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Author: E. G. Link
Publisher:
Published: 1999-09
Total Pages: 418
ISBN-13: 9780967402307
DOWNLOAD EBOOKDownload or read book Family Wealth Counseling written by E. G. Link and published by . This book was released on 1999-09 with total page 418 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Wealth Counseling written by and published by Barbara Blouin. This book was released on with total page 22 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author: Courtney Pullen
Publisher: CreateSpace
Published: 2013-10
Total Pages: 204
ISBN-13: 9781492932949
DOWNLOAD EBOOK"From shirt sleeves to shirt sleeves in three generations." Modern research confirms the truth of this adage; some 90% of affluent families lose their wealth by the end of the third generation. The true tragedy is that, as the wealth dissolves, so does the family. Members often end up disconnected and embroiled in conflict. The result is harm to the families, to their communities, and to the larger culture. The crucial question this book addresses is: What are the other 10% doing? How do families achieve success and prosperity, enjoy the fruits of that success, and pass on a legacy of financial and emotional health? What's the secret to ensuring the American Dream doesn't turn into the American Nightmare? For many families, the answer is intentionality. Flourishing families consciously work to create legacies of stewardship, values, and balance. Intentional Wealth shares some of the strategies these thriving families use to help all their members build healthy, empowered relationships with money. Intentional Wealth is about what works. It is a valuable guide for any family wanting to go from shirt sleeves to success, generation after generation.
Download or read book Intentional Wealth written by Courtney Pullen and published by CreateSpace. This book was released on 2013-10 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt: "From shirt sleeves to shirt sleeves in three generations." Modern research confirms the truth of this adage; some 90% of affluent families lose their wealth by the end of the third generation. The true tragedy is that, as the wealth dissolves, so does the family. Members often end up disconnected and embroiled in conflict. The result is harm to the families, to their communities, and to the larger culture. The crucial question this book addresses is: What are the other 10% doing? How do families achieve success and prosperity, enjoy the fruits of that success, and pass on a legacy of financial and emotional health? What's the secret to ensuring the American Dream doesn't turn into the American Nightmare? For many families, the answer is intentionality. Flourishing families consciously work to create legacies of stewardship, values, and balance. Intentional Wealth shares some of the strategies these thriving families use to help all their members build healthy, empowered relationships with money. Intentional Wealth is about what works. It is a valuable guide for any family wanting to go from shirt sleeves to success, generation after generation.
Author: Mark Haynes Daniell
Publisher: John Wiley & Sons
Published: 2013-08-05
Total Pages: 480
ISBN-13: 0470829087
DOWNLOAD EBOOKIntroducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times Family Wealth Management is coauthored by two experts in the field of private wealth - one, a former director of Bain & Company and the chairman of two of the world's largest family trusts, and the other, a CEO of a leading global family office and professor of finance from University of Toronto. The book introduces you to a unique model of wealth management that produces the desired return outcomes while being consistent with a family's overarching goals and values. The approach combines the best traditional investment and portfolio management practices with innovative new approaches designed to successfully navigate through economic climates both fair and foul. While the authors address the critical "hard" issues of asset management, they also emphasize important "soft" issues of working with families to ensure that actions are congruent with objectives, in alignment with family governance principles and designed to help sustain and grow family wealth over multiple generations. The authors provide clear guidance on how to master each component. How to establish clear family vision, values, and goals as a critical foundation to a sound wealth management strategy How to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environments How to set a long-term family wealth strategy and define an asset allocation model that will produce the desired results How to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family’s circumstance How to effectively monitor performance and respond to the need for change How to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period ahead How to successfully engage and educate the family to preserve and enhance the family’s financial wealth and human capital over the generations
Download or read book Family Wealth Management written by Mark Haynes Daniell and published by John Wiley & Sons. This book was released on 2013-08-05 with total page 480 pages. Available in PDF, EPUB and Kindle. Book excerpt: Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times Family Wealth Management is coauthored by two experts in the field of private wealth - one, a former director of Bain & Company and the chairman of two of the world's largest family trusts, and the other, a CEO of a leading global family office and professor of finance from University of Toronto. The book introduces you to a unique model of wealth management that produces the desired return outcomes while being consistent with a family's overarching goals and values. The approach combines the best traditional investment and portfolio management practices with innovative new approaches designed to successfully navigate through economic climates both fair and foul. While the authors address the critical "hard" issues of asset management, they also emphasize important "soft" issues of working with families to ensure that actions are congruent with objectives, in alignment with family governance principles and designed to help sustain and grow family wealth over multiple generations. The authors provide clear guidance on how to master each component. How to establish clear family vision, values, and goals as a critical foundation to a sound wealth management strategy How to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environments How to set a long-term family wealth strategy and define an asset allocation model that will produce the desired results How to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family’s circumstance How to effectively monitor performance and respond to the need for change How to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period ahead How to successfully engage and educate the family to preserve and enhance the family’s financial wealth and human capital over the generations
Author: James E. Hughes, Jr.
Publisher: John Wiley & Sons
Published: 2017-11-20
Total Pages: 53
ISBN-13: 1119453216
DOWNLOAD EBOOKWhat matters most in managing the family enterprise Complete Family Wealth is a comprehensive resource for growing, maintaining, and managing wealth across generations. A successor to the classic Family Wealth, now in its 20th year, this book provides updated and expanded guidance to change the way you think about your wealth and legacy. This team of expert authors—who brought the field not only Family Wealth but also Family the Compact, The Cycle of the Gift, The Voice of the Rising Generation, and Family Trusts—ground Complete Family Wealth in a clear account of the “five capitals”: human, intellectual, social, spiritual, and financial. The discussion covers the “what,” “who,” and “how” of family wealth management in clearly-delineated chapters that allow you to dip in as needed, from the principles of family enterprise to family governance, philanthropy, and more. Each family member plays a distinct role, and by exploring each member’s responsibilities in terms of the family enterprise, this book provides insights and ideas for real-world families struggling with all-too-common challenges. Growth-oriented practices today lead to generations of family flourishing in the future. This book provides the answers you need along with guidance and strategy for keeping your family’s complete wealth intact. Understand the five forms of capital that comprise “complete family wealth” Explore the roles of each family member in helping the family enterprise flourish Learn how friends, trustees, and advisors contribute to family wealth management Adopt specific practices that help families grow their complete wealth and ensure its survival through generations Family wealth can sometimes feel like more of a burden than a blessing. Developing the right understanding, character, and structures can improve family enterprise management and protect all your family’s capital from whatever the world throws your way. Complete Family Wealth is a one-stop reference for ensuring a positive legacy for future generations.
Download or read book Complete Family Wealth written by James E. Hughes, Jr. and published by John Wiley & Sons. This book was released on 2017-11-20 with total page 53 pages. Available in PDF, EPUB and Kindle. Book excerpt: What matters most in managing the family enterprise Complete Family Wealth is a comprehensive resource for growing, maintaining, and managing wealth across generations. A successor to the classic Family Wealth, now in its 20th year, this book provides updated and expanded guidance to change the way you think about your wealth and legacy. This team of expert authors—who brought the field not only Family Wealth but also Family the Compact, The Cycle of the Gift, The Voice of the Rising Generation, and Family Trusts—ground Complete Family Wealth in a clear account of the “five capitals”: human, intellectual, social, spiritual, and financial. The discussion covers the “what,” “who,” and “how” of family wealth management in clearly-delineated chapters that allow you to dip in as needed, from the principles of family enterprise to family governance, philanthropy, and more. Each family member plays a distinct role, and by exploring each member’s responsibilities in terms of the family enterprise, this book provides insights and ideas for real-world families struggling with all-too-common challenges. Growth-oriented practices today lead to generations of family flourishing in the future. This book provides the answers you need along with guidance and strategy for keeping your family’s complete wealth intact. Understand the five forms of capital that comprise “complete family wealth” Explore the roles of each family member in helping the family enterprise flourish Learn how friends, trustees, and advisors contribute to family wealth management Adopt specific practices that help families grow their complete wealth and ensure its survival through generations Family wealth can sometimes feel like more of a burden than a blessing. Developing the right understanding, character, and structures can improve family enterprise management and protect all your family’s capital from whatever the world throws your way. Complete Family Wealth is a one-stop reference for ensuring a positive legacy for future generations.
Author: Bradley T. Klontz
Publisher: Springer
Published: 2014-09-10
Total Pages: 381
ISBN-13: 3319082698
DOWNLOAD EBOOKMoney-related stress dates as far back as concepts of money itself. Formerly it may have waxed and waned in tune with the economy, but today more individuals are experiencing financial mental anguish and self-destructive behavior regardless of bull or bear markets, recessions or boom periods. From a fringe area of psychology, financial therapy has emerged to meet increasingly salient concerns. Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs ("money scripts") that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advise on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them: Cognitive-behavioral and solution-focused therapies. Collaborative relationship models. Experiential approaches. Psychodynamic financial therapy. Feminist and humanistic approaches. Stages of change and motivational interviewing in financial therapy. A text that serves to introduce and define the field as well as plan for its future, Financial Therapy is an important investment for professionals in psychotherapy and counseling, family therapy, financial planning, and social policy.
Download or read book Financial Therapy written by Bradley T. Klontz and published by Springer. This book was released on 2014-09-10 with total page 381 pages. Available in PDF, EPUB and Kindle. Book excerpt: Money-related stress dates as far back as concepts of money itself. Formerly it may have waxed and waned in tune with the economy, but today more individuals are experiencing financial mental anguish and self-destructive behavior regardless of bull or bear markets, recessions or boom periods. From a fringe area of psychology, financial therapy has emerged to meet increasingly salient concerns. Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs ("money scripts") that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advise on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them: Cognitive-behavioral and solution-focused therapies. Collaborative relationship models. Experiential approaches. Psychodynamic financial therapy. Feminist and humanistic approaches. Stages of change and motivational interviewing in financial therapy. A text that serves to introduce and define the field as well as plan for its future, Financial Therapy is an important investment for professionals in psychotherapy and counseling, family therapy, financial planning, and social policy.
Author: Michael A. Cole
Publisher: John Wiley & Sons
Published: 2017-04-17
Total Pages: 198
ISBN-13: 1119264707
DOWNLOAD EBOOKA new, more comprehensive approach to long-term family wealth management More Than Money provides a high-level, integrated approach to preserving both financial resources and family harmony. Research has shown a failure rate of 70 percent in long-term multigenerational wealth management, and contrary to popular assumption, only five percent of that failure is due to bad investment, poor tax planning, or inadequate performance by legal and financial advisors. The number-one reason family wealth management fails is the family itself; poor communication, lack of trust, divergent visions, and a failure to prepare succeeding generations will tear down the resources the family has worked so hard to build. Traditional wealth management cannot fix this. Instead, this book offers a fresh approach that integrates strategic and tactical wealth management to align the family’s assets with the family members. With helpful tools and advice drawn from a real-world understanding of family complexities, you’ll improve your ability to preserve your family’s resources over multiple generations. With an expert’s perspective on the real forces behind successful family wealth management, this book provides a clear model and a practical roadmap for long-term financial preservation. Develop a shared family vision and mission Improve communication and trust among members Merge strategic and tactical planning Ensure the longevity of your family’s wealth The wealth management sphere tends to focus on taxes, investments, banking, and estate planning, but little thought is given to the people themselves—this overlooks the fact that individual family members are the most critical factor in multigenerational wealth management, and fails to provide solutions. More Than Money merges traditional strategies with family dynamics, communication, governance, and preparation to help your resources last for generations to come.
Download or read book More Than Money written by Michael A. Cole and published by John Wiley & Sons. This book was released on 2017-04-17 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt: A new, more comprehensive approach to long-term family wealth management More Than Money provides a high-level, integrated approach to preserving both financial resources and family harmony. Research has shown a failure rate of 70 percent in long-term multigenerational wealth management, and contrary to popular assumption, only five percent of that failure is due to bad investment, poor tax planning, or inadequate performance by legal and financial advisors. The number-one reason family wealth management fails is the family itself; poor communication, lack of trust, divergent visions, and a failure to prepare succeeding generations will tear down the resources the family has worked so hard to build. Traditional wealth management cannot fix this. Instead, this book offers a fresh approach that integrates strategic and tactical wealth management to align the family’s assets with the family members. With helpful tools and advice drawn from a real-world understanding of family complexities, you’ll improve your ability to preserve your family’s resources over multiple generations. With an expert’s perspective on the real forces behind successful family wealth management, this book provides a clear model and a practical roadmap for long-term financial preservation. Develop a shared family vision and mission Improve communication and trust among members Merge strategic and tactical planning Ensure the longevity of your family’s wealth The wealth management sphere tends to focus on taxes, investments, banking, and estate planning, but little thought is given to the people themselves—this overlooks the fact that individual family members are the most critical factor in multigenerational wealth management, and fails to provide solutions. More Than Money merges traditional strategies with family dynamics, communication, governance, and preparation to help your resources last for generations to come.
Author: E. G. Link
Publisher: Xulon Press
Published: 2009-07
Total Pages: 120
ISBN-13: 1615790179
DOWNLOAD EBOOK"On page 27 Jay states, 'The more prosperous people become the fewer close and intimate relationships they will have.' He is not the author that backs up everything with journal articles and research so it is a statement in a vacuum but it is very true. The other chapters are very good and poignant to the struggle wealthy Christians face. Chapter one is an overview, 'Should I build bigger barns?' The parable in Luke 12 is unpacked very well. You'd think he was a preacher. Chapter 3 talks about trust and he hints that in his estate planning issues he gives away more to charities than IRS or even children. But I echo that idea as well. Kids who inherit money often blow it. But in chapter 4 or dilemma 4 he talks about more detail in handling this transition. So it appears that the sample on page 39 is not what he recommends to everyone. Chapter four quotes Warren Buffet, 'I want to give my children enough of an inheritance that they feel like they can do anything, but not so much of an inheritance that they may choose to do nothing.' I love that quote! And that type of thought really seems to resonate well with Mr. Link also. The last collection of dilemmas 7, 8, 9 and 10 are about giving. Jay's thoughts here are right in line with National Christian Foundation ... The Gathering and Generous Giving Organizations"--Amazon.com.
Download or read book To Whom Much Is Given written by E. G. Link and published by Xulon Press. This book was released on 2009-07 with total page 120 pages. Available in PDF, EPUB and Kindle. Book excerpt: "On page 27 Jay states, 'The more prosperous people become the fewer close and intimate relationships they will have.' He is not the author that backs up everything with journal articles and research so it is a statement in a vacuum but it is very true. The other chapters are very good and poignant to the struggle wealthy Christians face. Chapter one is an overview, 'Should I build bigger barns?' The parable in Luke 12 is unpacked very well. You'd think he was a preacher. Chapter 3 talks about trust and he hints that in his estate planning issues he gives away more to charities than IRS or even children. But I echo that idea as well. Kids who inherit money often blow it. But in chapter 4 or dilemma 4 he talks about more detail in handling this transition. So it appears that the sample on page 39 is not what he recommends to everyone. Chapter four quotes Warren Buffet, 'I want to give my children enough of an inheritance that they feel like they can do anything, but not so much of an inheritance that they may choose to do nothing.' I love that quote! And that type of thought really seems to resonate well with Mr. Link also. The last collection of dilemmas 7, 8, 9 and 10 are about giving. Jay's thoughts here are right in line with National Christian Foundation ... The Gathering and Generous Giving Organizations"--Amazon.com.
Author: Tom McCullough
Publisher: John Wiley & Sons
Published: 2022-08-31
Total Pages: 471
ISBN-13: 111982771X
DOWNLOAD EBOOKDiscover practical tools and strategies for helping wealthy families retain and grow wealth In Top Practices Wealthy Families and Their Advisors, 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. The 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. The book shows readers how to: Identify the factors that matter the most when it comes to retaining and growing family wealth Plan thoughtfully, invest wisely, and raise the next generation Share their decision making prudently and carefully combine family and business Incorporate charitable giving into an overall wealth strategy and seek sound advice Perfect for family wealth advisors, financial planners, and private bankers, Top Practices for Wealthy Families and Their Advisors is also an indispensable resource for managers of family trusts seeking to protect and advise their clients.
Download or read book Wealth of Wisdom written by Tom McCullough and published by John Wiley & Sons. This book was released on 2022-08-31 with total page 471 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover practical tools and strategies for helping wealthy families retain and grow wealth In Top Practices Wealthy Families and Their Advisors, 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. The 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. The book shows readers how to: Identify the factors that matter the most when it comes to retaining and growing family wealth Plan thoughtfully, invest wisely, and raise the next generation Share their decision making prudently and carefully combine family and business Incorporate charitable giving into an overall wealth strategy and seek sound advice Perfect for family wealth advisors, financial planners, and private bankers, Top Practices for Wealthy Families and Their Advisors is also an indispensable resource for managers of family trusts seeking to protect and advise their clients.
Author: Jon L. Winek
Publisher: SAGE Publications
Published: 2009-07-27
Total Pages: 448
ISBN-13: 1483362051
DOWNLOAD EBOOKNo other available text offers such a hands-on approach to marriage and family therapy theory. At the core of Systemic Family Therapy are comprehensive sections devoted to each developmental phase of the family therapy movement. With clear descriptions and session-by-session case examples, the author explores specific approaches within each of these phases. With this pragmatic tenor, students will gain a clear and in-depth understanding of how family theory concepts relate to practice–as well as ways those concepts interact with each other. Key Features Uses specific examples and session-by-session case studies to illustrate how theoretical construct actually work in practice Outlines the shifts in thinking of the family therapy field–from modern to postmodern Uses rich graphic representations and straightforward tables to illustrate key theoretical concepts Incorporates compelling questions and learning exercises that will lead to dynamic class discussions Intended Audience A refreshing departure from traditional instruction of family therapy theory, this core textbook is an excellent resource for upper-level undergraduate and graduate students of family therapy, counseling, social work, and family studies.
Download or read book Systemic Family Therapy written by Jon L. Winek and published by SAGE Publications. This book was released on 2009-07-27 with total page 448 pages. Available in PDF, EPUB and Kindle. Book excerpt: No other available text offers such a hands-on approach to marriage and family therapy theory. At the core of Systemic Family Therapy are comprehensive sections devoted to each developmental phase of the family therapy movement. With clear descriptions and session-by-session case examples, the author explores specific approaches within each of these phases. With this pragmatic tenor, students will gain a clear and in-depth understanding of how family theory concepts relate to practice–as well as ways those concepts interact with each other. Key Features Uses specific examples and session-by-session case studies to illustrate how theoretical construct actually work in practice Outlines the shifts in thinking of the family therapy field–from modern to postmodern Uses rich graphic representations and straightforward tables to illustrate key theoretical concepts Incorporates compelling questions and learning exercises that will lead to dynamic class discussions Intended Audience A refreshing departure from traditional instruction of family therapy theory, this core textbook is an excellent resource for upper-level undergraduate and graduate students of family therapy, counseling, social work, and family studies.
