Description
Preface Acknowledgments Introduction Assessing Your Family’s True Needs SECTION 1 THINKING THROUGH WHAT MATTERS MOST Chapter 1 Four Profound Questions for Families Chapter 2 Identifying Actionable Values for Family and Enterprise Chapter 3 Values That Matter Chapter 4 A Framework for Family Wealth and Well-Being Chapter 5 Understanding Identity and Social Power Chapter 6 Tapping Character Strengths to Move Families Forward Chapter 7 Using the Ikigai Model to Foster a Legacy of Meaningful Engagement Chapter 8 Stages of Wealth Integration Chapter 9 Learning from Your Money History and Writing a New Story Chapter 10 Envisioning the Future SECTION 2 Becoming a Learning Family Chapter 11 Benchmarking Your Family Against Successful Global Families Chapter 12 Understanding the True Goals of Wealth Preparation Chapter 13 Advancing Flourishing: A 10×10 Learning Roadmap Chapter 14 Finding What’s Next for Your Family Chapter 15 Creating Impactful Learning Programs for Families Chapter 16 Developing a Family Wealth Education Plan Chapter 17n Practical Tools for Building Healthy Families SECTION 3 Planning Thoughtfully Chapter 18 Expressing Purpose in Your Trusts Chapter 19 Managing a Shared Family Property Chapter 20 Creating a Family Bank Chapter 21 Undertaking a Family Risk Assessment Chapter 22 Is Your Infrastructure Resilient? Chapter 23 Creating a Family Owner’s Manual Chapter 24 Family Behavioral Health Wellness Assessment Chapter 25 Building a Smart Aging Plan Chapter 26 Managing the Risk of Diminished Capacity Chapter 27 Creating an Ethical Will SECTION 4 Investing Wisely Chapter 28 Monitoring Financial Capital with the “Four Horsemen” Graph Chapter 29 Keeping Goals in the Spotlight with Capital Sufficiency Analysis Chapter 30 Constructing an Investment Portfolio to Support Family Goals Chapter 31 Investment Education for Family Members SECTION 5 Seeking Sound Advice Chapter 32 Assessing Your Family’s Financial and Family Management Needs Chapter 33 Finding an Advisor Who Will Help Your Family Thrive for Generations Chapter 34 Choosing Trustees with Care and Wisdom Chapter 35 Assessing Your Readiness for a (Family Enterprise) Leadership Coach Chapter 36 Understanding Advisors’ Fees SECTION 6 Raising the Rising Generation Chapter 37 Balancing Entitlement and Responsibility in Children’s Birthdays Chapter 38 A Ritual to Send Children off to College Chapter 39 Developmental Life Lessons for Grandchildren Chapter 40 Deciding If You Should Join the Family Business Chapter 41 How Can You Ensure the Success of Your Successors? Chapter 42 The Intergenerational Dialogue SECTION 7 Navigating Family Dynamics Chapter 43 A Three-Step Process for Enhanced Communication Chapter 44 Strengthening Your “Family Factor” to Deconstruct Conflict Chapter 45 Using Genograms to Understand Family Patterns Chapter 46 Achieving New Insights and Possibilities through Generative Dialogue Chapter 47 How Powerful Are Your Questions? Chapter 48 Expectations versus Agreements Chapter 49 Enhancing Sibling Relationships Chapter 50 Gamechanging SECTION 8 Making Shared Decisions Chapter 51 Hats Off to You! Chapter 52 How to Balance Family Stability with Resilience over Generations Chapter 53 Making Better Decisions by Telling Stories That Have “Already Happened” Chapter 54 Democratizing Family Decision-Making Chapter 55 Using RACI to Determine Roles and Responsibilities in a Complex Multigenerational Family Enterprise Chapter 56 Creating Internal Controls and Policy and Procedures for a Family Office Chapter 57 Leading Successful Family Meetings Chapter 58 Establishing Ground Rules for Family Meetings SECTION 9 Giving Together Chapter 59 Finding a Philanthropic Focus and Integrating the Rising Generation Perspective Chapter 60 Facilitating Grandchild-Grandparent Philanthropy Chapter 61 Helping Families Move Up the Philanthropic Curve Chapter 62 A Roadmap to Successful Philanthropy Conclusion Bios Index
