Description
Written by two experts in the field, will provide readers with a roadmap for detailing how to leave family wealth and more importantly, legacy, intact. Readers will learn a variety of skills, including how to articulate a collective vision and aspiration for the future which can be embraced by all family members nourishing close family bonds. DOUGLAS K. FREEMAN is chief executive officer of IFF Advisors, Inc. and founder of the law firm, Freeman, Freeman& Smiley, LLP. DR LEE HAUSNER is president of IFF Advisors, Inc., and served as the senior psychologist for the Beverly Hills Unified School District for 19 years. Introduction Roadmap to a Legacy Family The Family Constitution Family Communications The Family Meeting Family Governance Family Wealth Planning The Family Bank Family Shared Assets The Family Foundation Financial Competency and Life Skill Training Family Business Succession Handling Conflict The Brain Trust Taking the First Step Appendix: Useful Tools Family Strategic Planning Issues Sample Family Constitution Sample Family Meeting Agenda and Topics Common Feeling Words Family Conflicts in Wealth Planning Issues and Triggers Checklist Sample Family Shared Asset Agreement Comparisons Between Private Foundations and Donor Advised Funds Ten Frequently Asked Questions Regarding Foundation Governance and Management Financial Competency Checklist Reference Books and Reading List
