
Get Book Here
Book Description
Most family business owners and wealth creators share an important vision: perpetuating family and wealth for many generations to come. To ensure wealth continuity, many families put into place various structures, plans, and processes, including estate plans (which may include multiple trusts), ownership succession plans, governance structures/strategies, and others. These sometimes-elaborate plans are aimed at preserving family wealth. In reality, for many families, they don’t. In fact, it has been estimated that a majority of estate plans in place fail, largely as a result of family conflict or communication problems. Author David Lansky reveals here that too many one-size-fits-all and elaborate continuity plans fail to take into account the idiosyncratic family factors that can interfere with continuity planning. Lansky details further how building the right foundation will help families implement the best continuity plans. Addressing that foundation effectively includes understanding the building blocks that make it up, assessing their strengths, and developing strategies to improve them. The specific building blocks include:• Learning Capacity • Familyness • Safe Communication Culture • Commitment to Personal Development• Effective Leadership of Change While richly informative, this book is not intended as a training manual, but rather as a starting point for important ideas and conversations. In fact, the goal of this book is to help families consider several related factors that go into a foundation for continuity, and to build more effective continuity plans and strategies based on their assessments.
Author: K. LeCouvie
Publisher: Springer
ISBN: 1137280921
Category : Business & Economics
Languages : en
Pages : 207
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Book Description
The first ever comprehensive guide to family business succession planning. This book covers everything from what family business ownership is and how to structure ownership bylaws to business structure, leadership transition, and how a founder exits the business. Drawing on original research, case studies, and white papers, Family Business Succession is a thorough, complete, and "required reading" for every family member working in a family business.
Author: Doug Baumoel
Publisher: Continuity LLC
ISBN: 9780996425605
Category : Conflict (Psychology)
Languages : en
Pages : 226
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Book Description
Based on the groundbreaking work of Doug Baumoel and Blair Trippe, Deconstructing Conflict helps enterprising families navigate the challenges of owning and managing together. Using The Conflict Equation methodology, the book deconstructs conflict into its component parts to arm family business stakeholders and advisors with cutting-edge thinking.
Author: Justin B. Craig
Publisher: John Wiley & Sons
ISBN: 1119759307
Category : Business & Economics
Languages : en
Pages : 279
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Book Description
Organize and plan for your family business’s continued, intergenerational success Continuity Model Generation: Integrating Wealth, Strategy, Talent, and Governance Plans delivers a cohesive and comprehensive plan for family business leaders who seek to improve the chances of sustaining success across generations. Incorporating four distinct—but closely related—plans, Continuity Model Generation shows family businesses how to manage their strategy, their wealth, their talent, and their governance to achieve multi-generational success. The book also offers: A coherent framework (Continuity Canvas) for the integration of its multiple plans affecting every critical aspect of the family-owned or controlled business Straightforward and practical frameworks, meta-frameworks, and cornerstones to ground your family business’s strategy A variety of templates, checklists, and forms to organize your thinking and strategy Ideal for business-owning families, as well as their stakeholders and those who advise them, Continuity Model Generation: Integrating Wealth, Strategy, Talent, and Governance Plans is required reading for anyone interested in maintaining and developing family-based wealth.
Author: Kelin E. Gersick
Publisher: Lexington Books
ISBN: 9780739109243
Category : Business & Economics
Languages : en
Pages : 310
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Book Description
Using detailed and comprehensive analysis, Generations of Giving: Leadership and Continuity in Family Foundations examines continuity and leadership over time within family foundations. Although the foundations in the study are quite diverse in their goals and management, they have all had to confront and survive a common set of challenges. At the core of this volume is the study of two aspects of philanthropy: funding and volunteers_each essential to the survival of a foundation. This study is about the 'why' and the 'how' of these two crucial aspects. Published in cooperation with the National Center for Family Philanthropy.
Author: Mark Haynes Daniell
Publisher: World Scientific
ISBN: 9811265917
Category : Business & Economics
Languages : en
Pages : 530
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Book Description
The successful management of family wealth has always been a challenge, even in the best of times. Requiring a careful balance of both family and financial considerations, the investment of family wealth for both lifetime and legacy purposes has become even more difficult in an increasingly complex world.Family Wealth Management addresses a family's philosophy of wealth, the development and prioritization of goals, and the understanding, structuring and allocation financial assets. In addition, the authors provide clear insights on the specifics of investment management and engaging and educating the family and its members in wealth management.The seven imperatives, which make up the core of the book, serve as both a guide to the critical insights necessary for successful family wealth management, and also serve as a step-by-step process to help families develop and implement their own unique investment strategies, and achieve the full set of their family's related objectives.Comprehensive, practical, and easy to apply, this work can serve as an important reference guide for family members and their wealth managers around the world for this immediate period — and for many years to come.
Author: Mark Daniell
Publisher: John Wiley and Sons
ISBN: 0470827084
Category : Business & Economics
Languages : en
Pages : 336
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Book Description
Hamilton and Daniell have creatively taught us how to weave together the threads of lineage that create family legacy. They have also clarified the vision of what family leaders look like who are the master weavers of such threads. This all leads toward teaching us how to create and guide our families, and those we serve, to seven and more generations of successful, generative and flourishing lives as individuals and as family. We owe their work a deep debt of gratitude and a bow of appreciation. James (Jay) E. Hughes, Jr. Author, Family: The Compact Among Generations Mark Daniell and Sara Hamilton have written a book that will become a real reference for families wishing to establish a long-term strategy for building an enduring legacy for generations. It contains a wealth of ideas, strategy prescriptions, case histories, and anecdotes that will give the family leader and members of the “tribe” a true guide to building a system that will endure the test of time. I recommend it to families in Asia and beyond. Dr. Victor K. Fung Chairman, Li & Fung Group This is a superb book––unique and full of examples––on the vision of legacy and the role of family leadership. It is also a comprehensive guide to risk management with a special spirit for wise risk-taking. Daniell and Hamilton draw on the unique experience of the Family Office Exchange and its many hundreds of members and scores of studies to define the role of family leadership more fully and inspiringly than ever. This book makes the challenges vivid and the path clear for successful families to preserve both their wealth and their purpose. John L. Ward Principal, The Family Business Consulting Group Family Legacy and Leadership is an innovative, useful blend of theory and practice; and of the hard and soft issues that families face. It offers ideas, insights, and tools that will help families of all types find their path through change. Melissa A. Berman President & CEO, Rockefeller Philanthropy Advisors
Author: Kelin E. Gersick
Publisher: Harvard Business Press
ISBN: 087584555X
Category : Business & Economics
Languages : en
Pages : 316
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Book Description
Generation to Generation will help managers understand the special dynamics & challenges that family businesses face as they move through their life cycles. It explains how to handle succession, & the role of non-family professionals.
Author: Daniela Montemerlo
Publisher: Macmillan
ISBN: 0230116213
Category : Business & Economics
Languages : en
Pages : 118
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Book Description
The family agreement is becoming a prime objective to a successful family business. Designed for families planning to draft such an agreement, families deciding whether or not to begin the process, and those that have already established a family agreement, this book illustrates the fundamental components and their importance to the success of the family business. A family agreement or constitution is the expression of purpose for the continuity of the business and the process of creating one is just as important.
Author: Stephanie Brun de Pontet
Publisher: Springer
ISBN: 1137578041
Category : Business & Economics
Languages : en
Pages : 207
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Book Description
How can you move most effectively from the pinnacle of business and leadership success into "post-work" life that energizes you, and leverages your experience and your interests? This book draws on the experience of several past CEOs to address the important topic of ‘personal continuity’ for family business leaders transitioning from the day-to-day leadership of their enterprise. Making this transition remains challenging for most leaders. Lack of clarity or options for meaningful post-CEO roles is a major factor in succession struggles, resulting in wide-reaching consequences for all stakeholders in the enterprise. Here, family business consultant Brun de Pontet takes an in-depth look at the dynamics and challenges for leaders in transition and the systems around them, to deliver insights on sources of difficulty and tips and tools for effective planning. The book draws extensively on the experiences of more than a dozen former family business leader interviewees. These highly driven and accomplished business leaders share stories and lessons from their own personal continuity journey as they transitioned from the top of their companies. Combining these real examples with knowledge from years of consulting and research, Brun de Pontet helps leaders broaden their sense of self as they look forward to a rich, purpose-filled next chapter in life.
