Complete Family Wealth: Wealth as Well-Being
暫譯: 完整的家庭財富:財富與福祉

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

  • 出版商: Bloomberg Press
  • 出版日期: 2022-01-12
  • 售價: $1,650
  • 貴賓價: 9.5$1,568
  • 語言: 英文
  • 頁數: 224
  • 裝訂: Hardcover - also called cloth, retail trade, or trade
  • ISBN: 1119820030
  • ISBN-13: 9781119820031
  • 相關分類: 投資理財 Investment
  • 無法訂購

相關主題

商品描述

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.

商品描述(中文翻譯)

高淨值家庭如何管理其質性和財務財富的入門指南

這本基礎著作的第二版,完整家庭財富:財富即福祉,提供了經過驗證的工具和最佳實踐,供有能力的家庭在未來長期成熟、維護和管理個人及遺產財富。這本書分為三個部分:'什麼'——家庭、財富和企業的定義;'誰'——對家庭企業繁榮至關重要的人物;以及'如何'——家庭可以用來增強和增長家庭財富的具體實踐。

這部作品的第二版將家庭成員的健康和福祉置於書中每個細節的最前沿。這一重點的自然產物是對財富社會複雜性的認識增加,這在近年來愈發突出,這裡的專家作者團隊探討了私人財富對公共利益的責任。此外,完整家庭財富的第二版為讀者提供了:


  • 一個關於'重大揭示'的新章節,建議如何鼓勵對當前或未來財富的積極、肯定的接受

  • 一個關於保護心愛的家庭度假屋的附加章節

  • 兩個新的附錄:'受託人課程大綱',專注於增強受託人和受益人的教育;以及'家庭在困難時期的關鍵實踐',這是對疫情的回應,但對所有家庭在艱難時期都具有相關性

  • 使這些實踐對各種財富範疇的廣泛受眾可及的範例。

在第一版中塑造了家庭及其顧問所使用的語言後,完整家庭財富的第二版是高淨值家庭及其財務顧問的必讀書籍。它對家族辦公室、基金經理以及私人投資者也將具有吸引力。

作者簡介

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.

作者簡介(中文翻譯)

**詹姆斯·E·休斯(JAMES E. HUGHES, JR.)** 是一位退休律師,也是幾本關於真實家族財富動態保存的書籍的作者或合著者,包括《家族財富:保持在家族內部(Family Wealth: Keeping It In The Family)》、《家族:世代之間的契約(Family: The Compact Among Generations)》以及《贈與的循環:家族財富與智慧(Cycle of the Gift: Family Wealth & Wisdom)》。

**蘇珊·E·馬森齊奧(SUSAN E. MASSENZIO, PHD)** 是一位心理學家,也是Wise Counsel Research的共同創辦人,這是一個智庫和顧問公司。她在為高層主管提供諮詢方面擁有豐富的經驗,幫助領導者制定有效的接班計劃。

**基思·惠特克(KEITH WHITAKER, PHD)** 是一位教育工作者,也是Wise Counsel Research的共同創辦人。他在為企業家族的領導者提供諮詢方面擁有豐富的經驗,幫助計劃接班、培養下一代人才以及進行遺產規劃的溝通。