Complete Family Wealth

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Maximize your family's well-being and wealth across generations Families of means require sound planning and strategy to ensure that the wealth they've built over time does not disappear as it is transferred to new generations. In the Second Edition of Complete Family Wealth, distinguished family advisors James Hughes, Drs. Susan Massenzio, and Keith Whitaker provide readers with an intuitive and holistic approach to managing, growing, and maintaining wealth across generations. With new chapters that detail specific moments in time--like revealing to the next generation that they will inherit significant wealth--or specific tasks--like maintaining a family vacation home--this latest edition also offers new information on improving the learning of trustees and beneficiaries and meeting the challenges presented during historically difficult times. Along with practical and hands-on guidance regarding how to handle common challenges, like preparing for family meetings and discussions, Complete Family Wealth, Second Edition delivers a coherent blueprint to sustaining a family enterprise across time. It's ideal for families with wealth, families that run successful enterprises, and the professionals who serve these families and seek to help them maximize their wealth and well-being across generations.