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Index
Cover Table of Contents Foreword Acknowledgments Introduction
How Did This Book Begin? Who Are the Contributors? What Are the Questions? How Might You Use This Book? Summary Note
SECTION 1: THINKING THROUGH WHAT MATTERS MOST
CHAPTER 1: Are You Wealthy?
What Is Wealth? Are You Wealthy? What’s the Purpose of Wealth? Additional Resources Biography Notes
CHAPTER 2: What Are the Most Important Factors in Living Well?
Questions for Further Reflection Additional Resources Biography Notes
CHAPTER 3: What Are the Key Considerations in Crafting Your Legacy?
Questions for Further Reflection Additional Resources Biography
CHAPTER 4: What Does Passing on Values to the Next Generation Really Look Like?
Values Are Caught, Not Taught Values Are Different from Beliefs, Preferences, and Choices Leading a Life That Is Consistent with Your Values Is the Greatest Predictor of Happiness Storytelling Is a Powerful Means of Communicating Your Values If the Family Is to Flourish for Multiple Generations, the Attention to Human Capital Should Be as Serious as That to Financial Capital Questions for Further Reflection Additional Resources Biography
CHAPTER 5: How to Think Through Using Resources That Exceed My Personal Needs?
Why Discernment? Wealth Holders Today Your Need for Discernment Abundance of Choice Personal Example Discernment Breaks into the Silence of Wise Choices Liberty and Inspiration Examples of Family Discernment Choose Advisors Who Coach Your Discernment Discernment as Mindful Introspection Questions for Further Reflection Additional Resources Biography
CHAPTER 6: Does Family History Matter?
Questions for Further Reflection Additional Resources Biography
SECTION 2: PLANNING THOUGHTFULLY
Note CHAPTER 7: Is It Worth Having a Financial Plan?
Inputs to the Plan Other Disciplines Implementation Review, Adapt, Adjust When the Plan Is Done Questions for Further Reflection Additional Resources Biography
CHAPTER 8: What Is the Right Balance Between Saving and Spending in Retirement?
Hard to Grasp Our Mental Toolbox Self‐Control Helps Excessive Self‐Control We Spend Less as We Age, and We Die Sooner Than We Hope Spend Here Now Better Warm Than Cold Questions for Consideration Additional Resources Biography
CHAPTER 9: How Do You Start a Family Conversation About Prenuptial Arrangements?
Additional Resources Biography
CHAPTER 10: How Can You Preserve a Beloved Family Vacation Home or Estate?
Things to Consider Throughout the Process Tricky Issues Questions for Further Reflection Additional Resources Biography Note
CHAPTER 11: How Can You Prepare for Longevity and Mental Incapacity Among Family Members?
Sustained Competence Diminished Competence Questions for Further Reflection Additional Resources Biography
CHAPTER 12: How Do You Prepare for a Good Goodbye?
How It Happened Outcomes Why Do This? Questions for Further Reflection Additional Resources Biography
SECTION 3: INVESTING WISELY
CHAPTER 13: How Can You Make Sure Your Portfolio Lines Up with Your Actual Goals?
Questions for Further Reflection Additional Resources Biography
CHAPTER 14: What Return Should You Expect from Your Investments?
Bond Returns Equal Starting Yields What Return Should We Expect from the Stock Market? The Building Blocks of Equity Returns Reversion to the Mean Questions for Further Reflection Additional Resources Other Sources of Capital Market Assumptions Biography Note
CHAPTER 15: What Should Your Asset Allocation Be?
Questions for Further Reflection Additional Resources Biography
CHAPTER 16: Does Investing Have to Be Complicated?
Why Conventional Investing? Overview of Conventional Investing: Simple, Transparent, Focused, and Patient Simple Transparent Focused Patient Some Additional Considerations Problems with Conventional Investing: Fighting Boredom and Emotional Exhaustion The Conventional Investment Framework and the PERSI Portfolio Conventional Investing – Summary Questions for Consideration Additional Resources Biography
CHAPTER 17: How Should You Understand and Deal with Investment Risk?
Questions for Further Reflection Additional Resources Biography
CHAPTER 18: What Is the Most Useful Definition of Risk for Family Investors?
Volatility as a Proxy for Risk Investment Models Investing for Income Primary Sources of Risk How to Reduce Risk One Final Word Questions for Further Reflection Additional Resources Biography Note
CHAPTER 19: Is Active Management Still Worthwhile? – I
A Brief History of Performance Investing The Investor’s Challenge A Clear Alternative Questions for Further Reflection Additional Resources Biography Notes
CHAPTER 20: Is Active Management Still Worthwhile? – II
Framework: The Lot‐Little, Little‐Lot World Successful Active Management in the LLLL World Illiquidity Leverage Velocity Concentration, Specialization, and Active Share A Word on Fees Putting It All Together Questions for Further Reflection Additional Resources Biography Notes
SECTION 4: RAISING THE RISING GENERATION
CHAPTER 21: How Do You Raise Responsible, Independent, and Productive Children (versus Entitled Trust Fund Babies)?
Start With a Mirror Foster a Reason to Get off the Couch Talk about the Tough Stuff Invest in Learning Let Go Conclusion Questions for Further Reflection Additional Resources Biography Notes
CHAPTER 22: How Can You Help Children Thrive in a World Focused on Success?
What Are Challenges of Growing up in Affluence? What Should You Be on the Lookout For? Are There Different Types of Problems Seen Among Girls as Opposed to Boys? What Can You Do to Prevent Problems? Further Questions for Reflection Additional Resources Biographies
CHAPTER 23: How Much Money Should You Leave Your Children, and When?
Questions for Further Reflection Additional Resources Biography
CHAPTER 24: How Do You Start a Family Conversation About Financial Inheritance?
What Is the Best Way to Proceed? Further Reading Biography
CHAPTER 25: How Can You Avoid the Negative Impacts of Giving Money to Family Members?
Questions for Further Reflection Additional Resources Biography
CHAPTER 26: How Can Your Family Encourage Financial Literacy in Every Member?
Values Nuts and Bolts Questions for Further Reflection Additional Resources Biography
CHAPTER 27: How Can Families Support Both Individuality and a Shared Dream?
Questions for Further Reflection Additional Resources Biography Note
SECTION 5: MAKING SHARED DECISIONS
Note CHAPTER 28: What Are the Best Ways for a Family to Make Decisions Together?
Questions for Further Reflection Additional Resources Biography
CHAPTER 29: How Can You Improve Family Communication?
Make It a Priority Designate Time to Set Goals Seek Outside Advice and Support Engage Your Children in the Planning Put Structure Around It Work and Play Build Community Be Brave Questions for Further Consideration Additional Resources Biography Note
CHAPTER 30: What Are Practical Tools for Building Healthy Families?
Work on Yourself Family Leadership Curriculum Questions for Further Reflection Additional Resources Biography Notes
CHAPTER 31: What Is the Point of Family Enterprise Governance?
Questions for Further Reflection Additional Resources Biographies
CHAPTER 32: Should You Have a Family Meeting?
Why Family Meetings? The Mechanics of a Family Meeting Three Key Spheres of Activity in a Family Meeting Ground Rules Advanced Considerations The Closing Case Examples of Ground Rules Questions for Further Reflection Additional Resources Biography Notes
CHAPTER 33: How Can You Best Manage Conflict in Your Family?
Defining Conflict in Families The Causes of Conflict in Families Managing Conflict in Families Development as a Conflict‐Management Strategy Questions for Further Reflection Additional Resources Biography
CHAPTER 34: Should You Stay Together as a Family or Go Your Separate Ways?
A Pragmatic Test for Family Affinity Exploring Your Family Factor When Splitting Up Makes Sense Separating Efficiently Questions for Further Reflection Additional Resources Biography Notes
SECTION 6: COMBINING FAMILY AND BUSINESS
Note CHAPTER 35: How Can You Engage Your Children in the Management of Your Family Wealth or Business?
Wisdom of 100‐Year Families of Wealth Convening a Family Meeting to Initiate Family Engagement Good Family Meetings Have Several Elements Questions for Further Reflection Additional Resources Biography Note
CHAPTER 36: How Can Your Family Develop Leaders Ready to Face the Many Challenges of Business and Family?
What Is the New Normal? How Do We Develop Leaders with the Agility and Capacity for this World? Vertical Leadership Development and Character Conclusion Questions for Further Reflection Additional Resources Biography Note
CHAPTER 37: How Can You Ensure the Success of Your Successors?
Establishing Independence Reshaping Family Communication Demonstrating Competency Participating in Strategic Decisions Clarifying Boundaries Developing Liquidity Strategies Assuming Financial Risk Questions for Further Reflection Additional Resources Biography
CHAPTER 38: Why Is Family Unity So Important and How Can You Achieve It?
Unity About Ends and Means Adapting to Change Building Family Unity Questions for Further Reflection Additional Resources Biographies
CHAPTER 39: What Are the Signs You’re Losing Control of Your Family Business?
Questions for Further Reflection Additional Resources Biographies Note
CHAPTER 40: Can a Family Stay Together After the Operating Business Is Sold?
The Business Marketplace Changes and You Need to Stay Vigilant Good Independent Advisors Are Worth Their Weight in Gold It Is Important to Delegate the Evaluation of Complex Decisions to a Small Group of Owners You Can Still Stay Together as a Family Even after the Core Family Business Is Sold Good Governance Is Not Sexy, but Immensely Valuable Shared Family Values Are an Important Anchor for all Family and Business Decisions It Is Important to Be Proactive and Patient in Bringing the Next Generation into Family Involvement or Roles of Responsibility Families of Wealth Need to Think about Their Roles in the Years Ahead Questions for Further Reflection Additional Resources Biography
SECTION 7: GIVING WELL
CHAPTER 41: What Is the Difference Between Charity, Philanthropy, Strategic Philanthropy, and Impact Investing?
Categorize Your Giving Bring It All Together Questions for Further Reflection Additional Resources Biography
CHAPTER 42: How Can You Encourage Generosity in Your Family?
Questions for Further Reflection Additional Resources Biographies
CHAPTER 43: How Do You Engage Children and Grandchildren in Philanthropy?
My Story Site Visits Start Young Junior Boards Questions for Further Reflection Additional Resources Biography
CHAPTER 44: How Can You Wisely Develop a Long‐Term Strategy for Your Philanthropy?
Questions for Further Reflection Additional Resources Biography
SECTION 8: SEEKING SOUND ADVICE
Note CHAPTER 45: What Types of Advisors Should You Consider?
Beginning Questions Money Personnes de Confiance Counselors, Coaches, and Facilitators Mentors A Father’s Wisdom Questions for Further Reflection Recommended Reading Biography
CHAPTER 46: How Can You Find Trustworthy Advisors?
Lawyers and Accountants Private Banks and Trust Companies Independent Asset Managers, Family Offices, and Family Business Advisors Conflicts of Interest – Everyone Has Them Questions for Further Reflection Additional Resources Biography Note
CHAPTER 47: How Can You Avoid the Next Bernie Madoff?
Who Can You Trust? Stewardship Is a Professional Endeavor Trust Your Intuition Insist on Strategy Trust But Verify Be a Good Client Questions for Further Reflection Additional Resources Biographies
CHAPTER 48: Should You Choose a Single‐Family Office or a Multi‐Family Office?
What Are SFOs versus MFOs, and How Do They Differ? What Services Are Offered? SFO Setup: What Are the Triggers, and What Does it Cost? MFO Service Options: Who Decides to Join an MFO, How Much Does it Cost, and What Is the Typical MFO Client Profile? A Case in Point Closing Thoughts Questions for Further Reflection Additional Resources Biography Notes
CHAPTER 49: How Do You Choose a Good Trustee?
What Issues Go Unaddressed by Trust Documents? Great Trustees Do More than Manage Assets The Final Twist to the Tale Questions for Further Reflection Additional Resources Biography Note
SECTION 9: FACING THE FUTURE
CHAPTER 50: What Does the Future Hold for Families with Significant Wealth?
Questions for Further Reflection Additional Resources Biography
CHAPTER 51: How Can You Chart Your Own Path, No Matter What Everyone Else Says You Should Do?
Perceptions of Reality: Founder and Heirs Bankers, Consultants, and Lawyers Boards of Directors: The Importance of Owners Wealth, Meaning, and Self Questions for Further Reflection Additional Resources Biography
CHAPTER 52: How Do You Balance Family Stability with Resilience Over the Generations?
Questions for Further Reflection Additional Resources Biography
CHAPTER 53: How Can We “Lift the Small Boats” Too?
Causes and Consequences of Excessive Inequality Policies for Stronger, More Inclusive, More Sustainable Growth Conclusion Questions for Further Reflection Biography Notes
Conclusion About the Editors Index End User License Agreement
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