Family wealth
Subtitle: keeping it in the family : how family members and their advisers preserve human, intellectual, and financial assets for generations
By: James E. Hughes, Jr.
Edition: Rev. and expanded ed.
Publisher: Bloomberg Press
Published: 2004
Place of publication: Princeton
Language: eng
Number of pages: 226
Subjects: Estate planning -- United States; Finance, Personal -- United States; Family -- Economic aspects -- United States
Notes: Includes bibliographical references (p. 211-217) and index.
Table of contents: title: Long-term wealth preservation as a question of family governance; title: The family mission statement; title: Ritual; title: The family balance sheet and family income statement; title: Investor allocation; title: Two important practices; title: The family bank; title: Protectors, advisors, mentors, and hommes d'affaires; title: Control without ownership; title: Beneficiaries; title: Trustees; title: Family philanthropy; title: Evaluation of the next generation; title: Peer review; title: The private trust company; title: The role of aunts and uncles; title: The art and practice of mentorship; title: The role of elders; title: The trustee as regent; title: Unexpected consequences of a perpetual trust.