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Author: Barbara Blouin
Publisher: Barbara Blouin
ISBN: 0969440332
Category : Biography & Autobiography
Languages : en
Pages : 129
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Book Description
Author: Barbara Blouin
Publisher: Barbara Blouin
ISBN: 0969440332
Category : Biography & Autobiography
Languages : en
Pages : 129
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Book Description
Author: Rob Rikoon
Publisher: John Wiley & Sons
ISBN: 9780471321156
Category : Business & Economics
Languages : en
Pages : 392
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Book Description
Managing Family Trusts is an uncompromising, nuts-and-bolts guide to the world of family trusts. Written by a seasoned expert with many years of firsthand experience in the field, it describes how financial professionals can help beneficiaries loosen the grip of unresponsive or inefficient trustees, assert their rights as inheritors, and assume greater responsibility for their own financial lives. Managing Family Trusts provides a complete set of tools to all those concerned with the business of building better, more satisfying fiduciary arrangements and presents a rare insider's view of how this world operates and details its unique challenges and rewards.
Author: John L. Levy
Publisher: Booksurge Publishing
ISBN: 9781419699641
Category : Charities
Languages : en
Pages : 0
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Book Description
Inherited Wealth explores issues that arise through the transmission of wealth within a family, and provides wisdom and insights for approaching these concerns in a healing and transformative way.
Author: Barbara Blouin
Publisher: Barbara Blouin
ISBN: 0969919581
Category : Law
Languages : en
Pages : 200
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Book Description
Author: Margaret May Damen
Publisher: John Wiley & Sons
ISBN: 0470585579
Category : Business & Economics
Languages : en
Pages : 308
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Book Description
Discover gender-specific tools and strategies Boom-Generation women can use to make philanthropic and charitable decisions Answering women's questions of how and why to give from the heart, Women, Wealth & Giving helps you understand the models that work best for charitable giving and how these models fit into your legacy mission, whether you've earned, inherited or married into your wealth. Women, Wealth & Giving will help you understand what models work best for charitable giving, and how to fit those models into your plans, mission, and intended legacy-whether you earned, inherited or married into wealth. This useful planning guide also Includes pertinent anecdotes, worksheets, quizzes, inspirational profiles, a resource guide, and much more Identifies gender-specific tools and strategies Boom-Generation women can use to make philanthropic and charitable decisions Provides women the means to engage their hearts as well as their minds in giving money, time, and talent away in meaningful ways With over 43 million Boom-Generation Women at or nearing the age of retirement, the American population is reaching what has been described as the great wealth transfer, and with women outliving men, or choosing to live alone, the role of women in decisions concerning philanthropic dollars will be critical to the economic, political and moral fabric of our society. Get Women, Wealth & Giving and discover the transformative power of women's philanthropy.
Author: Barbara Blouin
Publisher: [Halifax, N.S.] : Trio Press
ISBN: 9780969919506
Category : Adult children
Languages : en
Pages : 185
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Book Description
Author: Myra Salzer
Publisher:
ISBN: 9780976865711
Category : Finance, Personal
Languages : en
Pages : 196
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Book Description
Heirs hoping to harness personal potential must overcome traps and burdens so often tied to inheritance. This book offers an inspiring start to that journey.
Author: James Oliver Goldsborough
Publisher:
ISBN: 9780977042999
Category : California
Languages : en
Pages : 308
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Book Description
Where inherited wealth and family intersect--not always for the good.Explores one of American society¿s endlessly fascinating scenarios. Best of all, the story is true. The author takes the reader on a journey beginning with Revolutionary War heroes down through succeeding generations of Civil War notables, industrial titans, an improbable love story with an eleven-year courtship, a couple besotted and befuddled by all that is given them, and finally, a son who not only survives but thrives.The family tree is populated with such historical families as the Shields, Crittendens, Olivers, Nevilles, and Craigs; military, political, and industrial leaders of their time.The story is one of east and west, north and south: Western Pennsylvania, land of opportunity in the Republic¿s early years and later a seat of eastern high society; California immediately after World War II as the new land of opportunity; dreams of railroads and then an airline to open up vast territories of Mexico; brother-against-brother in war. El Chepe and Ramsa; exotic adventures and improbable schemes; lives fulfilled and lives wasted, it portrays the schizophrenia of people ricocheting between vast opportunity and the inability to make a life in the shadow of great wealth.The story is accompanied by astonishing first hand accounts and documentation kept by the author¿s family. Photographs, diaries, and letters give credence to accounts and give voice to the people who wrote them. These are not far-away characters in a fairy tale but real flesh-and-blood human beings speaking through the generations.
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: Richard A. Morris
Publisher: John Wiley & Sons
ISBN: 0470885521
Category : Business & Economics
Languages : en
Pages : 70
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Book Description
Leaving children with a substantial amount of money can be a boon or a burden. High-net-worth parents need to give their children an education to navigate today’s complex world. The question becomes how to raise children with a sense of reality and balance, imparting a strong work ethic, and making them good stewards of their wealth. Kids, Wealth, and Consequences enlightens high-net-worth parents about the unique issues they need to explore. The book addresses the ”hard” financial issues, such as investing and estate planning, as well as the “soft” emotional issues relating to values, family, and communication. Morris and Pearl detail strategies and techniques to help parents raise children who appreciate and know how to manage the wealth they inherit. Richard Morris spent many years working for his family's multimillion dollar business, and learned firsthand the challenges of business ownership and family wealth. Jayne Pearl is an experienced journalist who writes about families, family businesses, and money.
