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Family wealth counseling : getting to the heart of the matter : a revolution in estate planning for wealthy families

Author: E G Link
Publisher: Franklin, IN : Professional Mentoring Program, ©1999.
Edition/Format:   Print book : EnglishView all editions and formats
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Genre/Form: Popular works
Document Type: Book
All Authors / Contributors: E G Link
ISBN: 0967402301 9780967402307
OCLC Number: 50094441
Description: xxviii, 388 pages : portrait, charts ; 24 cm + technical supplement (iv, 60 pages : charts ; 22 cm)
Contents: Section I: The unique critical mental angle of family wealth counseling --
1. What makes the family wealth counseling approach unique? --
2. Understanding your family's wealth: avoiding the two greatest misconceptions --
3. Processing critical mental angles: Learning to think beyond ... --
4. Understanding the impact of the three phases of the family wealth counseling process. Section II: The unique counseling process of family wealth counseling --
5. The client retreat: the most important day --
6. The power is in the questions: gaining enhanced clarity, greater confidence and increased leverage --
7. Discovering your life purpose and stirring your "fire within" --
8. The family wealth letter of intent: the most important document. Section III: The unique family planning issues addressed in family wealth counseling --
9. Understanding the psychological pyramid of priorities --
10. Planning with your heart as well as your head --
11. Resolving family conflicts and repairing broken relationships --
12. Preparing your heirs for their inheritance --
13. Building a strong family tree: a lasting legacy for future generations --
14. Influencing your adult children: it is never too late --
15. Assembling an effective planning team. Section IV: The unique philanthropic planning issues addressed in family wealth counseling --
16. Building bridges instead of walls --
17. Casting a shadow beyond the grave --
18. Building family unity through philanthropy --
19. Changing the world --
one life at a time --
Addenda: --
1. Reviews of recommended reading --
2. Certified family wealth counselor training requirements --
3. About the National Association of Family Wealth Counselors --
4. Contributing authors --
Technical supplement: The common planning tools and techniques of our profession --
Sample case studies.
Responsibility: Jay Link.

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