Create A Thriving Family Legacy
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Create A Thriving Family Legacy
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Author : Jeff Rogers
language : en
Publisher: Forbesbooks
Release Date : 2019-01-04
Create A Thriving Family Legacy written by Jeff Rogers and has been published by Forbesbooks this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-01-04 with Business & Economics categories.
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.
Family Legacy And Leadership
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Author : Mark Daniell
language : en
Publisher: John Wiley and Sons
Release Date : 2010-11-02
Family Legacy And Leadership written by Mark Daniell and has been published by John Wiley and Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-11-02 with Business & Economics categories.
Hamilton and Daniell have creatively taught us how to weave together the threads of lineage that create family legacy. They have also clarified the vision of what family leaders look like who are the master weavers of such threads. This all leads toward teaching us how to create and guide our families, and those we serve, to seven and more generations of successful, generative and flourishing lives as individuals and as family. We owe their work a deep debt of gratitude and a bow of appreciation. James (Jay) E. Hughes, Jr. Author, Family: The Compact Among Generations Mark Daniell and Sara Hamilton have written a book that will become a real reference for families wishing to establish a long-term strategy for building an enduring legacy for generations. It contains a wealth of ideas, strategy prescriptions, case histories, and anecdotes that will give the family leader and members of the “tribe” a true guide to building a system that will endure the test of time. I recommend it to families in Asia and beyond. Dr. Victor K. Fung Chairman, Li & Fung Group This is a superb book––unique and full of examples––on the vision of legacy and the role of family leadership. It is also a comprehensive guide to risk management with a special spirit for wise risk-taking. Daniell and Hamilton draw on the unique experience of the Family Office Exchange and its many hundreds of members and scores of studies to define the role of family leadership more fully and inspiringly than ever. This book makes the challenges vivid and the path clear for successful families to preserve both their wealth and their purpose. John L. Ward Principal, The Family Business Consulting Group Family Legacy and Leadership is an innovative, useful blend of theory and practice; and of the hard and soft issues that families face. It offers ideas, insights, and tools that will help families of all types find their path through change. Melissa A. Berman President & CEO, Rockefeller Philanthropy Advisors
The Family Legacy Shaping Culture From The Inside Out
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Author : Randall W Bixby
language : en
Publisher:
Release Date : 2019-12-27
The Family Legacy Shaping Culture From The Inside Out written by Randall W Bixby and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-12-27 with Family & Relationships categories.
The Legacy Family
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Author : L. Hausner
language : en
Publisher: Springer
Release Date : 2016-04-30
The Legacy Family written by L. Hausner and has been published by Springer this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-04-30 with Business & Economics categories.
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.
Living A Legacy That Lasts
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Author : Mark Casella
language : en
Publisher:
Release Date : 2016-03-01
Living A Legacy That Lasts written by Mark Casella and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-03-01 with categories.
This book was written to share what I've learned on my own journey. From my 35 years of professional experience and my personal perspective as a second-generation member of a business-owning family who's married to someone from the third generation of such a family, I'll show you what you can do to help your own family create a legacy that lasts.This book will be a wake-up call for some. Sadly, we've seen amazing successful family enterprises crash and burn because the owners didn't think they needed to do the hard work of planning for the future. Perhaps the lessons herein can change the outcome for families who haven't yet thoughtfully considered what needs to be done to be successful in pursuit of what matters most to them and to perpetuate their legacy for many generations.What will your legacy say about you? Will your legacy last? Will you succeed in living a well lived life? If you are willing to invest the time and effort to use the success mapping process in your pursuit of what matters most to you and your family, then your prospects for the future are bright in living a lasting legacy.
Borrowed From Your Grandchildren
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Author : Dennis T. Jaffe
language : en
Publisher: John Wiley & Sons
Release Date : 2020-02-25
Borrowed From Your Grandchildren written by Dennis T. Jaffe and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-02-25 with Business & Economics categories.
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.
Family Success
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Author : Scott D. Serfass
language : en
Publisher: Tate Publishing & Enterprises
Release Date : 2014-05-20
Family Success written by Scott D. Serfass and has been published by Tate Publishing & Enterprises this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-05-20 with Family & Relationships categories.
Family wealth is not self-perpetuating. Without careful planning, it is possible for the success of a family to dissipate in a matter of a generation or two. In fact, more than two-thirds of wealthy families eventually fall victim to the longstanding proverb shirtsleeves to shirtsleeves in three generations.
Unheritage
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Author : Tom Conway
language : en
Publisher: Family Brand Press
Release Date : 2014-06-10
Unheritage written by Tom Conway and has been published by Family Brand Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-06-10 with categories.
Revealed! Why 90% of wealthy families fail to create a positive legacy. This book, written by legacy planning experts, helps high-net-worth families and their advocates go beyond the inadequacies of all the best legal documents. Quality relationships - not quantity of dollars - ultimately define quality of life. Estate planning needs an extreme makeover. Growing recognition of this has led to a change in emphasis. Words like "heritage" and "legacy" have become commonplace in the wealth-transfer industry. Occasionally they signal a meaningful change in approach; sometimes they just amount to a new name on an old process. Unfortunately, the old process, despite the best wills and trusts in the world, cannot survive eleven pitfalls. 1. Unidentified family values 2. Generational disconnect 3. Husband/wife disconnect 4. Lack of next-generation leadership 5. Wayward child 6. Indecision leads to inaction 7. Lack of a succession plan 8. Misunderstanding how to treat heirs - equally or uniquely 9. Lack of beneficial modeling 10. Lack of generosity 11. Undeveloped family story There is a better way. Form should not dictate function. Accounting and legal procedures to preserve financial capital should not dictate the human outcomes you want to achieve. Good legacy planning puts the human outcomes first, because quality relationships - not quantity of dollars - ultimately define quality of life. Protect your heirs AND your assets. Discover your family brand equity by focusing on three neglected areas that deliver invaluable returns: * Family values * Family virtues * Family story
Family Wealth Management
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Author : Mark Haynes Daniell
language : en
Publisher: John Wiley & Sons
Release Date : 2013-11-18
Family Wealth Management written by Mark Haynes Daniell and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-11-18 with Business & Economics categories.
Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times Family Wealth Management is coauthored by two experts in the field of private wealth - one, a former director of Bain & Company and the chairman of two of the world's largest family trusts, and the other, a CEO of a leading global family office and professor of finance from University of Toronto. The book introduces you to a unique model of wealth management that produces the desired return outcomes while being consistent with a family's overarching goals and values. The approach combines the best traditional investment and portfolio management practices with innovative new approaches designed to successfully navigate through economic climates both fair and foul. While the authors address the critical "hard" issues of asset management, they also emphasize important "soft" issues of working with families to ensure that actions are congruent with objectives, in alignment with family governance principles and designed to help sustain and grow family wealth over multiple generations. The authors provide clear guidance on how to master each component. How to establish clear family vision, values, and goals as a critical foundation to a sound wealth management strategy How to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environments How to set a long-term family wealth strategy and define an asset allocation model that will produce the desired results How to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family’s circumstance How to effectively monitor performance and respond to the need for change How to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period ahead How to successfully engage and educate the family to preserve and enhance the family’s financial wealth and human capital over the generations
Preserving True Family Wealth In Challenging Times
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Author : Mark Haynes Daniell
language : en
Publisher:
Release Date : 2023-12-29
Preserving True Family Wealth In Challenging Times written by Mark Haynes Daniell and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-12-29 with categories.
Preserving True Family Wealth in Challenging Times is the successor to Family Legacy and Leadership, a highly acclaimed wealth management book. Like its predecessor, this book looks at the essential challenges and practical approaches legacy families and their leaders can take to ensure that all aspects of their greater family enterprise -- family, business, philanthropy and other initiatives -- work well now and for long into the future.The book begins with an understanding that true family wealth includes, but also goes well beyond, financial assets. It discusses in detail topics such as family unity, harmony and security, a clear statement of purpose, vision and values, effective family governance, leadership and succession, and full consideration of the challenges and opportunities for the journey across different generations, between branches and for individual family members. Real world examples and practical approaches are set out for the reader's review and potential application. Focusing on both human and commercial aspects of legacy families, the book aims to provide guidance and proven approaches to the non-commercial aspects of wealthy families and their potential long-term success, reflecting an understanding that the families that are most likely to prosper long into the future address both the commercial and non-commercial aspects of family and family sustainability in equal measure.Drawing from many decades working with leading families around the world who have understood and mastered many of the most important challenges families face today, the two authors bring their collective expertise and experience to all families and their leaders who aspire to create the best possible future for their own families in these challenging times.