Private Library for Business-Only Content.

Fredda Herz Brown, Fran Lotery – The Family Wealth Sustainability Toolkit: The Manual

Fredda Herz Brown, Fran Lotery – The Family Wealth Sustainability Toolkit – The Manual
[eBook (MOBI)]

This product can only be requested by members. To get this product, you must be a member
BECOME A MEMBER

Description

Fredda Herz Brown, Fran Lotery – The Family Wealth Sustainability Toolkit: The Manual

An interactive assessment tool and companion manual for wealthy families and their financial advisors that analyze the behaviors and knowledge that impact a family’s overall wealth, while also providing best practices needed for improvement

The Family Wealth Sustainability Toolkit gives 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 acts both as a roadmap to analyzing their results and provides a foundation in best practices.

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 future
   Evaluates wealth sustainability practices to help readers find out what’s working and what’s not
   Emphasizes the importance of human, intellectual, and social capital, as well as financial capital, in the quest for wealth sustainability

Comprehensive and highly practical, The Family Wealth Sustainability Index carefully explains exactly how affluent families and their financial advisors can best utilize and prepare their wealth now and for generations to come.

http://www.amazon.com/dp/B0098QPCI2/

————-

Reviews

There are no reviews yet.

Be the first to review “Fredda Herz Brown, Fran Lotery – The Family Wealth Sustainability Toolkit: The Manual”
Quick Navigation
×
×

Cart

error: Alert: Content is protected !!