Family wealth : keeping it in the family : how family members and their advisers preserve human, intellectual, and financial assets for generations /

Every family, looking at the next generation, hopes to confer advantages that are more than just material and financial to inculcate character and leadership, to inspire creativity and enterprise, to help all family members find and follow their individual callings, and to avoid the financial depend...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Hughes, James E., Jr
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Princeton : Bloomberg Press, 2004.
Edición:Rev. and expanded ed.
Temas:
Estate planning > United States.
Finance, Personal > United States.
Families > Economic aspects > United States.
Planification successorale > États-Unis.
Familles > Aspect économique > États-Unis.
BUSINESS & ECONOMICS > Personal Finance > Money Management.
BUSINESS & ECONOMICS > Personal Finance > Budgeting.
Family > Economic aspects > United States.
Estate planning.
Families > Economic aspects.
Finance, Personal.
United States.
Acceso en línea:Texto completo (Requiere registro previo con correo institucional)
Tabla de Contenidos:
  • Long-term wealth preservation as a question of family governance
  • The family mission statement
  • Ritual
  • The family balance sheet and family income statement
  • Investor allocation
  • Two important practices
  • The family bank
  • Protectors, advisors, mentors, and hommes d'affaires
  • Control without ownership
  • Beneficiaries
  • Trustees
  • Family philanthropy
  • Evaluation of the next generation
  • Peer review
  • The private trust company
  • The role of aunts and uncles
  • The art and practice of mentorship
  • The role of elders
  • The trustee as regent
  • Unexpected consequences of a perpetual trust.

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