Читать книгу Complete Family Wealth - Keith Whitaker, James Hughes E., James E. Hughes Jr. - Страница 2
ОглавлениеTable of Contents
1 Cover
5 Epigraph
6 Preface to the Second Edition
7 Preface to the First Edition
8 INTRODUCTION: An Invitation A Welcome from James (Jay) Hughes, Esq. A Welcome from Dr. Susan Massenzio A Welcome from Dr. Keith Whitaker The Path Ahead
9 PART ONE CHAPTER 1: Complete Wealth Right Understanding Complete Wealth The Five Types of Qualitative Capital Growing Capital A Provocative Comparison Measuring Qualitative Capital Note CHAPTER 2: Family Enterprise Affinity Flourishing The Three-Circle Model Active Ownership Transition Time Notes CHAPTER 3: Principles
10 PART TWO CHAPTER 4: The Rising Generation Why Rising? The Effects of the Black Hole The Challenge Meeting the Challenge Rising in the Middle Passage Setting Off CHAPTER 5: The Big Reveal Confirmation What's Next? The Pause Courage CHAPTER 6: Parents Giving Know Thyself Nothing Too Much How Much Is Enough? Fair versus Equal? Communication and Control Giving as Grandparents Letting Go Note CHAPTER 7: Spouses Tough Questions Fiscal Difference The Three-Step Process Spouses and Family Meetings Blended Families Note CHAPTER 8: Elders “Old Age Hath Yet Its Honor and Its Toil” Characteristics Two Practices CHAPTER 9: Trustees and Beneficiaries Human Consequences Vocabulary Activity Distributions Conclusion Note CHAPTER 10: Advisers Questions to Consider Money Personnes de Confiance Counselors, Coaches, and Facilitators Mentors A Father's Wisdom CHAPTER 11: Friends Friends as Wealth Wealth and Friends Notes
11 PART THREE CHAPTER 12: Character History What Works CHAPTER 13: Work Meaning Strengths and Flow The Human Work Play Notes CHAPTER 14: Talking with Children about Wealth Development The Power of the Teachable Moment Are We Rich? Curiosity Allowances Adolescents Managing Privacy CHAPTER 15: Prenuptial Agreements Introduction What Is a Prenuptial Agreement? How Best to Approach a Prenuptial Agreement For Parents of the Prospective Spouses Notes CHAPTER 16: Getting Started Questions Questions for Reflection Practices CHAPTER 17: Family Meetings Preparation Why? What to Do in a Family Meeting? Who to Have at a Family Meeting? When to Hold a Family Meeting? How to Run an Effective Family Meeting? Where to Hold the Meeting? CHAPTER 18: Family Stories and Rituals The Stuff of Life Rituals Note CHAPTER 19: Family Mission Statements Why a Family Mission Statement Matters What Is a Family Mission Statement? How to Create a Family Mission Statement How to Use a Family Mission Statement Note CHAPTER 20: Family Governance Humility and Freedom Constitution, Council, and Assembly Design Ratification Notes CHAPTER 21: Financial Capital Return Two Practices CHAPTER 22: Preserving a Family Vacation Home Hard Questions Family Culture as the Solution Facing Realities CHAPTER 23: Family Philanthropy The Benefits of Family Philanthropy Philanthropy for the Family Getting Started Magnificence
12 CONCLUSION: Individual Flourishing Many Blossoms The Five Ls The Four Cs Three Little Words
13 EPILOGUE: The Future? Evolutions in Human Development Changes in Family Structure New Understandings of Family Wealth China
14 Appendix One: Fiduciary Course Curriculum Introduction Overview of Sessions Fiduciary Curriculum Outline
15 Appendix Two: Key Practices for Families During Challenging Times Introduction Key Practices for Families Key Practices for Individuals Conclusion
16 About the Authors James E. Hughes Jr., Esq. Dr. Susan E. Massenzio Dr. Keith Whitaker
17 Index
List of Illustrations
1 Chapter 1FIGURE 1.1 The Qualitative Capital Wh...
2 Chapter 2FIGURE 2.1 The Three-Circle Model.FIGURE 2.2 The reality for many family enterprises.FIGURE 2.3 When ownership is the priority.FIGURE 2.4 Giving family its place.
3 Chapter 4FIGURE 4.1 The Four Cs.
4 Chapter 9FIGURE 9.1 Example of a trustscape.FIGURE 9.2 The traditional trustscape.FIGURE 9.3 Model for a humane trustscape.
5 ConclusionC.1 The Four Cs.
Guide
5 Epigraph
6 Preface to the Second Edition
7 Preface to the First Edition
11 CONCLUSION: Individual Flourishing
13 Appendix One: Fiduciary Course Curriculum
14 Appendix Two: Key Practices for Families During Challenging Times
16 Index
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