Description
Palgrave The Legacy Family The Definitive Guide to Creating a Successful Multigenerational Family by L. Hausner, D. Freeman
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._x000D_ Table of contents :- _x000D_
Introduction_x000D_
Roadmap to a Legacy Family_x000D_
The Family Constitution_x000D_
Family Communications_x000D_
The Family Meeting_x000D_
Family Governance_x000D_
Family Wealth Planning_x000D_
The Family Bank_x000D_
Family Shared Assets_x000D_
The Family Foundation_x000D_
Financial Competency and Life Skill Training_x000D_
Family Business Succession_x000D_
Handling Conflict_x000D_
The Brain Trust_x000D_
Taking the First Step_x000D_
Appendix: Useful Tools_x000D_
Family Strategic Planning Issues_x000D_
Sample Family Constitution_x000D_
Sample Family Meeting Agenda and Topics_x000D_
Common Feeling Words_x000D_
Family Conflicts in Wealth Planning Issues and Triggers Checklist_x000D_
Sample Family Shared Asset Agreement_x000D_
Comparisons Between Private Foundations and Donor Advised Funds_x000D_
Ten Frequently Asked Questions Regarding Foundation Governance and Management_x000D_
Financial Competency Checklist_x000D_
Reference Books and Reading List_x000D_