An edition of Family wealth (1997)

Family wealth

keeping it in the family : how family members and their advisers preserve human, intellectual, and financial assets for generations

Rev. and expanded ed.
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Last edited by MARC Bot
October 7, 2025 | History
An edition of Family wealth (1997)

Family wealth

keeping it in the family : how family members and their advisers preserve human, intellectual, and financial assets for generations

Rev. and expanded ed.
  • 6 Want to read
  • 2 Currently reading

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Publish Date
Publisher
Bloomberg Press
Language
English
Pages
226

Previews available in: English

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.

Published in
Princeton

Classifications

Dewey Decimal Class
332.024/016/0973
Library of Congress
KF750.Z9 H827 2004, KF750.Z9H827 2004

The Physical Object

Pagination
xvi, 226 p. ;
Number of pages
226

Edition Identifiers

Open Library
OL3288855M
ISBN 10
157660151X
LCCN
2004001451
OCLC/WorldCat
54206747
LibraryThing
586574
Goodreads
187015

Work Identifiers

Work ID
OL669542W

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