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Complete family wealth / / James E. Hughes, Jr., Susan E. Massenzio, Keith Whitaker
Complete family wealth / / James E. Hughes, Jr., Susan E. Massenzio, Keith Whitaker
Autore Hughes James E., Jr
Pubbl/distr/stampa Hoboken, New Jersey : , : Wiley, , 2018
Descrizione fisica 1 online resource (202 pages)
Disciplina 306.85097
Soggetto topico Families - Economic aspects - United States
Finance, Personal - United States
Estate planning - United States
Soggetto genere / forma Electronic books.
ISBN 1-119-45318-6
1-119-45323-2
1-119-45325-9
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Record Nr. UNINA-9910271029903321
Hughes James E., Jr  
Hoboken, New Jersey : , : Wiley, , 2018
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Complete family wealth / / James E. Hughes, Jr., Susan E. Massenzio, Keith Whitaker
Complete family wealth / / James E. Hughes, Jr., Susan E. Massenzio, Keith Whitaker
Autore Hughes James E., Jr
Pubbl/distr/stampa Hoboken, New Jersey : , : Wiley, , 2018
Descrizione fisica 1 online resource (202 pages)
Disciplina 306.85097
Soggetto topico Families - Economic aspects - United States
Finance, Personal - United States
Estate planning - United States
ISBN 1-119-45318-6
1-119-45323-2
1-119-45325-9
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Record Nr. UNINA-9910830923703321
Hughes James E., Jr  
Hoboken, New Jersey : , : Wiley, , 2018
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Family trusts : a guide for beneficiaries, trustees, trust protectors, and trust creators / / Hartley Goldstone, James E. Hughes Jr., Keith Whitaker
Family trusts : a guide for beneficiaries, trustees, trust protectors, and trust creators / / Hartley Goldstone, James E. Hughes Jr., Keith Whitaker
Autore Goldstone Hartley
Pubbl/distr/stampa Hoboken, New Jersey : , : Bloomberg Press : , : Wiley, , 2016
Descrizione fisica 1 online resource (217 p.)
Disciplina 346.059
Collana Bloomberg
Soggetto topico Family trusts
Estate planning
Trusts and trustees
ISBN 1-119-11828-X
1-119-11831-X
1-119-11829-8
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Additional Praise for Family Trusts; Title Page; Copyright; Dedication; Acknowledgments; Foreword; Preface; What Can This Guide Do for You?; From Positive Stories to Action Steps; Note; Introduction; Principles; Notes; Part One: Introducing the Trustscape; Chapter 1: Navigation Works Better When You Have a Destination in Mind; Beyond the Thought Experiment; Questions for Reflection; Note; Chapter 2: The Trustscape; Introducing Your Trustscape; A Dynamic Tableau; A Closing Exercise; Note; Chapter 3: Some Key Terms; Chapter 4: Know Your Narratives; Depends Where You're Sitting
A Thirst for EducationNote; Part Two: The Players; Chapter 5: The Trust; A Short Description of a Long History; A Closing Exercise; Notes; Chapter 6: The Trustee; The Trustee; Choices; Chapter 7: Beneficiaries and Trust Creators; Beneficiaries; Trust Creators; Notes; Chapter 8: The Trust Protector and the Trust Adviser; Trust Advisers; Trust Protectors; Choices; Part Three: Building Great Relationships; Chapter 9: Considerations Prior to Accepting Appointment as Trustee; So-You've Been Asked to Serve as Trustee; Now for Some Homework; If You Are New to the Trustscape
Understanding the Technical SideAlmost There; A Final Step; Note; Chapter 10: Creating Preambles; Preambles and Purpose; "But My Trust Was Drafted 20 Years Ago!"; Themes and Schemes; Preambles Created by Trustees and Beneficiaries; Revisit the Preamble; As You Begin to Create Your Preamble; Note; Chapter 11: Action Steps Prior to the First Trustee-Beneficiary Meeting; If You Are a Trustee; If You Are a Beneficiary; Note; Chapter 12: Positive Events, Supportive Responses; Matching Mind-set to Task; Supportive Responses to Positive Events3; Play to Your Strengths; Notes
The Office of the Beneficiary
Record Nr. UNINA-9910131633903321
Goldstone Hartley  
Hoboken, New Jersey : , : Bloomberg Press : , : Wiley, , 2016
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Family trusts : a guide for beneficiaries, trustees, trust protectors, and trust creators / / Hartley Goldstone, James E. Hughes Jr., Keith Whitaker
Family trusts : a guide for beneficiaries, trustees, trust protectors, and trust creators / / Hartley Goldstone, James E. Hughes Jr., Keith Whitaker
Autore Goldstone Hartley
Pubbl/distr/stampa Hoboken, New Jersey : , : Bloomberg Press : , : Wiley, , 2016
Descrizione fisica 1 online resource (217 p.)
Disciplina 346.059
Collana Bloomberg
Soggetto topico Family trusts
Estate planning
Trusts and trustees
ISBN 1-119-11828-X
1-119-11831-X
1-119-11829-8
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Additional Praise for Family Trusts; Title Page; Copyright; Dedication; Acknowledgments; Foreword; Preface; What Can This Guide Do for You?; From Positive Stories to Action Steps; Note; Introduction; Principles; Notes; Part One: Introducing the Trustscape; Chapter 1: Navigation Works Better When You Have a Destination in Mind; Beyond the Thought Experiment; Questions for Reflection; Note; Chapter 2: The Trustscape; Introducing Your Trustscape; A Dynamic Tableau; A Closing Exercise; Note; Chapter 3: Some Key Terms; Chapter 4: Know Your Narratives; Depends Where You're Sitting
A Thirst for EducationNote; Part Two: The Players; Chapter 5: The Trust; A Short Description of a Long History; A Closing Exercise; Notes; Chapter 6: The Trustee; The Trustee; Choices; Chapter 7: Beneficiaries and Trust Creators; Beneficiaries; Trust Creators; Notes; Chapter 8: The Trust Protector and the Trust Adviser; Trust Advisers; Trust Protectors; Choices; Part Three: Building Great Relationships; Chapter 9: Considerations Prior to Accepting Appointment as Trustee; So-You've Been Asked to Serve as Trustee; Now for Some Homework; If You Are New to the Trustscape
Understanding the Technical SideAlmost There; A Final Step; Note; Chapter 10: Creating Preambles; Preambles and Purpose; "But My Trust Was Drafted 20 Years Ago!"; Themes and Schemes; Preambles Created by Trustees and Beneficiaries; Revisit the Preamble; As You Begin to Create Your Preamble; Note; Chapter 11: Action Steps Prior to the First Trustee-Beneficiary Meeting; If You Are a Trustee; If You Are a Beneficiary; Note; Chapter 12: Positive Events, Supportive Responses; Matching Mind-set to Task; Supportive Responses to Positive Events3; Play to Your Strengths; Notes
The Office of the Beneficiary
Record Nr. UNINA-9910820470403321
Goldstone Hartley  
Hoboken, New Jersey : , : Bloomberg Press : , : Wiley, , 2016
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
The voice of the rising generation : family wealth and wisdom / / James E. Hughes, Jr., Susan E. Massenzio, Keith Whitaker
The voice of the rising generation : family wealth and wisdom / / James E. Hughes, Jr., Susan E. Massenzio, Keith Whitaker
Autore Hughes James E.
Edizione [1st edition]
Pubbl/distr/stampa Hoboken, New Jersey : , : Wiley : , : Bloomberg Press, , 2014
Descrizione fisica 1 online resource (163 p.)
Disciplina 332.024
Collana Bloomberg
Soggetto topico Wealth
Families
Rich people
Generations
Children
ISBN 1-118-93652-3
1-118-99308-X
1-118-93653-1
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto The Voice of the Rising Generation: Family Wealth and Wisdom; Contents; Preface; Acknowledgments; Introduction; A Well-Known Family; The Challenge; The Journey; Our Approach; Aids to Navigation; Chapter 1: Setting Sail; The Black Hole; Talking about Silence; The Very Good Steward; The Meteor; Froggy; The Parallel Universe; The Anxious Heir; Mr. Reputable; The Grand Giver; Testing the Boundary; Mentor; Chapter 2: Rosy-Fingered Dawn; Awakening; Rising; Slings and Arrows; Chapter 3: Self-Knowledge; The Center; Internal and External; Dreams; Strengths and Hurdles; Individuation; Externals
The Balance SheetChapter 4: Facing the Waves; Getting Away; Taking the Leap; Work; Relationships; Communication; Leaving Ithaca; Chapter 5: The Middle Passage; The Island of the Lotus-Eaters; The Middle Passage; A Forceful Hand; Self-Advocacy; Ownership; Leadership; Parenting in the Middle Passage; Questions for Rising on Your Own; Conclusion; Another Well-Known Family; Our Journey Thus Far; Searching for Elders; Returning to Mentor; Flying Away; Appendix; Questions for Reflection from the End of the Chapters; From the Introduction; From Chapter 1; From Chapter 2; From Chapter 3
From Chapter 4From Chapter 5; From the Conclusion; Additional Tools; Possible Educational Pathways; For the Individual Journey; For Possible Workshops; For a Possible Family Gathering; Session One: Knowing Ourselves; Session Two: Resilience; Session Three: Action; About the Authors; Index; End User License Agreement
Record Nr. UNINA-9910132167103321
Hughes James E.  
Hoboken, New Jersey : , : Wiley : , : Bloomberg Press, , 2014
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
The voice of the rising generation : family wealth and wisdom / / James E. Hughes, Jr., Susan E. Massenzio, Keith Whitaker
The voice of the rising generation : family wealth and wisdom / / James E. Hughes, Jr., Susan E. Massenzio, Keith Whitaker
Autore Hughes James E.
Edizione [1st edition]
Pubbl/distr/stampa Hoboken, New Jersey : , : Wiley : , : Bloomberg Press, , 2014
Descrizione fisica 1 online resource (163 p.)
Disciplina 332.024
Collana Bloomberg
Soggetto topico Wealth
Families
Rich people
Generations
Children
ISBN 1-118-93652-3
1-118-99308-X
1-118-93653-1
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto The Voice of the Rising Generation: Family Wealth and Wisdom; Contents; Preface; Acknowledgments; Introduction; A Well-Known Family; The Challenge; The Journey; Our Approach; Aids to Navigation; Chapter 1: Setting Sail; The Black Hole; Talking about Silence; The Very Good Steward; The Meteor; Froggy; The Parallel Universe; The Anxious Heir; Mr. Reputable; The Grand Giver; Testing the Boundary; Mentor; Chapter 2: Rosy-Fingered Dawn; Awakening; Rising; Slings and Arrows; Chapter 3: Self-Knowledge; The Center; Internal and External; Dreams; Strengths and Hurdles; Individuation; Externals
The Balance SheetChapter 4: Facing the Waves; Getting Away; Taking the Leap; Work; Relationships; Communication; Leaving Ithaca; Chapter 5: The Middle Passage; The Island of the Lotus-Eaters; The Middle Passage; A Forceful Hand; Self-Advocacy; Ownership; Leadership; Parenting in the Middle Passage; Questions for Rising on Your Own; Conclusion; Another Well-Known Family; Our Journey Thus Far; Searching for Elders; Returning to Mentor; Flying Away; Appendix; Questions for Reflection from the End of the Chapters; From the Introduction; From Chapter 1; From Chapter 2; From Chapter 3
From Chapter 4From Chapter 5; From the Conclusion; Additional Tools; Possible Educational Pathways; For the Individual Journey; For Possible Workshops; For a Possible Family Gathering; Session One: Knowing Ourselves; Session Two: Resilience; Session Three: Action; About the Authors; Index; End User License Agreement
Record Nr. UNINA-9910813407503321
Hughes James E.  
Hoboken, New Jersey : , : Wiley : , : Bloomberg Press, , 2014
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Wealth of Wisdom : Top Practices for Wealthy Families and Their Advisors
Wealth of Wisdom : Top Practices for Wealthy Families and Their Advisors
Autore McCullough Tom
Pubbl/distr/stampa Newark : , : John Wiley & Sons, Incorporated, , 2022
Descrizione fisica 1 online resource (461 pages)
Altri autori (Persone) WhitakerKeith
Soggetto genere / forma Electronic books.
ISBN 9781119827719
9781119827702
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Record Nr. UNINA-9910591030003321
McCullough Tom  
Newark : , : John Wiley & Sons, Incorporated, , 2022
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Wealth of wisdom : the top 50 questions wealthy families ask / / Tom McCullough, Keith Whitaker
Wealth of wisdom : the top 50 questions wealthy families ask / / Tom McCullough, Keith Whitaker
Autore McCullough Tom
Pubbl/distr/stampa Chichester, West Sussex, United Kingdom : , : Wiley, , 2019
Descrizione fisica 1 online resource (400 pages)
Disciplina 332.024016
Soggetto topico Estate planning
Finance, Personal
Families - Economic aspects
Soggetto genere / forma Electronic books.
ISBN 1-119-33154-4
1-119-33152-8
1-119-33156-0
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Record Nr. UNINA-9910555262403321
McCullough Tom  
Chichester, West Sussex, United Kingdom : , : Wiley, , 2019
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Wealth of wisdom : the top 50 questions wealthy families ask / / Tom McCullough, Keith Whitaker
Wealth of wisdom : the top 50 questions wealthy families ask / / Tom McCullough, Keith Whitaker
Autore McCullough Tom
Pubbl/distr/stampa Chichester, West Sussex, United Kingdom : , : Wiley, , 2019
Descrizione fisica 1 online resource (400 pages)
Disciplina 332.024016
Soggetto topico Estate planning
Finance, Personal
Families - Economic aspects
ISBN 1-119-33154-4
1-119-33152-8
1-119-33156-0
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Record Nr. UNINA-9910830326603321
McCullough Tom  
Chichester, West Sussex, United Kingdom : , : Wiley, , 2019
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui