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by Michael A. Cole
More Than Money
Cover
Title Page
Copyright
Dedication
Preface
Acknowledgments
About the Author
Part I: The Meaning of Wealth
Chapter 1: The Wealth Management Challenge
Notes
Chapter 2: Wealth Is More Than Money
The Rockefellers: An Emphasis on Wealth‐Building and Philanthropy
All about Oprah
Finding a Singular Purpose
The Advantages of Great Wealth . .
. . . and the Drawbacks
The Rich Life: A Case Study
Another View
Notes
Chapter 3: The Impact of Wealth Stewardship
Three Families: The Hands‐on Patriarch
Three Families: The Silver Spoon
Three Families: The Middle Ground
Notes
Part II: Understanding the Wealth Management Process
Chapter 4: The Importance of Integrating Tactical and Strategic Wealth Management
The Beginning: Questions and Answers about Strategic and Tactical Wealth Planning
The Elements of Business Planning versus Strategic Wealth Planning
Notes
Chapter 5: Should We Manage Wealth as a Family?
Family Offices: Will You Need One?
The First Family Office—and a Mistake
Notes
Chapter 6: The Story of Wealth Creation: Why It Matters
The Family Narrative
Why the Family History Should Be Told to Children, Too
Telling It All
Recovering the Legacy
A Family Legacy
A Legacy Lost—and Recaptured
Notes
Chapter 7: Vision and Mission: The Past, the Present, and the Future
The Essential Question
Vision and Mission
Getting Started
Notes
Chapter 8: Family Governance: Roles and Responsibilities, Decision Making, and Conflict Resolution
Instituting Family Governance
Governing the Family
The Family Constitution and Bylaws
Changing the Constitution
It's Not All about Rights
The Family Assembly and the Family Council
Types of Governance
A Critical Factor
When Conflict Threatens the Family Enterprise
Engaged or Inactive Family Members
Notes
Chapter 9: Developing Future Leadership
Where Are the Leaders?
Building Leadership
Learning to Lead
The Best Mentors
Notes
Chapter 10: Family Education: Building a Culture of Learning and Continuous Improvement
Preparing the Kids
Money and Values
Managing Money: Younger Children
Managing Money: Older Children
Adults, Too
Notes
Chapter 11: Communication and Alignment: Working Together as a High‐Functioning Team
Who Needs to Be Heard?
The Perils of the “Other Conversation”
Methods of Communication
Who Talks?
Notes
Chapter 12: Integrating Tactical Wealth Management
Cash Flow, Budgeting, and Financial Forecasting
Banking
Tax Planning and Compliance
Risk Management
Asset and Investment Management
Business Management and Direct Investment
Family Office Creation and Management
Information Management and Reporting
Winding Up
Notes
Chapter 13: Getting It Right
Facing the Future: Transition from a Business Executive to Running a Financial Enterprise
The New World: The Singleton Family Enterprise Two Years Later
Index
End User License Agreement
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Dedication
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Copyright
MORE THAN MONEY
A Guide to Sustaining Wealth and Preserving the Family
Michael A. Cole
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