The Legacy Family

Written by two experts in the field, will provide readers with a roadmap for detailing how to leave family wealth and more importantly, legacy, intact. Readers will learn a variety of skills, including how to articulate a collective vision and aspiration for the future which can be embraced by all family members nourishing close family bonds.

"A must-read for every financial family." - Sara Hamilton, Founder and CEO, Family Office Exchange

"The encyclopedia of how to keep a family together for at least a hundred years." - Joseph A. Field, Partner, Withers LLP

"The Legacy Familyis an invaluable roadmap for multigenerational families and their advisors. The authors address multigenerational wealth in all dimensions - both human capital as well as financial capital." - Kathryn M. McCarthy, Independent Advisor to Families and Family Offices and former Managing Director, Rockefeller & Co., Inc.

"Silence is golden no longer - especially when it comes to a family with substantial assets. How to deal with conflict, how to find a better way to communicate - this is expressed in down-to-earth language with real solutions as only co-author Lee Hausner, long admired for her candor, can deliver so clearly!" - Charlotte B. Beyer, Founder & CEO, Institute for Private Investors

Autorentext

DOUGLAS K. FREEMAN is chief executive officer of IFF Advisors, Inc. and founder of the law firm, Freeman, Freeman& Smiley, LLP.

DR LEE HAUSNER is president of IFF Advisors, Inc., and served as the senior psychologist for the Beverly Hills Unified School District for 19 years.

Inhalt
Introduction Roadmap to a Legacy Family The Family Constitution Family Communications The Family Meeting Family Governance Family Wealth Planning The Family Bank Family Shared Assets The Family Foundation Financial Competency and Life Skill Training Family Business Succession Handling Conflict The Brain Trust Taking the First Step Appendix: Useful Tools Family Strategic Planning Issues Sample Family Constitution Sample Family Meeting Agenda and Topics Common Feeling Words Family Conflicts in Wealth Planning Issues and Triggers Checklist Sample Family Shared Asset Agreement Comparisons Between Private Foundations and Donor Advised Funds Ten Frequently Asked Questions Regarding Foundation Governance and Management Financial Competency Checklist Reference Books and Reading List