Complete Family Wealth, Keith Whitaker
Complete Family Wealth, Keith Whitaker
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Complete Family Wealth
Wealth as Well-Being (2nd Edition)

Author: Keith Whitaker, James E. Hughes, Jr., Susan E. Massenzio

Series: Bloomberg

Narrator: Jamie Renell

Unabridged: 6 hr 45 min

Format: Digital Audiobook Download

Publisher: Ascent Audio

Published: 02/22/2022


Synopsis

Complete Family Wealth: Wealth as Well-Being provides proven tools and best practices for families of means to use in maturing, maintaining, and managing personal and legacy wealth long into the future. The book is divided into three parts: the "what"—what is meant by family, wealth, and enterprise; the "who"—the persons crucial to family enterprise flourishing; and the "how"—specific practices families can use to enhance and grow family wealth.

The second edition of this work places the health and well-being of the individual members of the family unit at the forefront of every aspect detailed within the book. A natural product of this focus is an increased awareness of the social complexities of wealth that have come to the fore in recent years, and the team of expert authors here address the responsibility of private wealth to the public good. In addition, Complete Family Wealth's second edition provides listeners with: a new chapter on "the big reveal," suggesting ways to encourage positive, life-affirming reception of the revelation of present or future wealth; an additional chapter on preserving the beloved family vacation home; two new appendices: "Fiduciary Course Curriculum" and "Key Practices for Families During Challenging Times"; and examples that make these practices accessible to a broad audience across the wealth spectrum.

Reviews

Goodreads review by Andrei on February 13, 2020

A book on how running a business and keeping a family together are sides of the same coin. Often with very different time horizon but still very similar from an overall governance perspective. This level of sophistication is rare but seems to be critical in order to maintain wealth across multiple g......more

Goodreads review by Robert on January 02, 2025

Mình được tặng cuốn sách này tại một sự kiện của Bloomberg, sẵn đang quan tâm chủ đề này nên mình đọc luôn. Thật sự thì có nhiều phần trong cuốn sách mình chưa thể thẩm thấu được có lẽ vì gia đình mình chưa đạt tới mức quy mô của đối tượng chính mà cuốn sách nhắm tới – những gia tộc có nền tảng tốt......more

Goodreads review by Kay's on January 29, 2022

This book is made for a very specific group of people. Since I’m not part of that group, it’s hard to tell if this is good advice or not. I don’t suggest reading it unless you consider yourself to be in a wealthy family.......more

Goodreads review by Ulugbek on October 15, 2024

The most fundamental assets of a family are its individual members. The complete wealth of a family includes the human, intellectual, social, and spiritual capitals of its members. The family’s Financial capital is a tool to support the growth of its human, intellectual, social, and spiritual capita......more

Goodreads review by Scott on September 17, 2024

Hughes has been working with family enterprises for decades and all that accumulated wisdom is evident in this book. He takes complicated, sensitive subjects and breaks them down in accessible language and insightful metaphors. And he even offers tools to use to assess your current situation and sha......more