Complete Family Wealth

A Comprehensive Resource for Growing, Maintaining, and Managing Wealth Across Generations The successor to the classic Family Wealth (now in its twentieth year), this book provides updated and expanded information and guidance to deepen the way you think about your wealth and your legacy. Written by a team of leading experts in the field of family wealth management, it offers advisors and their clients indispensable insights into the “what,” “who,” and “how” of family wealth management. You’ll develop an appreciation for the distinct roles various family members play in growing and maintaining family wealth, as well as each of their responsibilities in terms of the family enterprise. Understand the five forms of capital that comprise “complete family wealth” Explore the roles of each family member in helping the family enterprise flourish Learn how friends, trustees, and advisors contribute to family wealth management Adopt specific practices that help families grow their complete wealth and ensure its survival through generations Growth-oriented practices applied today lead to generations of family flourishing in the years ahead. Complete Family Wealth provides the answers you need along with expert guidance and proven strategies for keeping your family’s complete wealth intact.