Taylor The Business of Family

How to Stay Rich for Generations
1. Auflage 2015
ISBN: 978-1-137-48787-2
Verlag: Palgrave Macmillan US
Format: PDF
Kopierschutz: 1 - PDF Watermark

E-Book, Englisch, 193 Seiten, eBook

The Business of Family teaches readers how to write their own family business plan using time-tested strategies from the corporate world to provide a practical, user-friendly method that ensures their family knows where it's been, where it's headed, and how it's going to get there.

Zielgruppe

Research

Autoren/Hrsg.

Taylor, L.

Inhaltsverzeichnis

Foreword by Philip V. Swan Acknowledgements Introduction First Things First 1. Strategy: A Blueprint for Your Family 2. Mission: Keeping Your Family on Track 3. Vision and Values: Put Family Members and Principles First Getting Your Family On Board 4. Forging Family Partnerships 5. Setting Goals and Celebrating Milestones 6. Every Family Member Matters: Roles, Responsibilities, and Making Decisions Family Investing Is More Sense than Dollars 7. Family I.Q.: Education and Training 8. Family E.Q.: Getting Along to Get Ahead 9. Family Audit: Guidance and Mentoring Staying On Track 10. Financial Sustainability: Working with Your Money, Not against It 11. Family Sustainability: Risk and Resilience Long-Term Planning 12. Family Dividends: Gratitude and Legacy 13. Family R&D: Preparing the Next Generation 14. The Future of Your Family: No Success without Succession

Über Autor(innen)

Linda Davis Taylor is the CEO and Chairman of Clifford Swan Investment Counsel in Pasadena, California. A participant in a fourth generation family business, Linda is a frequent speaker on wealth transition, family governance, and philanthropy. In addition to her investment counsel career, she has had over twenty-five years experience in senior leadership positions at Emory University, Claremont McKenna College, Amherst College, and Scripps College. Linda has served as a trustee for numerous educational and non-profit organizations and is a co-founder of a private foundation. She and her husband are the parents of two adult daughters.