书目

The Dilemmas of Family Wealth: Insights on Succession, Cohesion, and Legacy

  • 作者 Judy Martel著
  • 出版社 Wiley
  • 出版时间 2006年2月 第1版
  • ISBN 9781576601907
  • 定价 403.50

内容简介

Fewfamiliesareabletopassalongtheirwealthsuccessfullytothenextgeneration.Thebarrierstokeepingmoneyinthefamilyaremuchmoreformidablethanthebarrierstomakingmoneyinthefirstplace.Whyshouldthisbe?Whatpitfallsaremostcommon?Howcanfamiliesandtheiradvisersincreasetheoddsofasuccessfulintergenerationaltransferofwealth?Howcantheypreservethefamily’shumanandintellectualcapital?JudyMartel,CFP?,providesinsightfulanswerstothesequestionsanddozensmoreinthisrichlydetailedbook.TheDilemmasofFamilyWealthtakesafreshlookatthecommunicationsbarriers,misunderstandings,andgenerationalconflictsthatcanpullfamiliesapartandscattertheirwealthinfarlesstimethanittooktobuildit.Martelidentifiesthedilemmasthatfamiliesarelikelytofaceandofferswisecounselforovercomingthechallengestheypose.Herbookincludesadviceandperspectivesfromtopexpertsinthefieldandfrankfirst–personexperiencesrelatedbyfamilymemberswithwhomtheyhaveworked.

作者简介

JudyMartel,CFP?,isavicepresidentatAssetManagementAdvisors(AMA),aleadingmultifamilyofficeandsubsidiaryofSunTrustBanks,Inc.Martelhastwentyyearsofexperienceinjournalismandpublicrelations.Shewasanewspaperjournalistforelevenyears,andshehaswrittenextensivelyonwealthissuesandfamilydynamicsforsuchpublicationsasRobbReportWorth,Town&Country,andVivemagazinewhereshewritesaregularcolumn.Sheisacertifiedfinancialplanner.?Thebook’sforewordisbyJamesE.HughesJr.,authorofFamilyWealth:KeepingItintheFamily(BloombergPress).Hisforewordofferstheperspectiveofarespectedlongtimefamilycounselorandapreeminentexpertinthefieldoffamilygovernanceandwealthtransfer.

目录

丛书

Bloomberg

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