The Legacy Family The Definitive Guide to Creating a Successful Multigenerational Family

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  • Edition: 1st
  • Format: Hardcover
  • Copyright: 2009-11-15
  • Publisher: Palgrave Macmillan
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Supplemental Materials

What is included with this book?


Though statistics indicate that trillions of dollars will be transferred to the younger generation in the next 50 years, the recipients of that inherited wealth are unlikely to preserve and pass on their inheritance intact.The Legacy Family, written by two experts in the field, will provide readers with a roadmap for detailing how to leave family wealth and more importantly, legacy, intact. Readers will learn a variety of skills, form how to articulate a collective vision and aspiration for the future which can be embraced by all family members to how to create a process for future generations to help each member shape their own future while nourishing their close family bonds.

Author Biography

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.

Table of Contents

Forewordp. vii
Acknowledgmentp. xi
Prologuep. xiii
Introduction The Legacy Familyp. 1
Roadmap to a Legacy Familyp. 9
Family Constitutionp. 17
Family Communicationsp. 25
The Family Meetingp. 39
Family Governancep. 51
Family Wealth Planningp. 59
The Family Bankp. 73
Family Shared Assetsp. 85
The Family Foundationp. 97
Financial Competency and Life Skills Traininp. 113
Family Business Successionp. 123
Managing Conflictp. 137
The Brain Trustp. 153
Taking the First Stepp. 159
Appendix: Useful Tools
Family Strategic Planning Issuesp. 167
Sample Family Constitutionp. 169
Sample Family Meeting Agenda and Topicsp. 177
Common Feeling Wordsp. 179
Family Conflicts in Wealth Planning-Issues and Triggers Checklistp. 181
Sample Family Shared Asset Agreement-Topical Outline of Key Provisionsp. 185
Comparisons between Private Foundations and Donor Advised Fundsp. 187
Ten Frequently Asked Questions Regarding Governance and Managementp. 191
Financial Competency Checklistp. 195
Reference Books and Reading Listp. 199
Indexp. 203
Table of Contents provided by Ingram. All Rights Reserved.

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