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Author: Leslie Quinsay
Publisher:
ISBN: 9781999177317
Category : Electronic books
Languages : en
Pages :
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Book Description
Author: Leslie Quinsay
Publisher:
ISBN: 9781999177317
Category : Electronic books
Languages : en
Pages :
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Book Description
Author: L. Hausner
Publisher: Springer
ISBN: 0230101860
Category : Business & Economics
Languages : en
Pages : 208
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Book Description
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.
Author: Leslie Quinsay
Publisher:
ISBN: 9781999177300
Category : Business & Economics
Languages : en
Pages : 152
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Book Description
Estate planning is different when a family business is involved... very different. This practical and expertly-crafted guide assists families to successfully pass their wisdom and wealth from generation to generation.
Author: Jeff Rogers
Publisher: Forbesbooks
ISBN: 9781946633040
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
AN INTENTIONAL PLAN FOR A LASTING LEGACY You will Leave A Legacy for the next generation. We all will. Will your legacy include the values, virtues, guiding principles, and culture that you've worked hard to instill in your family or business? In Create a Thriving Family Legacy: How to Share Your Wisdom and Wealth with Your Children and Grandchildren, Jeff Rogers details how you can take a different approach to estate planning. Instead of merely transferring wealth to the next generation, Jeff teaches you how to prepare your heirs with wisdom and values, helping them thrive well beyond your years. Don't just transfer your valuables; transfer your values. Don't just transfer your wealth; transfer your wisdom to your children and grandchildren. Let Jeff become your guide as you intentionally create the legacy you truly want to leave behind. This book will be your field guide to whole-life stewardship, looking at five aspects of legacy: PERSONAL LEGACY | FAMILY LEGACY | FINANCIAL LEGACY | BUSINESS LEGACY | KINGDOM LEGACY If you want to create a lasting legacy that blesses your family, furthers God's Kingdom, and supports the causes you love, then Create a Thriving Family Legacy is for you.
Author: Amy A. Castoro
Publisher: HigherLife Publishing
ISBN: 9780998977317
Category : Estate planning
Languages : en
Pages : 0
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Book Description
"Bridging the Generations – Transitioning Family Wealth and Values for a Sustainable Legacy provides you with insight, strategies and compelling stories on how your wealth can be successfully passed on from one generation to the next with the family unity intact. You'll benefit from learning: How true wealth is more than an impressive financial balance sheet; How to put the family center and front; Five pillars to create a successful wealth transfer and succession for your family; Real life stories of wealth transfers and successions done well and done poorly; Strategies you can apply now in your own transition planning"--
Author: Dennis T. Jaffe
Publisher: John Wiley & Sons
ISBN: 1119573807
Category : Business & Economics
Languages : en
Pages : 439
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Book Description
Families share how they have maintained and grown their wealth from generation to generation. While creating wealth is a wonderful achievement, business families are also concerned with how their wealth is used to support their values, the lives of their children and the well-being of the community. Over several generations, families who are successful in growing their wealth have been able to reinvent themselves and their business in the face of significant environmental transformations and internal differences cause by family dynamics. Borrowed from my Grandchildren is a fascinating look at how large, long-lasting business families succeed across generations. Author Dennis T. Jaffe, one of the leading architects of the field of family enterprise consulting, has interviewed members of successful, well known, 100-year family enterprises from 20 countries, who serve as role models for those wishing to see their wealth positively impact their children, employees, and communities. Half continue to own their legacy business and others have gone on to become family offices with a portfolio of shared assets, but all these families have sustained their values and identity as a family over more than three generations. Offering the collected wisdom of nearly 100 global business families, this insightful book shares the real-life stories of partners in business and wealth management over three of more generations. Families that generate rather than reduce their wealth across generations, known as Generative Families, focus on engaging across generations and develop collaborative governance for both family and business to ensure responsible stewardship from one generation to the next. This unique resource: Presents real-life stories of families sustaining wealth over generations Explores both the successes and failures of retaining family wealth Includes rare private insights from members of prominent wealthy families Examines the nature of global family enterprises and their evolution over generations Discusses the financial, human, and social dimensions of wealth Borrowed from my Grandchildren: The Evolution of Stewardship in 100-Year Families is an essential read for family members, non-family executives, family offices, estate planning lawyers, family business consultants, trust officers, philanthropic and foundation advisors, financial advisors, financial planners, CPAs, and other finance professionals.
Author: Roy Orville Williams
Publisher: Author's Choice Publishing
ISBN: 9781931741316
Category : Business & Economics
Languages : en
Pages : 208
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Book Description
Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.
Author: Johnathan Lightfoot
Publisher: Cln Publishing
ISBN: 9781088100356
Category :
Languages : en
Pages : 0
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Book Description
In this book, readers will discover the importance of creating a family legacy that goes beyond material wealth. The author emphasizes the value of passing down values, traditions, and experiences to future generations. The book covers topics such as: Brainstorming Your Legacy: Readers will learn how to define their legacy by identifying their skills, passions, and ideal life. They will be guided through creating a plan with actionable steps and seeking support from others who can help them achieve their goals. Living Your Legacy: The author emphasizes the importance of using one's strengths and passions to achieve their goals and live their legacy. Readers will learn how to share their legacy by passing down traditions and wealth to future generations. Building a Faithful Family Legacy: Parents will learn how to be present and lead by example, with gifts of love and family. The author emphasizes the role of being a steward for the family's legacy by taking responsibility for preserving and passing it down. Creating Generational Wealth: The book provides actionable steps for creating generational wealth by investing in oneself, family, and community, paying off debt, investing in stocks, real estate, education, and life insurance, consulting experts, prioritizing financial education, and building a business. Passing Down Good Money Values: The author highlights the importance of instilling good money values in the next generation. Readers will learn how to be a good money role model, teach kids the basics of money management, and encourage them to make their own money. This book is a comprehensive guide for families who want to build a lasting legacy that goes beyond material wealth. The author provides practical advice and actionable steps for passing down values, traditions, and wealth to future generations. By following the guidance in this book, families will create a legacy that will be remembered for generations to come.
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: Roy Orville Williams
Publisher: Robert Reed Pub
ISBN: 9781880710012
Category : Business & Economics
Languages : en
Pages : 230
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Book Description
There are few books available to prepare parents who want to raise children who are able to receive money and use it responsibly. The old ways of transferring assets to children and grandchildren-which rely solely on legal and tax advice-are not working. A whole new way of looking at this challenge is necessary. For Love & Money introduces a new paradigm, which the author calls the Integrated Wealth Transfer Process. This process is explained in detail in an easy to understand way that will enable families to learn how to discuss sensitive subjects openly and honestly, thereby reaching mutual consensus regarding the family mission and the management of family assets. Also included are two useful appendices: Succession Instruments and Recommended Additional Reading. Roy O. Williams is a recognized authority in the field of family coaching, and all of the information in this book was gathered during his work with families over the past thirty years.
