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Family wealth: keeping it in the family : how family members and their advisers preserve human, intellectual, and financial assets for generations
2004, Bloomberg Press
in English
- Rev. and expanded ed.
157660151X 9781576601518
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Book Details
Table of Contents
Long-term wealth preservation as a question of family governance
The family mission statement
Ritual
The family balance sheet and family income statement
Investor allocation
Two important practices
The family bank
Protectors, advisors, mentors, and hommes d'affaires
Control without ownership
Beneficiaries
Trustees
Family philanthropy
Evaluation of the next generation
Peer review
The private trust company
The role of aunts and uncles
The art and practice of mentorship
The role of elders
The trustee as regent
Unexpected consequences of a perpetual trust.
Edition Notes
Includes bibliographical references (p. 211-217) and index.
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