Fredda Herz Brown, Fran Lotery

The Family Wealth Sustainability Toolkit (eBook, ePUB)

The Manual

• Format: ePub

Produktbeschreibung

An interactive assessment tool and companion manual forwealthy families and their financial advisors that analyze thebehaviors and knowledge that impact a family's overallwealth, while also providing best practices needed forimprovement The Family Wealth Sustainability Toolkit gives wealthyindividuals, family offices, and the financial planners, advisorsand wealth managers who counsel them, the tools they need to betterassess their wealth sustainability skills. One part assessmentsoftware tool and one part companion book, the online Indexallows readers to assess their family enterprise across fourdimensions of sustainability, while the Manual acts both asa roadmap to analyzing their results and provides a foundation inbest practices. The index asks individual family members to assess how much thefamily, as a unit, utilizes best practices to helpbuild structures, decision making processes, and leadershipover generations. The manual shows readers how to reflect onwhat's working in their family to build and maintainsustainable wealth and how to fix what isn't. Throughout bothcomponents, the authors emphasize the importance of human,intellectual, and social capital, as well as financial capital, asdrivers to sustainability over the long haul. The Family WealthSustainability Toolkit: * Helps affluent families and their advisors assess how well theyare managing wealth now and for the future * Evaluates wealth sustainability practices to help readers findout what's working and what's not * Emphasizes the importance of human, intellectual, and socialcapital, as well as financial capital, in the quest for wealthsustainability Comprehensive and highly practical, The Family WealthSustainability Index carefully explains exactly how affluentfamilies and their financial advisors can best utilize and preparetheir wealth now and for generations to come.

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Produktdetails

• Verlag: John Wiley & Sons
• Seitenzahl: 128
• Erscheinungstermin: 4. September 2012
• Englisch
• ISBN-13: 9781118416983
• Artikelnr.: 37352714

Autorenporträt

Fredda Herz Brown is acclaimed by clients andprofessional colleagues alike for her groundbreaking work withenterprising families and their trusted advisors. From her numerouscontributions over a quarter century, she has helped to establishstandards of professional practice and develop the body ofknowledge that defines the work of the field to this day. Fredda'sdistinguished career accomplishments have been honored by awardsfrom the Family Office Exchange and the Family Firm Institute,where she is a Fellow and founding board member. She is the authorof Reweaving the Family Tapestry, which encapsulated hermodel for understanding and working with families as they evolvethrough their life cycle. Among her numerous academic appointmentsover the years, she continues as a guest lecturer for the MBAstudents at Columbia University. Fran Lotery has more than thirty years' experience andknowledge in family economic and emotional systems gained fromworking with professional firms, family enterprises, owners ofclosely held companies, and large nonprofit institutions. Since2006, as one of the principal founders of Relative Solutions, shehas collaborated on research and tools that contribute to advancesin developing human capital and leadership in family enterprisesand understanding the dynamics associated with wealth and themultigenerational family. Fran has been an expert contributor onradio and television, a speaker at professional conferences, and anadjunct faculty member at leading colleges and universities inCalifornia. Relative Solutions is one of the leading firms helpingmultigenerational family enterprises manage the complex decisionsrelated to their shared assets. Their frameworks, tools, andmethodologies are considered to have established the gold standardfor the professional practice of trusted advisors, and thedevelopment of families and their enterprises. The firm's FamilyEnterprise Leadership System (FELS) is the only leadershipassessment framework of its kind, created exclusively for familyenterprises. In 2011, they introduced with 21/64, two new tools toassist families to start conversations: the Family Quest Cards on"Exploring Wealth" and "Family Giving/Philanthropy."