Description
Book Synopsis: 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.
Details
Are you a part of a family of high net worth? Do you want to ensure that your family's wealth is managed and maintained for generations to come? Look no further than Complete Family Wealth: Wealth as Well-Being, the authoritative guide that provides proven tools and best practices for families of means. With its second edition, this foundational work goes above and beyond to prioritize the health and well-being of individual family members, addressing the social complexities of wealth and the responsibility of private wealth to the public good. Get your copy now and take control of your family's legacy.
In this new edition, you'll find valuable insights and strategies to navigate the challenges that come with wealth, such as the "big reveal" and preserving beloved family vacation homes. Whether you're just starting to build your family enterprise or looking for ways to enhance and grow your existing wealth, Complete Family Wealth has you covered. The authors, a team of experts in the field, have carefully designed this book to be accessible and applicable to families across the wealth spectrum, making it an invaluable resource for families of high net worth.
Complete Family Wealth's second edition also aims to equip trustees and beneficiaries with the necessary knowledge and skills. It includes a dedicated chapter on enhancing trustee and beneficiary education, along with key practices for families to navigate challenging times, including those brought on by the pandemic. By investing in your family's financial education and well-being, you are setting the stage for a prosperous future that benefits not only your family but also society as a whole. Don't miss out on this essential reading!
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