Complete Family Wealth. Keith Whitaker

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Complete Family Wealth - Keith Whitaker


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      Wealth as Well-Being

       Second Edition

       James E. Hughes

       Susan E. Massenzio

       Keith Whitaker

      Published by John Wiley & Sons, Inc., Hoboken, New Jersey.

      Published simultaneously in Canada.

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       Library of Congress Cataloging-in-Publication Data:

      ISBN: 9781119820031 (hardback),

       ISBN: 9781119820048 (epub),

       ISBN: 9781119820055 (ePDF)

      Cover Design: Wiley

      Cover Image: Wiley

       to my mother, Elizabeth Sophie Buermann Hughes, who first taught me about family and who keeps creating family;

       to my professional partner Anne D'Andrea, who after 32 years still keeps me sane and helping and for whose help I am beyond grateful;

      and to my partner in life and learning, Jacqueline Merrill, who put her arm through mine.

       James E. Hughes

      To my mother, Viola, for giving me a vision of what a complete life, well spent, is. Thank you.

       Susan E. Mazzenzio

      To my family, my friends, and my loving partner—my complete wealth.

       Keith Whitaker

      What is very hard? To know yourself.

       Thales, the first philosopher

      This new edition of Complete Family Wealth contains a number of noteworthy changes.

      We have updated the first chapter's discussion of qualitative capital to reflect the latest thinking in the field, which distinguishes among five types of non-financial wealth: human, legacy, family relationship,


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