Complete Family Wealth, 2nd Edition Format: Cloth
James E. Hughes, Susan E. Massenzio, Keith Whitaker
Language: English
Published by John Wiley and Sons, 2022
- Hardcover
- New

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Add to basketSeller Inventory # 9781119820031
- Title
- Complete Family Wealth, 2nd Edition Format: Cloth
- Author
- James E. Hughes, Susan E. Massenzio, Keith Whitaker
- Publisher
- John Wiley and Sons
- Publication year
- 2022
- Condition
- New
- Binding
- Hardcover
- Language
- English
- ISBN 10
- 1119820030
- ISBN 13
- 9781119820031
- Edition
- 2nd Edition
The second edition of this foundational work, Complete Family Wealth: Wealth as Well-Being provides proven tools and best practices for families of means to use in maturing, maintaining, and managing personal and legacy wealth long into the future. The book is divided into three parts: the "what"―what is meant by family, wealth, and enterprise; the "who"―the persons crucial to family enterprise flourishing; and the "how"―specific practices families can use to enhance and grow family wealth.
The second edition of this work places the health and well-being of the individual members of the family unit at the forefront of every aspect detailed within the book. A natural product of this focus is an increased awareness of the social complexities of wealth that have come to the fore in recent years, and the team of expert authors here address the responsibility of private wealth to the public good. In addition, Complete Family Wealth's second edition provides readers with:
- A new chapter on "the big reveal," suggesting ways to encourage positive, life-affirming reception of the revelation of present or future wealth
- An additional chapter on preserving the beloved family vacation home
- Two new appendices: "Fiduciary Course Curriculum," dedicated to enhancing the education of trustees and beneficiaries; and "Key Practices for Families During Challenging Times," a response to the pandemic but relevant to all trying periods for families
- Examples that make these practices accessible to a broad audience across the wealth spectrum.
Having shaped the language used by families and their advisors with the first edition, Complete Family Wealth's second edition is essential reading for families of high net worth and their financial advisors. It will also be of interest to family offices, fund managers, as well as private investors.
"Synopsis" may belong to another edition of this title.
About the Author
JAMES E. HUGHES, JR. is a retired attorney and the author or co-author of several books on the dynamic preservation of true family wealth, including Family Wealth: Keeping It In The Family, Family: The Compact Among Generations, and Cycle of the Gift: Family Wealth & Wisdom.
SUSAN E. MASSENZIO, PHD, is a psychologist and co-founder of Wise Counsel Research, a think tank and consultancy. She has extensive experience consulting to senior executives, helping leaders develop effective succession plans.
KEITH WHITAKER, PHD, is an educator and co-founder of Wise Counsel Research. He has extensive experience consulting to leaders of enterprising families, helping to plan succession, develop next-generation talent, and communicate around estate planning.
"About the title" may belong to another edition of this title.
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