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Strategic Family Wealth Management : Managing the Business of Family Wealth.
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Somerset :
John Wiley & Sons, Incorporated,
2017.
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| Colección: | Bloomberg Ser.
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| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- Cover; Title Page; Copyright; Contents; Preface; Acknowledgments; About the Author; Part I: The Meaning of Wealth; Chapter 1: The Wealth Management Challenge; Notes; Chapter 2: Wealth Is More Than Money; The Rockefellers: An Emphasis on Wealth-Building and Philanthropy; All about Oprah; Finding a Singular Purpose; The Advantages of Great Wealth ... ; ... and the Drawbacks; The Rich Life: A Case Study; Another View; Notes; Chapter 3: The Impact of Wealth Stewardship; Three Families: The Hands-on Patriarch; Three Families: The Silver Spoon; Three Families: The Middle Ground; Notes.
- Part II: Understanding the Wealth Management ProcessChapter 4: The Importance of Integrating Tactical and Strategic Wealth Management; The Beginning: Questions and Answers about Strategic and Tactical Wealth Planning; The Elements of Business Planning versus Strategic Wealth Planning; Notes; Chapter 5: Should We Manage Wealth as a Family?; Family Offices: Will You Need One?; The First Family Office-and a Mistake; Notes; Chapter 6: The Story of Wealth Creation: Why It Matters; The Family Narrative; Why the Family History Should Be Told to Children, Too; Telling It All; Recovering the Legacy.
- A Family LegacyA Legacy Lost-and Recaptured; Notes; Chapter 7: Vision and Mission: The Past, the Present, and the Future; The Essential Question; Vision and Mission; Getting Started; Notes; Chapter 8: Family Governance: Roles and Responsibilities, Decision Making, and Conflict Resolution; Instituting Family Governance; Governing the Family; The Family Constitution and Bylaws; Changing the Constitution; It's Not All about Rights; The Family Assembly and the Family Council; Types of Governance; A Critical Factor; When Conflict Threatens the Family Enterprise; Engaged or Inactive Family Members.
- NotesChapter 9: Developing Future Leadership; Where Are the Leaders?; Building Leadership; Learning to Lead; The Best Mentors; Notes; Chapter 10: Family Education: Building a Culture of Learning and Continuous Improvement; Preparing the Kids; Money and Values; Managing Money: Younger Children; Managing Money: Older Children; Adults, Too; Notes; Chapter 11: Communication and Alignment: Working Together as a High-Functioning Team; Who Needs to Be Heard?; The Perils of the Other Conversation
- Methods of Communication; Who Talks?; Notes; Chapter 12: Integrating Tactical Wealth Management.
- Cash Flow, Budgeting, and Financial ForecastingBanking; Tax Planning and Compliance; Risk Management; Asset and Investment Management; Business Management and Direct Investment; Family Office Creation and Management; Information Management and Reporting; Winding Up; Notes; Chapter 13: Getting It Right; Facing the Future: Transition from a Business Executive to Running a Financial Enterprise; The New World: The Singleton Family Enterprise Two Years Later; Index; EULA.