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Author : Leslie Quinsay
Publisher :
ISBN 13 : 9781999177317
Total Pages : pages
Book Rating : 4.1/5 (773 download)
Download or read book Legacy written by Leslie Quinsay and published by . This book was released on 2019 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : L. Hausner
Publisher : Springer
ISBN 13 : 0230101860
Total Pages : 208 pages
Book Rating : 4.2/5 (31 download)
Download or read book The Legacy Family written by L. Hausner and published by Springer. This book was released on 2016-04-30 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Author : Michael Ndene Shallo
Publisher : Independently Published
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.3/5 (774 download)
Download or read book Wealth for Generations written by Michael Ndene Shallo and published by Independently Published. This book was released on 2023-02-14 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Generational Wealth: Building and Transferring Wealth Across Generations is a comprehensive guide to building and preserving wealth for future generations. This book covers the key principles and strategies for creating financial stability, developing a savings and investment plan, managing risk, and overcoming common financial challenges. It also provides guidance on estate planning, family communication, building a family legacy, educating future generations, and incorporating philanthropy into your wealth-building plan. With a focus on practical advice and real-world examples, this book is an ideal resource for anyone looking to build and transfer wealth across generations. Whether you're just starting out on your financial journey or looking to take your wealth-building to the next level, Generational Wealth provides the guidance and tools you need to achieve your financial goals and leave a lasting legacy for your family.
Author : Amy A. Castoro
Publisher : HigherLife Publishing
ISBN 13 : 9780998977317
Total Pages : 0 pages
Book Rating : 4.9/5 (773 download)
Download or read book Bridging Generations written by Amy A. Castoro and published by HigherLife Publishing. This book was released on 2017-12-15 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Bridging the Generations – Transitioning Family Wealth and Values for a Sustainable Legacy provides you with insight, strategies and compelling stories on how your wealth can be successfully passed on from one generation to the next with the family unity intact. You'll benefit from learning: How true wealth is more than an impressive financial balance sheet; How to put the family center and front; Five pillars to create a successful wealth transfer and succession for your family; Real life stories of wealth transfers and successions done well and done poorly; Strategies you can apply now in your own transition planning"--
Author : Dr. Pamela C. V. Jolly
Publisher : Bookclick 360 Wordeee
ISBN 13 : 1946274798
Total Pages : 284 pages
Book Rating : 4.9/5 (462 download)
Download or read book The NarrowRoad: A Guide to Legacy Wealth written by Dr. Pamela C. V. Jolly and published by Bookclick 360 Wordeee. This book was released on 2022-09-12 with total page 284 pages. Available in PDF, EPUB and Kindle. Book excerpt: Does the vision you hold for your life elude you? There may be a reason. According to Dr. Pamela Jolly's premise, you may not be using your natural gifts. What if we also told you that understanding the business of YOU is the key that unlocks the door to fulfilling your dreams. We all seek direction in life to go forward toward things we want most to happen. What if you could find a way to tap into the crucial insights of who you really are? And what if you could guarantee yourself a winning chance of reaching your full potential in your lifetime? The NarrowRoad System invites you on a journey of self-discovery. When navigated, it reveals the path that leads to the wealth you desire and your ability to ensure your legacy continues. Using 24 unique NarrowRoad Identity (NRID) patterns developed from her data-driven research and engaging the five forms of capital available to us all—human, social, intellectual, cultural, and spiritual—Dr. Jolly shows a personal journey to true transformation.
Author : Leslie Quinsay
Publisher :
ISBN 13 : 9781999177300
Total Pages : 152 pages
Book Rating : 4.1/5 (773 download)
Download or read book Legacy: A Guide to Successfully Transferring Wealth from One Generation to the Next written by Leslie Quinsay and published by . This book was released on 2019-11-11 with total page 152 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate planning is different when a family business is involved... very different. This practical and expertly-crafted guide assists families to successfully pass their wisdom and wealth from generation to generation.
Author : Jeff Rogers
Publisher : Forbesbooks
ISBN 13 : 9781946633040
Total Pages : 0 pages
Book Rating : 4.6/5 (33 download)
Download or read book Create a Thriving Family Legacy written by Jeff Rogers and published by Forbesbooks. This book was released on 2019-01-04 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: AN INTENTIONAL PLAN FOR A LASTING LEGACY You will Leave A Legacy for the next generation. We all will. Will your legacy include the values, virtues, guiding principles, and culture that you've worked hard to instill in your family or business? In Create a Thriving Family Legacy: How to Share Your Wisdom and Wealth with Your Children and Grandchildren, Jeff Rogers details how you can take a different approach to estate planning. Instead of merely transferring wealth to the next generation, Jeff teaches you how to prepare your heirs with wisdom and values, helping them thrive well beyond your years. Don't just transfer your valuables; transfer your values. Don't just transfer your wealth; transfer your wisdom to your children and grandchildren. Let Jeff become your guide as you intentionally create the legacy you truly want to leave behind. This book will be your field guide to whole-life stewardship, looking at five aspects of legacy: PERSONAL LEGACY | FAMILY LEGACY | FINANCIAL LEGACY | BUSINESS LEGACY | KINGDOM LEGACY If you want to create a lasting legacy that blesses your family, furthers God's Kingdom, and supports the causes you love, then Create a Thriving Family Legacy is for you.
Author : Roy Orville Williams
Publisher : Author's Choice Publishing
ISBN 13 : 9781931741316
Total Pages : 208 pages
Book Rating : 4.7/5 (413 download)
Download or read book Preparing Heirs written by Roy Orville Williams and published by Author's Choice Publishing. This book was released on 2003 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.
Author : Mark Daniell
Publisher : John Wiley and Sons
ISBN 13 : 0470827084
Total Pages : 336 pages
Book Rating : 4.4/5 (78 download)
Download or read book Family Legacy and Leadership written by Mark Daniell and published by John Wiley and Sons. This book was released on 2010-11-02 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: Hamilton and Daniell have creatively taught us how to weave together the threads of lineage that create family legacy. They have also clarified the vision of what family leaders look like who are the master weavers of such threads. This all leads toward teaching us how to create and guide our families, and those we serve, to seven and more generations of successful, generative and flourishing lives as individuals and as family. We owe their work a deep debt of gratitude and a bow of appreciation. James (Jay) E. Hughes, Jr. Author, Family: The Compact Among Generations Mark Daniell and Sara Hamilton have written a book that will become a real reference for families wishing to establish a long-term strategy for building an enduring legacy for generations. It contains a wealth of ideas, strategy prescriptions, case histories, and anecdotes that will give the family leader and members of the “tribe” a true guide to building a system that will endure the test of time. I recommend it to families in Asia and beyond. Dr. Victor K. Fung Chairman, Li & Fung Group This is a superb book––unique and full of examples––on the vision of legacy and the role of family leadership. It is also a comprehensive guide to risk management with a special spirit for wise risk-taking. Daniell and Hamilton draw on the unique experience of the Family Office Exchange and its many hundreds of members and scores of studies to define the role of family leadership more fully and inspiringly than ever. This book makes the challenges vivid and the path clear for successful families to preserve both their wealth and their purpose. John L. Ward Principal, The Family Business Consulting Group Family Legacy and Leadership is an innovative, useful blend of theory and practice; and of the hard and soft issues that families face. It offers ideas, insights, and tools that will help families of all types find their path through change. Melissa A. Berman President & CEO, Rockefeller Philanthropy Advisors
Author : Johnathan Lightfoot
Publisher : Cln Publishing
ISBN 13 : 9781088100356
Total Pages : 0 pages
Book Rating : 4.1/5 (3 download)
Download or read book Generational Wealth written by Johnathan Lightfoot and published by Cln Publishing. This book was released on 2023-05-15 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: In this book, readers will discover the importance of creating a family legacy that goes beyond material wealth. The author emphasizes the value of passing down values, traditions, and experiences to future generations. The book covers topics such as: Brainstorming Your Legacy: Readers will learn how to define their legacy by identifying their skills, passions, and ideal life. They will be guided through creating a plan with actionable steps and seeking support from others who can help them achieve their goals. Living Your Legacy: The author emphasizes the importance of using one's strengths and passions to achieve their goals and live their legacy. Readers will learn how to share their legacy by passing down traditions and wealth to future generations. Building a Faithful Family Legacy: Parents will learn how to be present and lead by example, with gifts of love and family. The author emphasizes the role of being a steward for the family's legacy by taking responsibility for preserving and passing it down. Creating Generational Wealth: The book provides actionable steps for creating generational wealth by investing in oneself, family, and community, paying off debt, investing in stocks, real estate, education, and life insurance, consulting experts, prioritizing financial education, and building a business. Passing Down Good Money Values: The author highlights the importance of instilling good money values in the next generation. Readers will learn how to be a good money role model, teach kids the basics of money management, and encourage them to make their own money. This book is a comprehensive guide for families who want to build a lasting legacy that goes beyond material wealth. The author provides practical advice and actionable steps for passing down values, traditions, and wealth to future generations. By following the guidance in this book, families will create a legacy that will be remembered for generations to come.
Author : Roy Orville Williams
Publisher : Robert Reed Pub
ISBN 13 : 9781880710012
Total Pages : 230 pages
Book Rating : 4.7/5 (1 download)
Download or read book For Love and Money written by Roy Orville Williams and published by Robert Reed Pub. This book was released on 1997-01-01 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: There are few books available to prepare parents who want to raise children who are able to receive money and use it responsibly. The old ways of transferring assets to children and grandchildren-which rely solely on legal and tax advice-are not working. A whole new way of looking at this challenge is necessary. For Love & Money introduces a new paradigm, which the author calls the Integrated Wealth Transfer Process. This process is explained in detail in an easy to understand way that will enable families to learn how to discuss sensitive subjects openly and honestly, thereby reaching mutual consensus regarding the family mission and the management of family assets. Also included are two useful appendices: Succession Instruments and Recommended Additional Reading. Roy O. Williams is a recognized authority in the field of family coaching, and all of the information in this book was gathered during his work with families over the past thirty years.
Author : Dennis T. Jaffe
Publisher : John Wiley & Sons
ISBN 13 : 1119573823
Total Pages : 432 pages
Book Rating : 4.1/5 (195 download)
Download or read book Borrowed from Your Grandchildren written by Dennis T. Jaffe and published by John Wiley & Sons. This book was released on 2020-02-25 with total page 432 pages. Available in PDF, EPUB and Kindle. Book excerpt: Families share how they have maintained and grown their wealth from generation to generation. While creating wealth is a wonderful achievement, business families are also concerned with how their wealth is used to support their values, the lives of their children and the well-being of the community. Over several generations, families who are successful in growing their wealth have been able to reinvent themselves and their business in the face of significant environmental transformations and internal differences cause by family dynamics. Borrowed from my Grandchildren is a fascinating look at how large, long-lasting business families succeed across generations. Author Dennis T. Jaffe, one of the leading architects of the field of family enterprise consulting, has interviewed members of successful, well known, 100-year family enterprises from 20 countries, who serve as role models for those wishing to see their wealth positively impact their children, employees, and communities. Half continue to own their legacy business and others have gone on to become family offices with a portfolio of shared assets, but all these families have sustained their values and identity as a family over more than three generations. Offering the collected wisdom of nearly 100 global business families, this insightful book shares the real-life stories of partners in business and wealth management over three of more generations. Families that generate rather than reduce their wealth across generations, known as Generative Families, focus on engaging across generations and develop collaborative governance for both family and business to ensure responsible stewardship from one generation to the next. This unique resource: Presents real-life stories of families sustaining wealth over generations Explores both the successes and failures of retaining family wealth Includes rare private insights from members of prominent wealthy families Examines the nature of global family enterprises and their evolution over generations Discusses the financial, human, and social dimensions of wealth Borrowed from my Grandchildren: The Evolution of Stewardship in 100-Year Families is an essential read for family members, non-family executives, family offices, estate planning lawyers, family business consultants, trust officers, philanthropic and foundation advisors, financial advisors, financial planners, CPAs, and other finance professionals.
Author : Paul Remack
Publisher : Morgan James Publishing
ISBN 13 : 1683505662
Total Pages : 207 pages
Book Rating : 4.6/5 (835 download)
Download or read book Playing the Game written by Paul Remack and published by Morgan James Publishing. This book was released on 2017-12-05 with total page 207 pages. Available in PDF, EPUB and Kindle. Book excerpt: Personal wealth isn’t the only purpose of hard work and investment; it’s also important to be able to pass wealth on to one’s children and grandchildren. Wealth transfer and distribution is a game, and if played poorly—or if it is not realized a game is being played—one’s fortune can be eaten away by a combination of poor investments and unfair taxation. Written by a financial advisor with decades of experience, Playing the Game prepares people for the game of Wealth Transfer and Distribution, enabling them to pass on their fortune intact so that future generations may enjoy it.
Author : Michael A. Cole
Publisher : John Wiley & Sons
ISBN 13 : 1119264804
Total Pages : 198 pages
Book Rating : 4.1/5 (192 download)
Download or read book More Than Money written by Michael A. Cole and published by John Wiley & Sons. This book was released on 2017-03-31 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt: A new, more comprehensive approach to long-term family wealth management More Than Money provides a high-level, integrated approach to preserving both financial resources and family harmony. Research has shown a failure rate of 70 percent in long-term multigenerational wealth management, and contrary to popular assumption, only five percent of that failure is due to bad investment, poor tax planning, or inadequate performance by legal and financial advisors. The number-one reason family wealth management fails is the family itself; poor communication, lack of trust, divergent visions, and a failure to prepare succeeding generations will tear down the resources the family has worked so hard to build. Traditional wealth management cannot fix this. Instead, this book offers a fresh approach that integrates strategic and tactical wealth management to align the family’s assets with the family members. With helpful tools and advice drawn from a real-world understanding of family complexities, you’ll improve your ability to preserve your family’s resources over multiple generations. With an expert’s perspective on the real forces behind successful family wealth management, this book provides a clear model and a practical roadmap for long-term financial preservation. Develop a shared family vision and mission Improve communication and trust among members Merge strategic and tactical planning Ensure the longevity of your family’s wealth The wealth management sphere tends to focus on taxes, investments, banking, and estate planning, but little thought is given to the people themselves—this overlooks the fact that individual family members are the most critical factor in multigenerational wealth management, and fails to provide solutions. More Than Money merges traditional strategies with family dynamics, communication, governance, and preparation to help your resources last for generations to come.
Author : Monique D. Hayes
Publisher : Estates Made Easy
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.9/5 (886 download)
Download or read book The Legacy Blueprint written by Monique D. Hayes and published by Estates Made Easy. This book was released on 2023-07-02 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Is generational wealth possible for my family? How do I avoid probate? How do I establish a trust? Is there another estate planning tool better suited for me? How do I ensure orderly succession of my business interests? When should I begin estate planning? What professionals and advisors should I rely on? These and other complicated questions and issues arise when estate planning is considered. It can all be overwhelming. And, in today's age of social media "influencers" and "wealth gurus", there is a lot of misinformation being spread about wills, trusts, asset protection and estate planning. Still, estate planning is a critical step that many individuals overlook, resulting in missed opportunities to build and preserve wealth for future generations. It is a common misconception that wealth and abundance are unattainable or only reserved for a select few. Even those who have achieved a certain level of financial success often encounter complex legal, tax, and family-related challenges that hinder their ability to effectively plan for their legacy. This book aims to dispel these misconceptions and provide readers with the necessary legal insights, practical examples, and valuable resources to make generational wealth a tangible and achievable goal. This book explores the specific advantages that middle-class families can gain from comprehensive estate planning, empowering them to navigate the complexities of wealth preservation. The estate planning insights in the book also provide immense value for wealthy individuals and business owners who are looking to prepare for succession and the transfer of their wealth. The book offers invaluable information and insights tailored to the unique circumstances of high net-worth individuals, addressing the intricacies of wealth preservation, tax optimization, business succession, and the seamless transfer of assets across generations. Whether it's establishing trusts, structuring business entities, or creating comprehensive wealth transfer strategies, readers will find actionable advice and practical solutions to safeguard their financial legacy and ensure a smooth transition of their wealth.
Author : Taylor White
Publisher : Taylor White
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.2/5 (245 download)
Download or read book Passing Down Generational Wealth - Mastering the Art of Developing Financial Wisdom written by Taylor White and published by Taylor White. This book was released on 2024-01-02 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Do you want to create a lasting legacy of wealth for your family? Do you want to ensure that your hard-earned money is used wisely and responsibly by your children and grandchildren? Do you want to pass down not only your assets, but also your values, ethics, and purpose? If you answered yes to any of these questions, then this book is for you. Passing Down Generational Wealth: Mastering the Art of Developing Financial Wisdom is the ultimate guide to creating, managing, and transferring wealth across generations. In this book, you will learn how to overcome the common struggles that many people face when it comes to generational wealth, such as: - How to avoid the "shirtsleeves to shirtsleeves" phenomenon, where 70% of wealthy families lose their wealth by the second generation, and 90% by the third - How to prevent the "wealth effect", where having too much money can lead to complacency, entitlement, and poor financial decisions - How to deal with the "generation gap", where different generations have different values, expectations, and preferences regarding money and wealth - How to cope with the "family drama", where conflicts, disputes, and resentments can arise among family members over money and inheritance - How to handle the "social pressure", where external influences, such as peers, media, and society, can affect your family's financial behavior and choices You will also discover the best solutions to these issues, such as: - How to develop and pass down the financial wisdom that is necessary to preserve and grow your wealth, including financial literacy, education, and planning - How to create and implement a wealth transfer strategy that suits your family's needs, goals, and vision, including trusts, wills, and estate planning - How to communicate and teach financial wisdom to your next generation, using effective methods, tools, and resources - How to instill values, ethics, and purpose in your wealth transfer process, ensuring that your wealth is used for good causes and positive impact - How to enjoy and share the fruits of your hard work and wealth with your loved ones, while maintaining a healthy balance between spending and saving By reading this book, you will be able to master the art of developing financial wisdom and passing it down to your family. You will be able to create a lasting legacy of generational wealth that will benefit your family for generations to come. You will also be able to live a fulfilling and meaningful life, knowing that your wealth is in good hands. Don't wait any longer. Order your copy of Passing Down Generational Wealth: Mastering the Art of Developing Financial Wisdom today and start your journey to a wealthier and wiser future.
Author : Scott D Serfass
Publisher :
ISBN 13 :
Total Pages : 144 pages
Book Rating : 4.7/5 (464 download)
Download or read book Family Success written by Scott D Serfass and published by . This book was released on 2021-04-29 with total page 144 pages. Available in PDF, EPUB and Kindle. Book excerpt: The preservation of family wealth is not a self-fulfilling prophecy. Hard-earned money is vanishing around the world as it passes from one generation to the next. In fact, more than two-thirds of wealthy families eventually fall victim to the longstanding proverb "shirtsleeves to shirtsleeves in three generations." The first generation literally or figuratively rolls up their sleeves working hard to build wealth and success. The second generation reaps the rewards of the first, often using this new wealth to advance their life through better education and career opportunities. The third generation, often born with a silver spoon in their mouth, spends the remainder of the money having never learned the values leading to success in the first place. This classic rags-to-riches-to-rags story typically focuses on the loss of financial capital, but it is actually the loss of human and intellectual capital that causes the demise of family wealth. Family Success aims to challenge the norm, foster the characteristics of success in future generations, and help families communicate more effectively about their future. Whether you are looking to build a long-term wealth plan to break the shirtsleeves to shirtsleeves cycle or just trying to better the next generation, this book will help you understand the fundamentals of multigenerational success.
