Complete Family Wealth (2nd Edition)
Wealth as Well-Being, Bloomberg Series
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Narrated by:
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Jamie Renell
About this listen
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 AudioListeners also enjoyed...
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- The Extraordinary Power of Caring for Your People Like Family
- By: Bob Chapman, Raj Sisodia
- Narrated by: Steven Menasche
- Length: 8 hrs and 51 mins
- Unabridged
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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
- By Bob Burton on 12-14-18
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The Last Safe Investment
- Spending Now to Increase Your True Wealth Forever
- By: Bryan Franklin, Michael Ellsberg
- Narrated by: Tim Andres Pabon
- Length: 7 hrs and 14 mins
- Unabridged
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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...
- By Brad Spencer on 07-01-16
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The Power of Servant Leadership
- By: Robert K. Greenleaf
- Narrated by: Don Leslie
- Length: 11 hrs and 31 mins
- Unabridged
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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
- By Marty on 04-25-11
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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
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Growth-oriented practices today lead to generations of family flourishing in the future. This book provides the answers you need along with guidance and strategy for keeping your family's complete wealth intact.
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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
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Too many people make the wrong choices when it comes to estate planning. If it's not done properly, you could leave your loved ones facing trouble when you pass away or become incapacitated. Fortunately, you can learn from other's mistakes and be prepared before speaking to a lawyer about your future.
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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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Living Trusts for Everyone, Second Edition
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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
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The Myth of the Silver Spoon
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Great wealth casts a long shadow. Inheritors commonly face intense familial expectations, public scrutiny and judgment, and confusing or debilitating self-narratives, under which many flounder. And we―as family, friends, and society―slowly lose their contribution to our lives and the common good. The Myth of the Silver Spoon helps guide the next gen of the affluent, their families, and the ecosystem of professionals who influence them to identify and confront negative thinking and behaviors related to wealth.
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Tackling nine specific financial myths, Killing Sacred Cows is a must for mission-driven individuals. It plainly reveals shocking truths kept hidden by the traditional financial industry. By the time you're done listening to this book, you'll know more about personal finance than most financial advisors - and this is no joke! You'll discover how to take control of your finances now.
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Great Information, A bit of Upsell
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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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Tribe of Millionaires: What If One Choice Could Change Everything?
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Part personal development guide, part adventure tale, Tribe of Millionaires teaches listeners six timeless lessons about the power of those around us to transform our lives.When Ethan Martinez receives a mysterious invitation after the death of his father, he embarks on an adventure not only to save his struggling business, but to discover his past.
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Total Sales Pitch. Waste of time
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The Richer Life System
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After listening to this book, your untapped greatness becomes visible. Your surest path to success is revealed. We're confident in this. Because that's precisely what tens of thousands of people have done who had the fortune to attend Zig Ziglar's perpetually sold-out Born to Win seminar upon which this book was based. Today, Zig Ziglar's legendary seminar comes alive once again to inspire a whole new generation of achievers.
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Dated, and honestly not much real information
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Build Your Family Bank
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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
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We Need to Talk
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When Jennifer Risher joined Microsoft in 1991, she met her husband and with him became an extra-lucky beneficiary of the dot-com boom. By their early 30s, they had tens of millions of dollars. Today, there are millions of people like her. Jennifer’s thought-provoking, personal story includes the voices of others in her demographic and explores the hidden impact of wealth on identity, relationships, and sense of place in the world.
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Balanced perspective
- By Amazon Customer on 09-18-20
By: Jennifer Risher
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Entrusted
- Building a Legacy That Lasts
- By: Andrew L. Howell, David R. York
- Narrated by: Andrew L. Howell
- Length: 5 hrs and 28 mins
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Overall
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Performance
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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
- By Philip M on 12-12-16
By: Andrew L. Howell, and others
What listeners say about Complete Family Wealth (2nd Edition)
Average customer ratingsReviews - Please select the tabs below to change the source of reviews.
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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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