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Full Description
An interactive assessment tool and companion manual for wealthy families and their financial advisors that analyze the behaviors and knowledge that impact a family s overall wealth, while also providing best practices needed for improvement
The Family Wealth Sustainability Toolkit gives wealthy individuals, family offices, and the financial planners, advisors and wealth managers who counsel them, the tools they need to better assess their wealth sustainability skills. One part assessment software tool and one part companion book, the online Index allows readers to assess their family enterprise across four dimensions of sustainability, while the Manual acts both as a roadmap to analyzing their results and provides a foundation in best practices.
The index asks individual family members to assess how much the family, as a unit, utilizes best practices to help build structures, decision making processes, and leadership over generations. The manual shows readers how to reflect on what s working in their family to build and maintain sustainable wealth and how to fix what isn t. Throughout both components, the authors emphasize the importance of human, intellectual, and social capital, as well as financial capital, as drivers to sustainability over the long haul. The Family Wealth Sustainability Toolkit:
Helps affluent families and their advisors assess how well they are managing wealth now and for the futureEvaluates wealth sustainability practices to help readers find out what s working and what s notEmphasizes the importance of human, intellectual, and social capital, as well as financial capital, in the quest for wealth sustainability
Comprehensive and highly practical, The Family Wealth Sustainability Index carefully explains exactly how affluent families and their financial advisors can best utilize and prepare their wealth now and for generations to come.
Contents
Foreword vii
Preface ix
Acknowledgments xi
CHAPTER 1 Achieving Sustainability: The Challenges, Opportunities, and Complexities of Enterprising Families 1
The Business of the Enterprising Family 3
Moving Toward Sustainability 19
CHAPTER 2 Family Legacy and Connection 21
It s about Family, More Than Financial Assets 22
Combining the Mindset of Shared Risk and Shared
Opportunity with a Family Emotional System 22
Family Connection: More Complex over Time 26
Family Connection Independent of Sharing Assets 30
CHAPTER 3 Governance Structures and Processes: Helping Families Achieve Goals 35
Family Mission: The Cornerstone of Governance 39
The Shape of Governance: A Thoughtful, Inclusive Process 42
CHAPTER 4 Financial Accountability and Management 49
The Individual s Role in Oversight 50
Financial Responsibility across Generations 52
Long-Term Management of Finances and Risk 56
CHAPTER 5 Human Capital and Leadership Development 61
How Does Human Capital Develop? 62
Relationship-Based Competencies Are Most Valued 63
Human Capital: People at Their Best 69
CHAPTER 6 Roadmap to Sustainability 75
Designing Your Unique Roadmap 77
About the Family Wealth Sustainability Index 80
Results: Setting the Base Point for Creating the Family Roadmap 82
The Roadmap to Sustainability: Planning the Future 93
APPENDIX 1 Genogram Key 95
APPENDIX 2 The Samson Brothers Family Genograms 97
Index 99
