The Legacy Family

The Definitive Guide to Creating a Successful Multigenerational Family

By: D. Freeman, L. Hausner

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Hardcover | 13 January 2010 | Edition Number 1

At a Glance

Hardcover
224 Pages

Dimensions(cm)
23.8 x 16.2 x 2.1

Hardcover

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Though statistics indicate that trillions of dollars will be transferred to the younger generation in the next 50 years, the recipients of that inherited wealth are unlikely to preserve and pass on their inheritance intact. Faced with this prospect, many families today wonder how to successfully transmit to their progeny their own capacity, connections, compassion, and competency that built the original wealth, so that future generations can enjoy these same advantages, and more.

"The Legacy Family," 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, from how to articulate a collective vision for the future that can be embraced by all family members to the importance of creating a process so that future generations can help each member shape their own future, while nourishing their close family bonds.

This is must reading for any family that wishes to ensure that their future generations have a solid foundation on which to build successful lives.

Industry Reviews

"A must-read for every financial family." - Sara Hamilton, Founder and CEO, Family Office Exchange

"The encyclopedia of how to keep a family together for at least a hundred years." - Joseph A. Field, Partner, Withers LLP

"The Legacy Familyis an invaluable roadmap for multigenerational families and their advisors. The authors address multigenerational wealth in all dimensions - both human capital as well as financial capital." - Kathryn M. McCarthy, Independent Advisor to Families and Family Offices and former Managing Director, Rockefeller & Co., Inc.

"Silence is golden no longer - especially when it comes to a family with substantial assets. How to deal with conflict, how to find a better way to communicate - this is expressed in down-to-earth language with real solutions as only co-author Lee Hausner, long admired for her candor, can deliver so clearly!" - Charlotte B. Beyer, Founder & CEO, Institute for Private Investors

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You Can Find This Book In

Non-Fiction Family & Health Relationships & Families: Advice & Issues Self-Help, Personal Development & Practical Advice Personal Finance Accounting & Finance Finance Investment & Securities Law Laws of Specific Jurisdictions Equity & Trusts Corporate Finance

Foreword	p. vii
Acknowledgment	p. xi
Prologue	p. xiii
Introduction The Legacy Family	p. 1
Roadmap to a Legacy Family	p. 9
Family Constitution	p. 17
Family Communications	p. 25
The Family Meeting	p. 39
Family Governance	p. 51
Family Wealth Planning	p. 59
The Family Bank	p. 73
Family Shared Assets	p. 85
The Family Foundation	p. 97
Financial Competency and Life Skills Trainin	p. 113
Family Business Succession	p. 123
Managing Conflict	p. 137
The Brain Trust	p. 153
Taking the First Step	p. 159
Appendix: Useful Tools
Family Strategic Planning Issues	p. 167
Sample Family Constitution	p. 169
Sample Family Meeting Agenda and Topics	p. 177
Common Feeling Words	p. 179
Family Conflicts in Wealth Planning-Issues and Triggers Checklist	p. 181
Sample Family Shared Asset Agreement-Topical Outline of Key Provisions	p. 185
Comparisons between Private Foundations and Donor Advised Funds	p. 187
Ten Frequently Asked Questions Regarding Governance and Management	p. 191
Financial Competency Checklist	p. 195
Reference Books and Reading List	p. 199
Index	p. 203
Table of Contents provided by Ingram. All Rights Reserved.

The Legacy Family

The Definitive Guide to Creating a Successful Multigenerational Family

At a Glance

Hardcover

Industry Reviews

Shipping

How to return your order

Defective items

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