Limit this search to....

The Dilemmas of Family Wealth: Insights on Succession, Cohesion, and Legacy
Contributor(s): Martel, Judy (Author), Hughes, James E. (Foreword by)
ISBN: 1576601900     ISBN-13: 9781576601907
Publisher: Bloomberg Press
OUR PRICE:   $45.00  
Product Type: Hardcover - Other Formats
Published: February 2006
Qty:
Annotation: From firsthand interviews with families of significant means and gathered wisdom of the experts in the field, the author--a Certified Financial Planner--details the most common "family busters" in story format based on real families and offers expert advice on solutions.
Additional Information
BISAC Categories:
- Business & Economics | Personal Finance - General
- Business & Economics | Investments & Securities - General
Dewey: B
LCCN: 2005035446
Series: Bloomberg
Physical Information: 1.22" H x 5.8" W x 8.54" (0.94 lbs) 248 pages
Themes:
- Topical - Family
 
Descriptions, Reviews, Etc.
Publisher Description:
Few families are able to pass along their wealth successfully to the next generation. The barriers to keeping money in the family are much more formidable than the barriers to making money in the first place. Why should this be? What pitfalls are most common? How can families and their advisers increase the odds of a successful intergenerational transfer of wealth? How can they preserve the family's human and intellectual capital?

Judy Martel, CFP(R), provides insightful answers to these questions and dozens more in this richly detailed book. The Dilemmas of Family Wealth takes a fresh look at the communications barriers, misunderstandings, and generational conflicts that can pull families apart and scatter their wealth in far less time than it took to build it. Martel identifies the dilemmas that families are likely to face and offers wise counsel for overcoming the challenges they pose. Her book includes advice and perspectives from top experts in the field and frank first-person experiences related by family members with whom they have worked.