What is included with this book?
Douglas K. Freeman is chief executive officer of IFF Advisors, Inc. and founder of the law firm, Freeman, Freeman & Smiley, LLP.
Dr. Lee Hausner is president of IFF Advisors, Inc., and served as the senior psychologist for the Beverly Hills Unified School District for 19 years.
Foreword | p. vii |
Acknowledgment | p. xi |
Prologue | p. xiii |
Introduction The Legacy Family | p. 1 |
Roadmap to a Legacy Family | p. 9 |
Family Constitution | p. 17 |
Family Communications | p. 25 |
The Family Meeting | p. 39 |
Family Governance | p. 51 |
Family Wealth Planning | p. 59 |
The Family Bank | p. 73 |
Family Shared Assets | p. 85 |
The Family Foundation | p. 97 |
Financial Competency and Life Skills Trainin | p. 113 |
Family Business Succession | p. 123 |
Managing Conflict | p. 137 |
The Brain Trust | p. 153 |
Taking the First Step | p. 159 |
Appendix: Useful Tools | |
Family Strategic Planning Issues | p. 167 |
Sample Family Constitution | p. 169 |
Sample Family Meeting Agenda and Topics | p. 177 |
Common Feeling Words | p. 179 |
Family Conflicts in Wealth Planning-Issues and Triggers Checklist | p. 181 |
Sample Family Shared Asset Agreement-Topical Outline of Key Provisions | p. 185 |
Comparisons between Private Foundations and Donor Advised Funds | p. 187 |
Ten Frequently Asked Questions Regarding Governance and Management | p. 191 |
Financial Competency Checklist | p. 195 |
Reference Books and Reading List | p. 199 |
Index | p. 203 |
Table of Contents provided by Ingram. All Rights Reserved. |
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