Family Wealth Continuity: Building a Foundation for the Future
暫譯: 家族財富延續:為未來建立基礎
Lansky, David
- 出版商: Palgrave MacMillan
- 出版日期: 2016-06-09
- 售價: $1,670
- 貴賓價: 9.5 折 $1,587
- 語言: 英文
- 頁數: 156
- 裝訂: Hardcover - also called cloth, retail trade, or trade
- ISBN: 1137576383
- ISBN-13: 9781137576385
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相關分類:
投資理財 Investment
無法訂購
相關主題
商品描述
While richly informative, this book is not intended as a training manual, but rather as a starting point for important ideas and conversations. In fact, the goal of this book is to help families consider several related factors that go into a foundation for continuity, and to build more effective continuity plans and strategies based on their assessments.
商品描述(中文翻譯)
大多數家族企業擁有者和財富創造者共享一個重要的願景:為未來幾代人延續家族和財富。為了確保財富的延續,許多家庭建立了各種結構、計劃和流程,包括遺產計劃(可能包括多個信託)、所有權繼承計劃、治理結構/策略等。這些有時複雜的計劃旨在保護家族財富。然而,對於許多家庭來說,這些計劃並未如預期般有效。事實上,有估計顯示,大多數現有的遺產計劃失敗,主要是由於家庭衝突或溝通問題。作者大衛·蘭斯基(David Lansky)在此揭示,過於一刀切和複雜的延續計劃未能考慮到可能干擾延續規劃的獨特家庭因素。蘭斯基進一步詳細說明,建立正確的基礎將幫助家庭實施最佳的延續計劃。有效地處理這一基礎包括理解其組成部分、評估其優勢,並制定改善策略。具體的組成部分包括:
- 學習能力
- 家族性
- 安全的溝通文化
- 對個人發展的承諾
- 有效的變革領導
雖然這本書內容豐富且具啟發性,但並不旨在作為培訓手冊,而是作為重要思想和對話的起點。事實上,本書的目標是幫助家庭考慮幾個與延續基礎相關的因素,並根據他們的評估建立更有效的延續計劃和策略。
作者簡介
A clinical psychologist and family therapist by training, David spent over 15 years as a managing partner in a clinical psychology practice, where he observed the impact that personal relationships, family dynamics, and communication obstacles can have on families' abilities to work, plan and live well together. Today, his clients include entrepreneurial families and families of wealth, multigenerational families with shared business or financial interests, family offices and private trust companies, all of whom want to plan well for the future.
A graduate of Montreal's McGill University, David obtained his Master's and Doctoral degrees in clinical psychology from Rutgers University. He has served as clinical faculty member and supervisor at Northwestern University's Family Institute and taught marital and family therapy at the Adler School of Professional Psychology in Chicago.
David is well known for his expertise in the psychology and family dynamics of multigenerational wealth having published widely on family business and family wealth, including articles in Private Wealth Magazine, Family Business Magazine, and The Family Business Advisor and a regular column in The Journal of Practical Estate Planning.
作者簡介(中文翻譯)
大衛·蘭斯基(David Lansky),博士,為家庭企業諮詢集團(Family Business Consulting Group, Inc.)的首席顧問,在許多創業家庭的成長與轉型中扮演了關鍵角色,並在他們共同的商業利益中發揮了重要作用。
作為臨床心理學家和家庭治療師,大衛在臨床心理學實務中擔任管理合夥人超過15年,觀察到個人關係、家庭動力學和溝通障礙對家庭在工作、規劃和共同生活方面的影響。如今,他的客戶包括創業家庭和富裕家庭、多代同堂的家庭,這些家庭擁有共同的商業或財務利益,家庭辦公室和私人信託公司,所有這些客戶都希望為未來做好規劃。
大衛畢業於蒙特利爾的麥吉爾大學,並在羅格斯大學獲得臨床心理學的碩士和博士學位。他曾擔任西北大學家庭研究所的臨床教學成員和督導,並在芝加哥的阿德勒專業心理學院教授婚姻與家庭治療。
大衛以其在多代財富的心理學和家庭動力學方面的專業知識而聞名,並在家庭企業和家庭財富方面廣泛發表文章,包括在《私人財富雜誌》(Private Wealth Magazine)、《家庭企業雜誌》(Family Business Magazine)和《家庭企業顧問》(The Family Business Advisor)上發表的文章,以及在《實用遺產規劃期刊》(The Journal of Practical Estate Planning)上的定期專欄。