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II. Family Practices
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II. Family Practices
by James E. Hughes Jr.
Family Wealth: — Keeping It in the Family — How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations, Revised and Expanded Edition
Copyright
Preface
Acknowledgments
Introduction
I. My Philosophy
1. Long-Term Wealth Preservation as a Question of Family Governance
1.1. I. The Question
1.2. II. The Problem
1.3. III. The Theory
1.4. IV. The Solution
1.5. V. The Practice
1.6. Chapter Notes
II. Family Practices
2. The Family Mission Statement
3. Ritual
3.1. Chapter Notes
4. The Family Balance Sheet and Family Income Statement
4.1. The Family Balance Sheet
4.2. The Income Statement
5. Investor Allocation
5.1. Chapter Notes
6. Two Important Practices
6.1. Hat Work
6.2. Grandchild/Grandparent Philanthropy
6.3. Chapter Notes
7. The Family Bank
8. Protectors, Advisers, Mentors, and Hommes d'Affaires
8.1. Protectors
8.2. Advisers
8.3. Mentors
8.4. Hommes d'Affaires
8.5. Chapter Notes
III. Roles and Responsibilities
9. Control Without Ownership
10. Beneficiaries
10.1. Chapter Notes
11. Trustees
11.1. Administration of the Trust
11.2. Investment of the Trust
11.3. Distribution of the Trust
11.4. Chapter Notes
12. Family Philanthropy
12.1. Chapter Notes
13. Evaluating the Next Generation
13.1. Chapter Notes
14. Peer Review
15. The Private Trust Company
15.1. Chapter Notes
IV. Reflections
16. The Role of Aunts and Uncles
17. The Art and Practice of Mentorship
17.1. What Mentorship Is Not
17.2. The Six Functions of a Mentor
17.3. In Closing
17.4. Chapter Notes
18. The Role of Elders
18.1. Chapter Notes
19. The Trustee as Mentor
19.1. In Conclusion
19.2. Chapter Notes
20. The Trustee as Regent
21. Unexpected Consequences of a Perpetual Trust
21.1. The Law of Unexpected Consequences
21.2. Society and the Perpetual Trust
21.3. The Law of Entropy
21.4. Chapter Notes
EPILOGUE
Bibliography
About the Author
About Bloomberg
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1. Long-Term Wealth Preservation as a Question of Family Governance
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2. The Family Mission Statement
Part II. Family Practices
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