More Than Money : A Guide to Sustaining Wealth and Preserving the Family.

Cover -- Title Page -- Copyright -- Contents -- Preface -- Acknowledgments -- About the Author -- Part I: The Meaning of Wealth -- Chapter 1: The Wealth Management Challenge -- Notes -- Chapter 2: Wealth Is More Than Money -- The Rockefellers: An Emphasis on Wealth-Building and Philanthropy -- All about Oprah -- Finding a Singular Purpose -- The Advantages of Great Wealth ... -- ... and the Drawbacks -- The Rich Life: A Case Study -- Another View -- Notes -- Chapter 3: The Impact of Wealth Stewardship -- Three Families: The Hands-on Patriarch -- Three Families: The Silver Spoon -- Three Families: The Middle Ground -- Notes -- Part II: Understanding the Wealth Management Process -- Chapter 4: The Importance of Integrating Tactical and Strategic Wealth Management -- The Beginning: Questions and Answers about Strategic and Tactical Wealth Planning -- The Elements of Business Planning versus Strategic Wealth Planning -- Notes -- Chapter 5: Should We Manage Wealth as a Family? -- Family Offices: Will You Need One? -- The First Family Office-and a Mistake -- Notes -- Chapter 6: The Story of Wealth Creation: Why It Matters -- The Family Narrative -- Why the Family History Should Be Told to Children, Too -- Telling It All -- Recovering the Legacy -- A Family Legacy -- A Legacy Lost-and Recaptured -- Notes -- Chapter 7: Vision and Mission: The Past, the Present, and the Future -- The Essential Question -- Vision and Mission -- Getting Started -- Notes -- Chapter 8: Family Governance: Roles and Responsibilities, Decision Making, and Conflict Resolution -- Instituting Family Governance -- Governing the Family -- The Family Constitution and Bylaws -- Changing the Constitution -- It's Not All about Rights -- The Family Assembly and the Family Council -- Types of Governance -- A Critical Factor -- When Conflict Threatens the Family Enterprise.

Engaged or Inactive Family Members -- Notes -- Chapter 9: Developing Future Leadership -- Where Are the Leaders? -- Building Leadership -- Learning to Lead -- The Best Mentors -- Notes -- Chapter 10: Family Education: Building a Culture of Learning and Continuous Improvement -- Preparing the Kids -- Money and Values -- Managing Money: Younger Children -- Managing Money: Older Children -- Adults, Too -- Notes -- Chapter 11: Communication and Alignment: Working Together as a High-Functioning Team -- Who Needs to Be Heard? -- The Perils of the "Other Conversation -- Methods of Communication -- Who Talks? -- Notes -- Chapter 12: Integrating Tactical Wealth Management -- Cash Flow, Budgeting, and Financial Forecasting -- Banking -- Tax Planning and Compliance -- Risk Management -- Asset and Investment Management -- Business Management and Direct Investment -- Family Office Creation and Management -- Information Management and Reporting -- Winding Up -- Notes -- Chapter 13: Getting It Right -- Facing the Future: Transition from a Business Executive to Running a Financial Enterprise -- The New World: The Singleton Family Enterprise Two Years Later -- Index -- EULA.

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Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2024. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries.