Complete Family Wealth. Keith Whitaker

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Complete Family Wealth - Keith Whitaker


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Works CHAPTER 13: Work Meaning Strengths and Flow The Human Work Play Notes CHAPTER 14: Talking with Children about Wealth Development The Power of the Teachable Moment Are We Rich? Curiosity Allowances Adolescents Managing Privacy CHAPTER 15: Prenuptial Agreements Introduction What Is a Prenuptial Agreement? How Best to Approach a Prenuptial Agreement For Parents of the Prospective Spouses Notes CHAPTER 16: Getting Started Questions Questions for Reflection Practices CHAPTER 17: Family Meetings Preparation Why? What to Do in a Family Meeting? Who to Have at a Family Meeting? When to Hold a Family Meeting? How to Run an Effective Family Meeting? Where to Hold the Meeting? CHAPTER 18: Family Stories and Rituals The Stuff of Life Rituals Note CHAPTER 19: Family Mission Statements Why a Family Mission Statement Matters What Is a Family Mission Statement? How to Create a Family Mission Statement How to Use a Family Mission Statement Note CHAPTER 20: Family Governance Humility and Freedom Constitution, Council, and Assembly Design Ratification Notes CHAPTER 21: Financial Capital Return Two Practices CHAPTER 22: Preserving a Family Vacation Home Hard Questions Family Culture as the Solution Facing Realities CHAPTER 23: Family Philanthropy The Benefits of Family Philanthropy Philanthropy for the Family Getting Started Magnificence

      12  CONCLUSION: Individual Flourishing Many Blossoms The Five Ls The Four Cs Three Little Words

      13  EPILOGUE: The Future? Evolutions in Human Development Changes in Family Structure New Understandings of Family Wealth China

      14  Appendix One: Fiduciary Course Curriculum Introduction Overview of Sessions Fiduciary Curriculum Outline

      15  Appendix Two: Key Practices for Families During Challenging Times Introduction Key Practices for Families Key Practices for Individuals Conclusion

      16  About the Authors James E. Hughes Jr., Esq. Dr. Susan E. Massenzio Dr. Keith Whitaker

      17  Index

      18  End User License Agreement

      List of Illustrations

      1 Chapter 1FIGURE 1.1 The Qualitative Capital Wh...

      2 Chapter 2FIGURE 2.1 The Three-Circle Model.FIGURE


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