A

1. Academy of Achievement
2. Accounting, tactical aspect
3. Adults, money management
4. Advisors
   1. advisees, relationship
   2. backgrounds
   3. compensation, conflicts of interest
   4. engagement
   5. strategic elements
   6. tactical issues
5. Advisory team, impact
6. All-hands-on-deck assembly
7. *Allison, Mark (case study)
8. American Red Cross
   1. mission statement
9. A&P fortune
10. Asset allocation
    1. tactical aspect
11. Asset management

B

1. Bangser, Andrew
2. Banking
   1. opportunities
   2. requirements
3. Beauchamp, Parker
4. Belonging, sense (promotion)
5. *Bergmond family (case study)
6. Biltmore, The
7. Bitterman, Stephen R.
8. Blakely, Sara
9. Bloomberg Advantage
10. Board membership, candidates (suggestions/discussions)
11. Boston College Center on Wealth and Philanthropy (study)
12. Branson, Richard
13. Breakers, The
14. Brier, Marcia C.
15. Budgeting
16. Buechner, Frederick
17. Buffett, Warren
18. Business
    1. business-owning family
    2. business-related responsibilities, absence
    3. commitment
    4. enterprise, profile
    5. executive, transition
    6. growth
    7. internal machinations
    8. management
       1. family wealth management, separation
    9. owner family, defining
    10. planning

C

1. Capital
   1. long-term requirements/short-term requirements
   2. private capital, role
2. Cash balances, reporting
3. Cash flow
   1. planning
4. Caspar, Christian
5. Chan, Priscilla
6. Charlize Theron Africa Outreach Project
7. Chase Manhattan Bank, NA
8. Children
   1. family history, telling
   2. financial matters, education/preparation
   3. privilege
   4. venture, example
9. Clemens family (fortune loss)
10. Clients
    1. client-to-team member ratio
    2. experience
    3. face-to-face communication
11. Clifton Strengthsfinder (Gallup Press)
12. Coaching (internal and external)
13. Cole, Suzanne
14. Collaborative decision making, empowerment (impact)
15. Combs, James G.
16. Common interests, regulation
17. Communication
    1. client face-to-face communication
    2. electronic communication, usage
    3. impact
    4. methods
    5. plan
    6. planning
    7. protocols, establishment
    8. rehearsal, avoidance
    9. skills
    10. subcommittee
18. Community (family value)
19. Company
    1. history
    2. plans
20. Compensation models
21. Conchie, Barry
22. Confidentiality, concern
23. Conflict
    1. impact
    2. inevitability
    3. management, establishment
    4. resolution
24. Connectedness, sense
25. Consensus, usage
26. Content, attention
27. Continuity plans
28. Continuous improvement, culture (building)
29. Control, internal locus
30. Cooper, Anderson
31. Cornell University
32. Corporate ethos, description
33. Craig, David
34. Creativity, tolerance
35. Credit
    1. long-term lines/short-term lines
    2. management
36. Culture, building
37. CVS, vision statement

D

1. Daniell, Mark Haynes
2. DarcMatter
3. Decision making
   1. blueprint/problems
   2. collaborative decision making, empowerment (impact)
   3. establishment
   4. framework, building
   5. processes
4. Deductions, usage
5. Development programs, creation
6. Dias, Ana Karina
7. Diller, Barry
8. Direct investment
9. Diversification
   1. plan, development
   2. program, implementation
10. Due diligence
11. Duke, Marshall
12. Dunn, Elizabeth
13. Dyer, Wayne

E

1. Economies of scale
2. Economy, improvement
3. Educational program, development
4. Education, importance
5. Electronic communication, usage
6. Elstrodt, Heinz-Peter
7. Embedded family offices
8. Embedded offices, effectiveness (consideration)
9. Emotional intelligence, impact
10. Empathy, presence
11. Empowerment, impact
12. Ending note
13. Enterprises
    1. board, provisions
    2. exit, example
    3. operation
14. Entrepreneurs
    1. family business building
    2. traits
15. Entrepreneurship
16. Equities, risk
17. Estate distribution, example
18. Estate planning
    1. family service
    2. issues
    3. tactical aspect
19. Ethical choices
20. Ethical wills, usage
21. Evaluative mediation
22. Evans, Janelle

F

1. FaceTime, usage
2. Face-to-face communication
3. Facilitative mediation
4. Families
   1. accomplishments, focus
   2. advisory team, coordination
   3. approaches
   4. assembly
      1. duties
   5. banking requirements
   6. beliefs, vision statement definitions
   7. branches, communication
   8. business
      1. building
      2. expansion
      3. running, reluctance
   9. bylaws
   10. catastrophes, impact
   11. collective capacity, leverage
   12. communication
       1. domination/planning
       2. structure
   13. composition, profile
   14. conflict resolution
   15. constituencies
   16. constitution
       1. consolidation
   17. continuity service
   18. conversation, perils
   19. council
   20. crisis, occurrence
   21. decision making
   22. dispersal
   23. education
   24. embedded family office
   25. enterprise
       1. conflict, impact
       2. informality, impact
   26. entities, complication
   27. family business, operation (strategic plan/tactics)
   28. fortunes, increase/loss
   29. geographic dispersal
   30. governance
   31. growth elements
   32. harmony
   33. history
   34. independence
   35. individual family, privacy (preference)
   36. information, communication
   37. interests, impact
   38. investment partnership, creation (example)
   39. investment portfolio
       1. efficiency/effectiveness, increase
   40. journey, question
   41. leadership development/assistance
   42. leaders, selection process
   43. legacy
   44. meetings
       1. agenda, setting
       2. arrangement
   45. members, education
   46. mission
   47. narrative
   48. needs
   49. operations/policies, planning/writing
   50. philanthropy service
   51. policies/position papers, drafting/revising
   52. portals
   53. position papers, drafting/revising
   54. purpose
   55. recordkeeping, security
   56. resources
       1. leverage
       2. managing/sustaining
   57. rights
   58. risk/reward, balance
   59. role clarification
   60. roles/responsibilities
   61. self-governance
   62. shared resources, sustaining
   63. stewards, duties
   64. stewardship, impact
   65. strategic elements
   66. strengths
       1. discovery
   67. structure, disappearance
   68. tactical issues
   69. term, usage
   70. values
       1. binding
       2. formalization
       3. identification
   71. vision
   72. vision/mission
       1. planning
       2. statements, plan
   73. weaknesses
5. “Family Stories That Bind Us, The” (Feiler)
6. Families with Purpose
7. Family Legacy and Leadership (Daniell/Hamilton)
8. Family members
   1. engagement/inactivity
   2. local investment opportunities
   3. roles
   4. trusted advisors, usage
9. Family Office Exchange
   1. instividual term
10. Family offices
    1. confidentiality
    2. creation/management
    3. embedded family officers
    4. involvement
    5. mistakes
    6. multifamily offices (MFOs)
    7. questions
    8. requirement
    9. services
    10. single-family offices (SFOs)
11. Family wealth
    1. business
    2. embarrassment
    3. enterprise, strategic plan/tactics
    4. examples
    5. management
    6. sustaining
12. Family Wealth: Keeping It In the Family (Hughes)
13. Fee models
14. Fee structures, conflicts of interest
15. Feiler, Bruce
16. Financial advisor/planner, importance
17. Financial assets
18. Financial capital
19. Financial decisions
20. Financial enterprise, running
21. Financial family
22. Financial forecasting
23. Financial games, usage
24. Finding Your Roots (Gates, Jr.)
25. First-generation wealth creators, impact
26. Foley, Henry
27. Ford Foundation, mission
28. Ford, Gerald
29. Ford Motor Company, vision statement
30. Foster, Lauren
31. Foundation Center, The
32. Foundation Source
33. Founding dream
34. 46664
35. Frank, Robert
36. Free the Children
37. Fulfillment, feelings
38. Fun for Kids
39. Futurewealth Report, The

G

1. Gallup Press, Clifton Strengthsfinder
2. *Gardenia family (case study)
3. Gates, Bill/Melinda
4. Gates Jr., Henry Louis
5. Generational differences
6. Generational shifts
7. Gilovich, Thomas
8. Giving Pledge
9. Glemser, Anne-Catrin
10. Global Impact Investing Network
11. Goal direction
12. Goal-driven data, measurement/reporting
13. Governance
    1. body, purpose/rules
    2. documents, usage
    3. effectiveness
    4. family governance
    5. framework
    6. models, impact
    7. structure
       1. absence
       2. impact
    8. tools
    9. types
14. Gray, Lisa
15. Growth, exhibition
16. Grubman, Jim
17. Gunther, Robert

H

1. Hamilton, Sarah S.
2. Hanh, Thich Nhat
3. Hartford family (fortune loss)
4. Hartford II, Huntington (business investment)
5. Hawthorn Institute
6. Health (family value)
7. Health, improvement
8. Hicks family (multigenerational business)
9. High-functioning team, interaction
10. High-level experiential spending, pursuit
11. Howard Hughes Medical Foundation, purpose/objective
12. Howell, Ryan
13. Hughes, James
14. Human capital
15. Humanity, promotion of well-being

I

1. ImPact
2. Impact investment
3. Inactive members, removal
4. Individual family
   1. members, investment objectives
   2. privacy, preference
5. Information
   1. management/reporting
   2. sharing, avoidance
6. Information technology (IT) department, usage
7. Inheritance, nature (understanding)
8. Inheritors, perceptions
9. Insurance
   1. deficiencies
   2. planning
10. Integrity
    1. family value
    2. modeling
11. Intellectual capital
12. Intergenerational conversations
13. Investment
    1. education, structured program
    2. funds/managers, graduated fee schedule
    3. long-term investment plan
    4. management
    5. partnership, example
    6. philanthropy
    7. policy
       1. tactical aspect
    8. strategy (family service)
    9. style
    10. support

J

1. Jaffe, Dennis
2. Jaskiewicz, Peter
3. Jealousy, impact
4. “Joys and Dilemmas of Wealth, The,”18

K

1. *Kaufman family (case study)
2. Kennedy family, impact
3. Kennedy, Fitzgerald, Rose
4. Kennedy, Joseph P.
5. Kennedy III, Joseph Patrick
6. Kennedy Jr., Edward
7. Kennedy, Jr., Robert
8. Kennedy, Patrick J.
9. Kenyon-Rouvinez, Denise
10. Klepper, Michael
11. Knowledge, flow

L

1. Law firms, advice (example)
2. Leaders
   1. actions
   2. issues
   3. location
   4. qualities
3. Leadership
   1. assistance
   2. building
   3. development
   4. disciplines
   5. model, development
   6. potential, assessment
   7. training programs
   8. traits, embodiment
   9. values, acid test
4. Leadership Academy for Girls
5. Leading, learning process
6. Learning, culture (building)
7. Legacy
   1. family legacy
   2. letter
   3. loss/recapture
   4. recovery
8. Legal actions, example
9. Lilly Endowment, purpose
10. Lintz, Kathy
11. Liquidity, requirement
12. Listening, importance
13. Loans, long-term lines/short-term lines
14. Long-term capital requirements
15. Long-term investment plan
16. Long-term strategy development/implementation
17. Long-term tactical requirements/implementation
18. Long-term wealth preservation

M

1. MacArthur Foundation, mission
2. Mack, Linda
3. Mahmoud, Shanaz
4. Management style, impact
5. Mandela, Nelson
6. Marble House
7. Mass Mutual American Family Business Survey
8. McNees, Pat
9. *McMillian family (case study)
10. Mediation
    1. impact
    2. usefulness
11. Medicare taxes, payment
12. Memorial Sloan-Kettering Cancer Center
13. Mentors, qualities
14. Messages, transmission
15. Metropolitan Museum of Art
16. Middle-class lifestyle
17. Miller, Stephen P.
18. Mission
    1. family mission
    2. planning
19. Mission statement
    1. creation
    2. development
    3. fluidity
    4. usage
    5. *Mitchell family (case study)
20. Monetary lessons, absorption
21. Money
    1. management
    2. meaning
    3. movement
    4. values, relationship
22. Morehouse College, funding
23. Multifamily offices (MFOs)
24. Multigenerational businesses, strength
25. Multigenerational families, wealth
26. Multigenerational legacy
27. Multigenerational wealth management, stewardship model
28. Multiple generations, involvement
29. Museum of Modern Art
30. Musk, Elon
31. Myers-Briggs Type Indicator

N

1. Natural disasters
2. Net worth, profile
3. News, dissemination
4. Next-generation members, family firm entry
5. Nixon, Richard
6. Nonverbals, impact

O

1. Off-shore investments
2. Older children, money management
3. Open-mindedness, tolerance
4. Oprah Winfrey Network (OWN)
5. Organizational/family structure
6. Organizational structures
   1. disappearance
7. Organizational tools, usage
8. Organization, impact
9. Outside advisors, usage (example)
10. Ownership, legal structure

P

1. Paradise Island
2. Parents, Kids, and Money Survey (T. Rowe Price)
3. Partnership, establishment (example)
4. Peace over Violence
5. Personal beliefs, sharing
6. Personal fulfillment
7. Philanthropy
   1. emphasis
8. Pointers for Parents
9. Population Council
10. Postgraduate education/jobs, plans
11. Preisser, Vic
12. Preparing Heirs (Williams/Preisser)
13. PriceWaterhouseCoopers (PWC) survey
14. Private banking
15. Private capital, role
16. Problem solving, importance
17. Proprietors
    1. actions
    2. perception
18. Pulitzer family (fortune loss)

Q

1. Qualitative planning issues
2. Quantitative planning issues

R

1. Rainbow Comes and Goes, The (Cooper)
2. *Randal family, (case study)
3. Rath, Tom
4. “Representing Family Constituencies” (Shepherd)
5. Resources, managing/sustaining
6. Return expectations
7. Revenue sources
8. Risk
   1. appreciation, absence
   2. factors
   3. management
   4. reward, balance
   5. tolerance
9. Robbie, Elizabeth
10. Robbie family
    1. nonliquid assets
11. Robbie, Joe
12. Rockefeller Brothers Fund
13. Rockefeller Center
14. Rockefeller, David
15. Rockefeller III, John D.
16. Rockefeller IV, John D. “Jay”
17. Rockefeller, Jr., John D.
18. Rockefeller, Laurance
19. Rockefeller, Laura Spelman
20. Rockefeller, Nelson
21. Rockefellers
    1. philanthropic discussions
    2. wealth-building/philanthropy, emphasis
22. Role clarification

S

1. Samuel Bronfman Foundation (vision statement)
2. Schiff, Lewis
3. Schlossberg, Caroline Kennedy
4. Schoedinger family (multigenerational business)
5. Scott, Cynthia
6. Self-worth
   1. sense
7. Service models
8. Shepherd, Sylvia
9. Sherman Antitrust Act
   1. Shirtsleeves to shirtsleeves, adage
   2. phenomenon, avoidance
   3. wealth problem
10. Short-term capital requirements
11. Short-term tactical requirements
12. Single-family offices (SFOs)
    1. expense
    2. Singleton* family
13. Skype, usage
14. Snapchat
15. Social media, proliferation
16. Soft skills
17. Speaker, concentration
18. Spelman College, funding
19. Spiegel, Evan
20. Spiritual beliefs, sharing
21. Spirituality (family value)
22. Stakeholders, information (provision)
23. Stalk, Jr., George
24. Standard Oil, benefits
25. State of the Art in Family Wealth Management, The
26. Stein, Helene W.
27. Stewards
    1. duties
28. Stewardship
    1. impact
    2. model
29. St. Jude Children's Research Hospital, mission statement
30. Strangers in Paradise (Grubman)
31. Strategic planning, necessity
32. Strategic plan/tactics
33. Strategic thinking
34. Strategic wealth management
    1. questions/answers
    2. tactical wealth management, integration
35. Strategic wealth planning, elements
36. Strengths Based Leadership (Rath/Conchie)
37. Succession plans
38. Sudden wealth syndrome (SWS), signs

T

1. Tactical issues, strategic framework
2. Tactical skills, presence
3. Tactical wealth management
   1. complications
   2. integration
   3. questions/answers
   4. strategic wealth management, integration
4. Talent themes
5. Talking stick, usage
6. Tax advisors/consultants team
7. Tax burdens
8. Tax compliance
9. Tax planning
   1. family service
   2. tactical aspect
10. Tax-reduction strategies
11. Team-based compensation program, offering
12. Team composition
13. Team members, compensation
14. Themint.org (financial education)
15. Thomas, Danny
16. ThreeJars (financial literacy program)
    1. approach
17. Tips for Teens
18. Top-down governance, patriarchal style
19. Townsend, Kathleen Kennedy
20. Transaction processing, reporting
21. Transformative mediation
22. T. Rowe Price
23. Trusteeship (family service)
24. Trusts, limitations
25. Turner, Ted (purpose)
26. Twain, Mark

U

1. Ultra-high-net-worth
   1. clients
2. Ultra-high-net-worth families
   1. inheritances
   2. team, designation
3. Uncertainty, tolerance
4. Unity, sense (promotion)
5. USC Marshall School of Business

V

1. Values
   1. articulation
   2. creation
   3. family identification
   4. family member understanding
   5. money, relationship
   6. values-based strategy
2. Values Edge System, The (Jaffe/Scott)
3. Vanderbilt, Cornelius
   1. death
4. Vanderbilt, Frederick William
5. Vanderbilt, George Washington
6. Vanderbilt, Gloria
7. Vanderbilt II, Cornelius
8. Vanderbilts, wealth diminishment
9. Vanderbilt, William Henry
10. Vanderbilt, William K.
11. Venture capital firms, employment example
12. Venture capitalism, example
13. Vision
14. Vision statement
    1. creation/initiation
    2. expression
    3. future
    4. usage
    5. writing
15. von Furstenberg, Diane

W

1. Ward, John
2. Wealth
   1. advantages
   2. advisors, questions
   3. business
   4. case study
   5. creation
   6. creators
   7. disadvantages
   8. empowerment
   9. history
      1. context
   10. long-term family sustainability
   11. managers, impact
   12. money, comparison
   13. multigenerational families
   14. parent attitude
   15. perspective, alternative
   16. planning, strategic dimensions
   17. positive aspects
   18. preservation
   19. problem
   20. proprietors, impact
   21. psychological issues
   22. stewardship, impact
   23. team composition
   24. transition
   25. triangle
   26. usage
   27. wealth-building, emphasis
3. Wealth management
   1. activities
   2. challenge
   3. concepts, agreement
   4. family approach
   5. future
   6. integrated approach
   7. integration
   8. perception
   9. services, provision
   10. sustaining
4. Webinars, usage
5. What-if cost/benefit analysis
6. Wiesel, Elie
7. Williamson, Marianne
8. Williams, Roy
9. Willingness, importance
10. *Wilson, Ken (case study)
11. Winfrey, Oprah
12. Wire transfers
13. W.K. Kellogg Foundation, vision
14. Women for Women International
15. Women in the World Foundation
16. Woolworth family (fortune loss)
17. World Wealth Report (2015)
18. Written contract, usage

Y

1. Younger children, money management
2. Yuengling family (multigenerational business)

Z

1. Zambelli family (multigenerational business)
2. Zildjian family (multigenerational business)
3. Zuckerberg, Mark