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Maximize your family's well-being and wealth across generations Families of means require sound planning and strategy to ensure that the wealth they've built over time does not disappear as it is transferred to new generations. In the Second Edition of Complete Family Wealth, distinguished family advisors James Hughes, Drs. Susan Massenzio, and Keith Whitaker provide readers with an intuitive and holistic approach to managing, growing, and ma...

One of the greatest sources of pain within families with wealth is the belief that there are no choices. Sometimes even wealth creators who feel more than able in their business lives feel at the same time that their wealth will inevitably become a pernicious influence on their children and grandchildren. The next generation must awaken to the problem of treating financial wealth as more important than it is and therefore not developing a sens...

The Cycle of the Gift: Family Wealth and Wisdom 2E speaks directly to the questions and concerns of parents and grandparents who are making significant gifts to family members. How do I prepare the recipient of such a hefty gift? With that question in mind, Hughes, Massenzio, and Whitaker have written Wisdom and Wealth in three main parts: "The Who of Giving, " "The How of Giving, " and "The What and Why of Giving." The first part deals exclus...

What matters most in managing the family enterprise Complete Family Wealth is a comprehensive resource for growing, maintaining, and managing wealth across generations. A successor to the classic Family Wealth, now in its 20th year, this book provides updated and expanded guidance to change the way you think about your wealth and legacy. This team of expert authors - who brought the field not only Family Wealth but also Family the Compact, The...

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Praise for THE VOICE OF THE RISING GENERATION "Hughes, Massenzio, and Whitaker have given us a model for voicing and listening to the challenges and opportunities heirs face. They encourage self-reflection through an exploration of Homer's Odyssey, real-life profiles, and questions that promote a deeper and broader understanding of the context for assessing risk and making choices regarding wealth and one's life path." --BONNIE BROWN HARTLEY,...

A comprehensive guide to giving well to family members Giving is at the core of family life--and with current law allowing up to $5, 120, 000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, "How do I prepare ...