000			04734nam a22004573i 4500
001			EBC4835984
003			MiAaPQ
005			20240729131200.0
006			m o d |
007			cr cnu||||||||
008			240724s2017 xx o ||||0 eng d
020			_a9781119264736 _q(electronic bk.)
020			_z9781119264705
035			_a(MiAaPQ)EBC4835984
035			_a(Au-PeEL)EBL4835984
035			_a(CaPaEBR)ebr11369690
035			_a(CaONFJC)MIL1004532
035			_a(OCoLC)982019559
040			_aMiAaPQ _beng _erda _epn _cMiAaPQ _dMiAaPQ
050		4	_aHG179.C654 2017
100	1		_aCole, Michael A.
245	1	0	_aMore Than Money : _bA Guide to Sustaining Wealth and Preserving the Family.
250			_a1st ed.
264		1	_aNewark : _bJohn Wiley & Sons, Incorporated, _c2017.
264		4	_c©2017.
300			_a1 online resource (189 pages)
336			_atext _btxt _2rdacontent
337			_acomputer _bc _2rdamedia
338			_aonline resource _bcr _2rdacarrier
490	1		_aBloomberg Series
505	0		_aCover -- 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.
505	8		_aEngaged 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.
588			_aDescription based on publisher supplied metadata and other sources.
590			_aElectronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2024. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries.
650		0	_aFinance, Personal.
655		4	_aElectronic books.
776	0	8	_iPrint version: _aCole, Michael A. _tMore Than Money _dNewark : John Wiley & Sons, Incorporated,c2017 _z9781119264705
797	2		_aProQuest (Firm)
830		0	_aBloomberg Series
856	4	0	_uhttps://ebookcentral.proquest.com/lib/orpp/detail.action?docID=4835984 _zClick to View
999			_c125016 _d125016