Complete Family Wealth

Wealth as Well-Being

James E. Hughes, Jr, Keith Whitaker, Susan E. Massenzio

$69.95

Hardback

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English

Bloomberg Press
30 December 2021

Finance & accounting

"A primer for families of high net worth on how to manage their qualitative and financial wealth for generations The second edition of this foundational work, Complete Family Wealth: Wealth as Well-Being provides proven tools and best practices for families of means to use in maturing, maintaining, and managing personal and legacy wealth long into the future. The book is divided into three parts: the ""what""—what is meant by family, wealth, and enterprise; the ""who""—the persons crucial to family enterprise flourishing; and the ""how""—specific practices families can use to enhance and grow family wealth.

The second edition of this work places the health and well-being of the individual members of the family unit at the forefront of every aspect detailed within the book. A natural product of this focus is an increased awareness of the social complexities of wealth that have come to the fore in recent years, and the team of expert authors here address the responsibility of private wealth to the public good. In addition, Complete Family Wealth's second edition provides readers with:

A new chapter on ""the big reveal,"" suggesting ways to encourage positive, life-affirming reception of the revelation of present or future wealth An additional chapter on preserving the beloved family vacation home Two new appendices: ""Fiduciary Course Curriculum,"" dedicated to enhancing the education of trustees and beneficiaries; and ""Key Practices for Families During Challenging Times,"" a response to the pandemic but relevant to all trying periods for families Examples that make these practices accessible to a broad audience across the wealth spectrum.

Having shaped the language used by families and their advisors with the first edition, Complete Family Wealth's second edition is essential reading for families of high net worth and their financial advisors. It will also be of interest to family offices, fund managers, as well as private investors."

By: James E. Hughes Jr, Keith Whitaker, Susan E. Massenzio
Imprint: Bloomberg Press
Country of Publication: United States
Edition: 2nd edition
Dimensions: Height: 236mm, Width: 158mm, Spine: 25mm
Weight: 408g
ISBN: 9781119820031
ISBN 10: 1119820030
Pages: 224
Publication Date: 30 December 2021
Audience: General/trade , ELT Advanced
Format: Hardback
Publisher's Status: Active

JAMES E. HUGHES, JR. is a retired attorney and the author or co-author of several books on the dynamic preservation of true family wealth, including Family Wealth: Keeping It In The Family, Family: The Compact Among Generations, and Cycle of the Gift: Family Wealth & Wisdom. SUSAN E. MASSENZIO, PHD, is a psychologist and co-founder of Wise Counsel Research, a think tank and consultancy. She has extensive experience consulting to senior executives, helping leaders develop effective succession plans. KEITH WHITAKER, PHD, is an educator and co-founder of Wise Counsel Research. He has extensive experience consulting to leaders of enterprising families, helping to plan succession, develop next-generation talent, and communicate around estate planning.

PERHAPS A GIFT VOUCHER FOR MUM?: MOTHER'S DAY

Complete Family Wealth

Wealth as Well-Being

James E. Hughes, Jr, Keith Whitaker, Susan E. Massenzio

$69.95

Hardback

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