Family wealth : keeping it in the family : how family members and their advisers preserve human, intellectual, and financial assets for generations / James E. Hughes, Jr.

By: Hughes, James E., Jr [autor]Material type: TextTextLanguage: English Publisher: Princeton, NJ : Bloomberg Press, 2004Edition: Revised and expanded editionDescription: xvi, 226 páginas : ilustraciones ; 22 cmContent type: texto Media type: sin mediación Carrier type: volumenISBN: 157660151X; 9781576601518Subject(s): Planificación patrimonial -- Estados Unidos | Familia -- Aspectos economicos | Familia -- Aspectos económicos -- Estados Unidos | Fideicomisos y Síndicos -- Estados Unidos | Finanzas personales -- Estados Unidos | Planificación del patrimonio -- Estados UnidosDDC classification: 346.059
Contents:
Long\term wealth preservation as a question of family governance \\ The family mission statement \\ Ritual \\ The family balance sheet and family income statement \\ Investor allocation \\ Two important practices \\ The family bank \\ Protectors, advisors, mentors, and hommes d'affaires \\ Control without ownership \\ Beneficiaries \\ Trustees \\Family philanthropy \\ Evaluation of the next generation \\ Peer review \\ The private trust company \\ The role of aunts and uncles \\ The art and practice of mentorship \\ The role of elders \\ The trustee as regent \\ Unexpected consequences of a perpetual trust.
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Incluye referencias bibliográficas (páginas 211\217) e índice.

Long\term wealth preservation as a question of family governance \\ The family mission statement \\ Ritual \\ The family balance sheet and family income statement \\ Investor allocation \\ Two important practices \\ The family bank \\ Protectors, advisors, mentors, and hommes d'affaires \\ Control without ownership \\ Beneficiaries \\ Trustees \\Family philanthropy \\ Evaluation of the next generation \\ Peer review \\ The private trust company \\ The role of aunts and uncles \\ The art and practice of mentorship \\ The role of elders \\ The trustee as regent \\ Unexpected consequences of a perpetual trust.

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