
Complete Family Wealth (2nd Edition)
Wealth as Well-Being, Bloomberg Series
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Narrado por:
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Jamie Renell
Acerca de esta escucha
Complete Family Wealth: Wealth as Well-Being provides proven tools and best practices for families of means to use in maturing, maintaining, and managing personal and legacy wealth long into the future. The book is divided into three parts: the "what" - what is meant by family, wealth, and enterprise; the "who" - the persons crucial to family enterprise flourishing; and the "how" - specific practices families can use to enhance and grow family wealth.
The second edition of this work places the health and well-being of the individual members of the family unit at the forefront of every aspect detailed within the book. A natural product of this focus is an increased awareness of the social complexities of wealth that have come to the fore in recent years, and the team of expert authors here address the responsibility of private wealth to the public good. In addition, Complete Family Wealth's second edition provides listeners with: a new chapter on "the big reveal", suggesting ways to encourage positive, life-affirming reception of the revelation of present or future wealth; an additional chapter on preserving the beloved family vacation home; two new appendices: "Fiduciary Course Curriculum" and "Key Practices for Families During Challenging Times"; and examples that make these practices accessible to a broad audience across the wealth spectrum.
©2022 James E. Hughes, Susan E. Massenzio, Keith Whitaker (P)2022 Ascent AudioLos oyentes también disfrutaron...
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First Things First is a revolutionary guide to managing your time by learning how to balance your life. Traditional time management suggests that working harder, smarter, and faster will help you gain control over your life, and that increased control will bring peace and fulfillment. But the authors of First Things First apply the insights of The 7 Habits of Highly Effective People to our daily problems of struggling with the ever-increasing demands of work and home life.
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Nothing New over the other books
- De Alton A. Ivory en 07-04-05
De: Stephen R. Covey, y otros
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Winning from Within
- A Breakthrough Method for Leading, Living, and Lasting Change
- De: Erica Ariel Fox
- Narrado por: Tavia Gilbert
- Duración: 10 h y 2 m
- Versión completa
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Historia
Life is a series of negotiations, whether or not you think of yourself as a negotiator. From seemingly insignificant daily decisions to major life choices, you negotiate every time you aim to persuade, argue over a decision, or resolve a conflict. But as negotiations and leadership expert Erica Ariel Fox reveals, the most important negotiations - the ones that determine the impact of our actions and the quality of our lives - are those we have with ourselves.
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Enlightening is an understatement
- De Lucas en 01-13-19
De: Erica Ariel Fox
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Everybody Matters
- The Extraordinary Power of Caring for Your People Like Family
- De: Bob Chapman, Raj Sisodia
- Narrado por: Steven Menasche
- Duración: 8 h y 51 m
- Versión completa
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Starting in 1997, Bob Chapman and Barry-Wehmiller pioneered a dramatically different approach to leadership that creates off-the-charts morale, loyalty, creativity, and business performance. The company utterly rejects the idea that employees are simply functions to be moved around, "managed" with carrots and sticks, or discarded at will. Instead Barry-Wehmiller manifests the reality that every single person matters, just like in a family. That's not a cliché on a mission statement; it's the bedrock of the company's success.
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A Much Better Read
- De Bob Burton en 12-14-18
De: Bob Chapman, y otros
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The Last Safe Investment
- Spending Now to Increase Your True Wealth Forever
- De: Bryan Franklin, Michael Ellsberg
- Narrado por: Tim Andres Pabon
- Duración: 7 h y 14 m
- Versión completa
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Historia
Michael Ellsberg and Bryan Franklin think you've been fed a lie: that if you save for decades and invest in 401(k)s, IRAs, and a home, these investments will grow steadily over decades, allowing 20 to 30 years of secure, peaceful retirement. This might have been true at some point in the last century, but it is not true any longer. If you want to get ahead and enjoy a life of prosperity, the authors argue that you must invest in the most powerful source of wealth you'll ever know: your own earning power.
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Great Paradigm Shift For Me...
- De Brad Spencer en 07-01-16
De: Bryan Franklin, y otros
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The Power of Servant Leadership
- De: Robert K. Greenleaf
- Narrado por: Don Leslie
- Duración: 11 h y 31 m
- Versión completa
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Historia
During the last decade, we have witnessed an unparalleled explosion of interest in the practice of "servant-leadership," as today's business leaders search for a new leadership model for the 21st century. Based on the seminal work of Robert K. Greenleaf, a former AT&T executive who coined the term almost 30 years ago, servant-leadership emphasizes an emerging approach to leadership--one which puts serving others, including employees, customers, and community, first.
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Not Just the Power of Servant Leadership
- De Marty en 04-25-11
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Family Wealth
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This is the landmark book that changed the way exceptional families think about their heritage, their wealth, and their legacy to future generations - now revised and expanded. Charles W. Collier, Senior Philanthropic Adviser at Harvard University, hails this as, "A masterpiece. No one is more astute than Jay Hughes about the topics of family wealth and family life."
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Must Read!!
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Family Trusts
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Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust.
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More about the psychology of family trusts
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Wealth of Wisdom
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A critical resource for families managing significant wealth. Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this audiobook provides a compendium of knowledge from experts around the globe and across disciplines.
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Family
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Why do some families thrive for generations? What accounts for the sad deterioration that others experience? This book takes families and the professionals who serve them beyond the now widely accepted practices offered in Family Wealth and offers a view of Hughes's panoramic insights into what makes families flourish and fail. It lays out the basis for the vision of family governance the author has been developing through his work and research.
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Estate & Trust Administration for Dummies, 2nd Edition
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As more and more of the population reach senior ages-including baby boomers, many of whom do not have wills-an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration for Dummies guides you through the confusing process of administering an estate and/or trust.
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Usefulness in this format depends on your aims
- De Philo en 01-03-20
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Living Trusts for Everyone, Second Edition
- Why a Will Is Not the Way to Avoid Probate, Protect Heirs, and Settle Estates
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Living Trusts for Everyone is the best resource for setting up a living trust. Explaining in specific terms what benefits a trust will have, Ronald Farrington Sharp gives the tools necessary to set up a loved one's trust with no lawyers and no expense. Wills benefit lawyers. Trusts benefit the clients. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their clients' heirs. Ronald Farrington Sharp describes the best way to handle modern estate planning.
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Misguided and biased
- De beckkia en 12-24-20
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Family Wealth
- Keeping It in the Family - How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations, 2nd, Revised and Expanded Edition
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This is the landmark book that changed the way exceptional families think about their heritage, their wealth, and their legacy to future generations - now revised and expanded. Charles W. Collier, Senior Philanthropic Adviser at Harvard University, hails this as, "A masterpiece. No one is more astute than Jay Hughes about the topics of family wealth and family life."
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Must Read!!
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Family Trusts
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Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust.
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More about the psychology of family trusts
- De Amanda en 08-25-20
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Wealth of Wisdom
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A critical resource for families managing significant wealth. Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this audiobook provides a compendium of knowledge from experts around the globe and across disciplines.
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Family
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Why do some families thrive for generations? What accounts for the sad deterioration that others experience? This book takes families and the professionals who serve them beyond the now widely accepted practices offered in Family Wealth and offers a view of Hughes's panoramic insights into what makes families flourish and fail. It lays out the basis for the vision of family governance the author has been developing through his work and research.
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Estate & Trust Administration for Dummies, 2nd Edition
- De: Kathryn A. Murphy, Margaret A. Munro
- Narrado por: Emily Durante
- Duración: 18 h y 35 m
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As more and more of the population reach senior ages-including baby boomers, many of whom do not have wills-an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration for Dummies guides you through the confusing process of administering an estate and/or trust.
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Usefulness in this format depends on your aims
- De Philo en 01-03-20
De: Kathryn A. Murphy, y otros
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Living Trusts for Everyone, Second Edition
- Why a Will Is Not the Way to Avoid Probate, Protect Heirs, and Settle Estates
- De: Ronald Farrington Sharp
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Living Trusts for Everyone is the best resource for setting up a living trust. Explaining in specific terms what benefits a trust will have, Ronald Farrington Sharp gives the tools necessary to set up a loved one's trust with no lawyers and no expense. Wills benefit lawyers. Trusts benefit the clients. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their clients' heirs. Ronald Farrington Sharp describes the best way to handle modern estate planning.
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Misguided and biased
- De beckkia en 12-24-20
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The Cycle of the Gift
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Giving is at the core of family life - and with current law allowing up to $5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, "How do I prepare recipients of such large gifts?"
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Worthwhile- a bit labored
- De Kathleen en 12-04-22
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The Voice of the Rising Generation
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Growing up in a family with significant wealth or a family business can often feel like an exercise in silence. What should you ask? Whom should you ask? When? Is it ever right to talk about such things? The Voice of the Rising Generation speaks directly to those who find themselves living in that silence, the so-called "next generation". Great wealth or a family business can act like a "black hole", sapping the dreams and aspirations of future generations who feel that they can never measure up to the fortune's founder.
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Entrusted
- Building a Legacy That Lasts
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When it comes to estate planning and the effective transfer of wealth, most discussions involving the terms wealth and money use those terms interchangeably. Although the two are not the same, most estate planners today do not even broach this concept with their clients or include the less-tangible aspects of wealth as they draft an estate plan. They simply develop an estate plan that prepares the family's financial assets to be dumped, divided, deferred, and dissipated among the members of the next generation.
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Never too late - or early to start planning
- De Philip M en 12-12-16
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Family Inc.
- Using Business Principles to Maximize Your Family's Wealth
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- Narrado por: Walter Dixon
- Duración: 6 h y 56 m
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Family Inc. is not just a personal finance book; it is a "how to" guide for achieving financial security. By borrowing time tested principles used in business and applying them to family financial planning, Family Inc. provides a powerful framework for navigating all of life's big financial decisions. You will learn how to think strategically as the Family Chief Financial Officer; how to make investments in education and yourself to benefit your career; how to manage your hard-earned money to make it work for you; and much more.
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Hits the highlights quick
- De Placeholder en 08-18-20
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The Only Estate Planning Book You’ll Ever Need
- How to Organize Your Assets, Protect Your Loved Ones, Save Thousands on Legal Fees & Find The Right Lawyer: +Handle Wills and Trusts) (Estate Planning & Living Trusts 1)
- De: Garrett Monroe
- Narrado por: N.W. Edwards
- Duración: 4 h y 32 m
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"The Only Estate Planning Book You'll Ever Need" is your guide through the maze of estate planning. Avoid a legal mess for your loved ones with clear, actionable advice to help you establish a robust plan that ensures your peace of mind and the protection of your assets. This guide's got everything you need to decode estate planning and lawyer-hunting into a clear path you can feel confident in, no matter how new you are to this. It's like having a seasoned professional consultant in your corner.
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Everyone needs this!
- De Diana Mikas en 06-05-24
De: Garrett Monroe
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Build Your Family Bank
- A Winning Vision for Multigenerational Wealth
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Why do 70 percent of wealth-transition plans fail? This is the question that Emily Griffiths-Hamilton sets out to answer in Build Your Family Bank, an audiobook that looks closely at the core causes of wealth erosion and failed transition plans and offers a set of strategies for building successful wealth-transition plans that will benefit many generations.
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It felt like chapters were missing
- De PC en 08-28-20
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The Only Book You’ll Ever Need on Small Business Taxes
- Tax Secrets, Legal Loopholes, & Deductions to Save You Money (Plus Bookkeeping and Accounting for Beginners)
- De: Garrett Monroe
- Narrado por: N.W. Edwards
- Duración: 3 h y 56 m
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Ever thought business taxes were a nightmare of endless forms and impossible deductions? Easily take control, save money, and master the strategies that the pros use to keep more of what you earn. Picture this: a tax guide so comprehensive and accessible, it turns dreaded tax season into a stress-free, money-saving opportunity. No more guesswork, no more—just simple steps that keep your business out of trouble and your income in your pocket.
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It is easier than I thought
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The Tax and Legal Playbook
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Attorney and CPA Mark J. Kohler targets the leading tax and business issues among small business owners, across all stages of business, and delivers a practical guide to the fundamental tax and legal conflicts faced by new and established entrepreneurs. Coached by Kohler, business owners are armed to seek out the right professionals relevant to their concerns, confidently ask the right questions, and ultimately, save time, money, and in many cases, potential heartache.
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great info, good luck finding it again.
- De Anonymous User en 01-26-20
De: Mark J. Kohler
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Psychology of Financial Planning
- The Practitioner's Guide to Money and Behavior
- De: Brad Klontz, Charles R. Chaffin, Ted Klontz
- Narrado por: Jamie Renell
- Duración: 9 h y 2 m
- Versión completa
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Historia
In Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP, Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client. Designed for both professional and academic audiences, Psychology of Financial Planning is written for those with thirty years in practice as well as those just beginning their journey.
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Outstanding
- De Joseph en 08-20-24
De: Brad Klontz, y otros
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The Only Investment Guide You'll Ever Need
- De: Andrew Tobias
- Narrado por: Mike Chamberlain
- Duración: 10 h y 18 m
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Historia
For nearly 40 years, The Only Investment Guide You'll Ever Need has been a favorite finance guide, earning the allegiance of more than a million investors across America. This completely updated edition will show you how to use your money to your best advantage in today's financial marketplace, no matter what your means. Using concise, witty, and truly understandable tips and explanations, Andrew Tobias delivers sensible advice and useful information on savings, investments, preparing for retirement, and much more.
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Quite technical, buy the book instead
- De David Urnes Johnson en 02-07-18
De: Andrew Tobias
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The Taxable Investor's Manifesto
- Wealth Management Strategies to Last a Lifetime
- De: Stuart E. Lucas
- Narrado por: Peter Lerman
- Duración: 4 h y 51 m
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Historia
The Taxable Investor's Manifesto: Wealth Management Strategies to Last a Lifetime is written for every investor with taxable wealth and every advisor who serves them. The Taxable Investor's Manifesto guides listeners through a series of related topics, bringing clarity to complexity with an economy of words, while providing valuable and actionable advice at every turn.
De: Stuart E. Lucas
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The Business Owner's Guide to Financial Freedom
- What Wall Street Isn't Telling You
- De: Mark J. Kohler, Randall A. Luebke RFC - contributor
- Narrado por: Matthew Boston
- Duración: 8 h y 52 m
- Versión completa
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Historia
Tailored for small-business owners and entrepreneurs like yourself who are looking for long-term financial planning and wealth management, The Business Owner's Guide to Financial Freedom reveals the secrets behind successfully investing in your business while bypassing Wall Street-influenced financial planners.
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Invaluable
- De Josh John en 09-04-20
De: Mark J. Kohler, y otros
Lo que los oyentes dicen sobre Complete Family Wealth (2nd Edition)
Calificaciones medias de los clientesReseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.
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- Edward W. Cotney
- 03-20-24
James Hughes rocks it
Excellent book for families seeking to fill an advisor void. All advisors should have this book in their desk if they are truly focused on helping families navigate the pitfalls for generational wealth.
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- Kindle Customer
- 07-19-23
Very informative
This book is very well put together and is worth the time to read and absorb. I recommend it highly.
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