The Family Wealth Sustainability Toolkit: The Manual
The Family Wealth Sustainability Toolkitgives wealthy individuals, family offices, and the financial planners, advisors, and wealth managers who counsel them, the tools they need to better assess their wealth sustainability skills. One part assessment software tool and one part companion book, the online index allows readers to assess their family enterprise across four dimensions of sustainability, while the manual helps them analyze their results and provides a foundation in best practices. For more information regarding the assessment tool and to purchase additional access to the index, please visit www.wiley.com/go/familywealthsustainability.The index asks individual family members to assess how much the family, as a unit, utilizes best practices to help build structures, decision-making processes, and leadership over generations. The manual shows readers how to reflect on what's working in their family to build and maintain sustainable wealth and how to fix what isn't. Throughout both components, the authors emphasize the importance of human, intellectual, and social capital, as well as financial capital, as drivers to sustainability over the long haul.The Family Wealth Sustainability Toolkit:Helps affluent families and their advisors assess how well they are managing wealth now and for the futureEvaluates wealth sustainability practices to help readers find out what's working and what's notEmphasizes the importance of human, intellectual, and social capital, as well as financial capital, in the quest for wealth sustainabilityComprehensive and highly practical,The Family Wealth Sustainability Toolkitcarefully explains exactly how affluent families and their financial advisors can best utilize and prepare their wealth now and for generations to come.