{"product_id":"wealth-of-wisdom-top-practices-for-wealthy-families-and-their-advisors-hardback-9781119827702","title":"Wealth of Wisdom; Top Practices for Wealthy Families and Their Advisors (Hardback) 9781119827702","description":"\u003cfont face=\"Georgia\"\u003e\r\n\u003cp\u003e\u003cfont size=\"6\"\u003eWealth of Wisdom\u003c\/font\u003e\u003cbr\u003e\r\n\u003cfont size=\"5\"\u003eTop Practices for Wealthy Families and Their Advisors\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\u003cp\u003e\u003cfont size=\"4\"\u003eTom McCullough (Author), Keith Whitaker (Author)\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e9781119827702, Wiley\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eHardback, published 1 September 2022\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e464 pages\u003cbr\u003e25.9 x 18.5 x 3 cm, 1.111 kg\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\r\n\u003cp align=\"justify\"\u003e\u003cstrong\u003e\u003cfont size=\"3\"\u003e\u003cp\u003e\u003cb\u003eDiscover practical tools and strategies for helping wealthy families retain and grow wealth \u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eIn \u003ci\u003eTop Practices Wealthy Families and Their Advisors\u003c\/i\u003e, accomplished family wealth experts Tom McCullough and Keith Whitaker deliver a comprehensive collection of practical activities that members of wealthy families can undertake to ensure their continued success and development.\u003c\/p\u003e \u003cp\u003eThe book contains over 50 chapters, each highlighting a practical tool, exercise, or activity that can be applied by advisors or family members themselves. Each chapter is written by a recognized expert in the field who has used the highlighted tool, exercise, or activity over many years with great success.\u003c\/p\u003e \u003cp\u003eThe book shows readers how to:\u003c\/p\u003e \u003cul\u003e \u003cli\u003eIdentify the factors that matter the most when it comes to retaining and growing family wealth\u003c\/li\u003e \u003cli\u003ePlan thoughtfully, invest wisely, and raise the next generation\u003c\/li\u003e \u003cli\u003eShare their decision making prudently and carefully combine family and business\u003c\/li\u003e \u003cli\u003eIncorporate charitable giving into an overall wealth strategy and seek sound advice\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003ePerfect for family wealth advisors, financial planners, and private bankers, \u003ci\u003eTop Practices for Wealthy Families and Their Advisors\u003c\/i\u003e is also an indispensable resource for managers of family trusts seeking to protect and advise their clients.\u003c\/p\u003e\u003c\/font\u003e\u003c\/strong\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e\u003cp\u003eForeword xiii\u003cbr\u003e \u003ci\u003eJames E. Hughes, Jr.\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eAcknowledgments xv\u003c\/p\u003e \u003cp\u003eIntroduction xvii\u003c\/p\u003e \u003cp\u003eAssessing Your Family’s True Needs xxi\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 1 Thinking Through What Matters Most 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 1 Four Profound Questions for Families 3\u003cbr\u003e \u003ci\u003eEllen Miley Perry\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 2 Identifying Actionable Values for Family and Enterprise 7\u003cbr\u003e \u003ci\u003eDoug Baumoel and Blair Trippe\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 3 Values That Matter 13\u003cbr\u003e \u003ci\u003eSharna Goldseker and Danielle Oristian York\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 4 A Framework for Family Wealth and Well-Being 19\u003cbr\u003e \u003ci\u003eRichard Franklin and Claudia Tordini\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 5 Understanding Identity and Social Power 27\u003cbr\u003e \u003ci\u003eKofi Hope and Zahra Ebrahim\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 6 Tapping Character Strengths to Move Families Forward 33\u003cbr\u003e \u003ci\u003eKristin Keffeler\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 7 Using the Ikigai Model to Foster a Legacy of Meaningful Engagement 39\u003cbr\u003e \u003ci\u003eDon Opatrny and Keith Michaelson\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 8 Stages of Wealth Integration 45\u003cbr\u003e \u003ci\u003eCourtney Pullen\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 9 Learning from Your Money History and Writing a New Story 51\u003cbr\u003e \u003ci\u003eJill Shipley\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 10 Envisioning the Future 59\u003cbr\u003e \u003ci\u003eJamie Traeger-Muney\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 2 Becoming a Learning Family 67\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 11 Benchmarking Your Family Against Successful Global Families 69\u003cbr\u003e \u003ci\u003eDennis Jaffe\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 12 Understanding the True Goals of Wealth Preparation 75\u003cbr\u003e \u003ci\u003eJames Grubman\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 13 Advancing Flourishing: A 10x10 Learning Roadmap 81\u003cbr\u003e \u003ci\u003eStacy Allred, Joan DiFuria, and Stephen Goldbart\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 14 Finding What’s Next for Your Family 97\u003cbr\u003e \u003ci\u003eBarton Parrott\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 15 Creating Impactful Learning Programs for Families 103\u003cbr\u003e \u003ci\u003eGreg Burrows and Ruth Steverlynck\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 16 Developing a Family Wealth Education Plan 111\u003cbr\u003e \u003ci\u003eKirby Rosplock\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 17 Practical Tools for Building Healthy Families 119\u003cbr\u003e \u003ci\u003eChristian Stewart\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 3 Planning Thoughtfully 127\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 18 Expressing Purpose in Your Trusts 129\u003cbr\u003e \u003ci\u003eJohn A. Warnick\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 19 Managing a Shared Family Property 137\u003cbr\u003e \u003ci\u003eJamie Forbes\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 20 Creating a Family Bank 143\u003cbr\u003e \u003ci\u003eJames E. Hughes, Jr.\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 21 Undertaking a Family Risk Assessment 147\u003cbr\u003e \u003ci\u003eLinda Bourn\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 22 Is Your Infrastructure Resilient? 155\u003cbr\u003e \u003ci\u003eNatasha Pearl\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 23 Creating a Family Owner’s Manual 161\u003cbr\u003e \u003ci\u003eJosh Kanter\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 24 Family Behavioral Health Wellness Assessment 167\u003cbr\u003e \u003ci\u003eArden O’Connor\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 25 Building a Smart Aging Plan 173\u003cbr\u003e \u003ci\u003eSusan Hyatt\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 26 Managing the Risk of Diminished Capacity 179\u003cbr\u003e \u003ci\u003ePatricia Annino\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 27 Creating an Ethical Will 189\u003cbr\u003e \u003ci\u003eScotty McLennan\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 4 Investing Wisely 197\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 28 Monitoring Financial Capital with the “Four Horsemen” Graph 199\u003cbr\u003e \u003ci\u003eScott Peppet\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 29 Keeping Goals in the Spotlight with Capital Sufficiency Analysis 203\u003cbr\u003e \u003ci\u003eJoe Calabrese\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 30 Constructing an Investment Portfolio to Support Family Goals 209\u003cbr\u003e \u003ci\u003eJean Brunel and Voyt Krzychylkiewicz\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 31 Investment Education for Family Members 219\u003cbr\u003e \u003ci\u003eJim Garland\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 5 Seeking Sound Advice 225\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 32 Assessing Your Family’s Financial and Family Management Needs 227\u003cbr\u003e \u003ci\u003eScott Hayman and Tom McCullough\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 33 Finding an Advisor Who Will Help Your Family Thrive for Generations 235\u003cbr\u003e \u003ci\u003eKathy Lintz and Ned Rollhaus\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 34 Choosing Trustees with Care and Wisdom 241\u003cbr\u003e \u003ci\u003eKim Kamin\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 35 Assessing Your Readiness for a (Family Enterprise) Leadership Coach 251\u003cbr\u003e \u003ci\u003eGreg McCann\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 36 Understanding Advisors’ Fees 255\u003cbr\u003e \u003ci\u003eMark Pletts\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 6 Raising the Rising Generation 261\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 37 Balancing Entitlement and Responsibility in Children’s Birthdays 263\u003cbr\u003e \u003ci\u003eJoline Godfrey\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 38 A Ritual to Send Children off to College 269\u003cbr\u003e \u003ci\u003eAndrew Doust\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 39 Developmental Life Lessons for Grandchildren 277\u003cbr\u003e \u003ci\u003eWilliam (Bo) and Suzanne Huhn\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 40 Deciding If You Should Join the Family Business 281\u003cbr\u003e \u003ci\u003eJosh Baron and Rob Lachenauer\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 41 How Can You Ensure the Success of Your Successors? 287\u003cbr\u003e \u003ci\u003eDean Fowler\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 42 The Intergenerational Dialogue 295\u003cbr\u003e \u003ci\u003eSusan Massenzio\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 7 Navigating Family Dynamics 299\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 43 A Three-Step Process for Enhanced Communication 301\u003cbr\u003e \u003ci\u003eKeith Whitaker\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 44 Strengthening Your “Family Factor” to Deconstruct Conflict 305\u003cbr\u003e \u003ci\u003eBlair Trippe and Doug Baumoel\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 45 Using Genograms to Understand Family Patterns 311\u003cbr\u003e \u003ci\u003eGuillermo Salazar\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 46 Achieving New Insights and Possibilities through Generative Dialogue 317\u003cbr\u003e \u003ci\u003eMichelle Osry\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 47 How Powerful Are Your Questions? 323\u003cbr\u003e \u003ci\u003eIan McDermott\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 48 Expectations versus Agreements 329\u003cbr\u003e \u003ci\u003eMimi Ramsey and Stephanie Hardwick\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 49 Enhancing Sibling Relationships 335\u003cbr\u003e \u003ci\u003eChristian Stewart\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 50 Gamechanging 343\u003cbr\u003e \u003ci\u003eMatt Wesley\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 8 Making Shared Decisions 349\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 51 Hats Off to You! 351\u003cbr\u003e \u003ci\u003eLee Hausner\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 52 How to Balance Family Stability with Resilience over Generations 355\u003cbr\u003e \u003ci\u003eJames Grubman\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 53 Making Better Decisions by Telling Stories That Have “Already Happened” 359\u003cbr\u003e \u003ci\u003eStacy Allred\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 54 Democratizing Family Decision-Making 365\u003cbr\u003e \u003ci\u003eBarbara Hauser\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 55 Using RACI to Determine Roles and Responsibilities in a Complex Multigenerational Family Enterprise 369\u003cbr\u003e \u003ci\u003eKathryn McCarthy\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 56 Creating Internal Controls and Policy and Procedures for a Family Office 377\u003cbr\u003e \u003ci\u003eEugene Lipitz\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 57 Leading Successful Family Meetings 381\u003cbr\u003e \u003ci\u003eKatherine Grady and Wendy Ulaszek\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 58 Establishing Ground Rules for Family Meetings 387\u003cbr\u003e \u003ci\u003eKeith Whitaker\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 9 Giving Together 391\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 59 Finding a Philanthropic Focus and Integrating the Rising Generation Perspective 393\u003cbr\u003e \u003ci\u003eEtienne Eichenberger, Małgorzata Smulowitz, and Peter Vogel\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 60 Facilitating Grandchild-Grandparent Philanthropy 401\u003cbr\u003e \u003ci\u003eJames E. Hughes, Jr.\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 61 Helping Families Move Up the Philanthropic Curve 405\u003cbr\u003e \u003ci\u003eLeslie Pine\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 62 A Roadmap to Successful Philanthropy 411\u003cbr\u003e \u003ci\u003eSusan Winer\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eConclusion 415\u003c\/p\u003e \u003cp\u003eBios 417\u003c\/p\u003e \u003cp\u003eIndex 419\u003c\/p\u003e\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eSubject Areas: Finance \u0026amp; accounting [\u003ca title=\"See our other books on Finance \u0026amp; accounting\" href=\"https:\/\/freshlyprintedbooks.co.uk\/search?q=%22Finance%20\u0026amp;%20accounting%20%5BKF%5D%22\"\u003eKF\u003c\/a\u003e]\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\u003c\/font\u003e","brand":"Wiley","offers":[{"title":"Brand New","offer_id":52173714948376,"sku":"9781119827702","price":24.56,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0730\/2037\/5320\/files\/9781119827702.jpg?v=1781167834","url":"https:\/\/freshlyprintedbooks.co.uk\/products\/wealth-of-wisdom-top-practices-for-wealthy-families-and-their-advisors-hardback-9781119827702","provider":"Freshly Printed Books","version":"1.0","type":"link"}