Build your family bank : a winning vision for multigenerational wealth
- Author
- Griffiths-Hamilton, Emily
- Additional Author(s)
-
-
- Publisher
- Vancouver: Figure 1 Publishing, 2014
- Language
- English
- ISBN
- 9781927958070
- Series
-
- Subject(s)
-
- ESTATE PLANNING
- FINANCE, PERSONAL
- INHERITANCE AND SUCCESSION
- WEALTH-MANAGEMENT
- Notes
-
. Bibliography: p. 138-143. Index: p. 150-157
- Abstract
-
"Unlock the secrets behind effective succession and wealth-transition ... The path to success ... is the Family Bank, a dynamic approach that any family, at any stage in its life cycle, can adopt ... The failure rate for succession plans today is an astounding 70 percent ... because the traditional starting point for wealth- transition planning - controlling financial assets and minimizing or deferring taxes - gets the process backwards. The Family Bank approach, by contrast, pays close attention to the human elements of a family. Only once those are understood can effective financial structures be developed to meet the family's needs"--Publisher's description.
Physical Dimension
- Number of Page(s)
- 157 p.
- Dimension
- 23 cm.
- Other Desc.
- ill.
Summary / Review / Table of Content
Introduction: A secret no more --
Why succession plans fail 00 Family bank basics --
Your family's shared values --
Your family's shared vision statement --
Your family's human and intellectual assets: preparing the next generation --
Assessing your family's financial assets --
A common hot button: the family cottage --
Trusts: not necessarily the be-all and end-all of succession and wealth-transition plans --
Philanthropy: a family bank affair --
Family bank governance --
A template for implementing the family bank --
Selecting family bank advisors --
Conclusion: Sharpen your pencil and dream.
Exemplar(s)
| # |
Accession No. |
Call Number |
Location |
Status |
| 1. | 03665/16 | 332.024 Gri B | Library - 7th Floor | Available |
