Contents

Introduction

1. Why Succession Plans Fail

2. Family Bank Basics

3. Your Family’s Shared Values

4. Your Family’s Shared Vision Statement

5. Your Family’s Human and Intellectual Assets

6. Assessing Your Family’s Financial Assets

7. A Common Hot Button

8. Trusts

9. Philanthropy

10. Family Bank Governance

11. A Template for Implementing the Family Bank

12. Selecting Family Bank Advisors

Conclusion

Bibliography

Acknowledgments

Index

Copyright