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Author: Todd Mayo
Publisher:
Published: 2020-08-12
Total Pages: 357
ISBN-13: 9781787423145
DOWNLOAD EBOOKThis handbook is a comprehensive resource for lawyers, accountants, family office executives and any others who advise ultra-wealthy families on private trust companies. Featuring chapters written by leading practitioners, it fully explores the legal, regulatory and practical dimensions of forming and operating a private trust company.
Author: Kirby Rosplock
Publisher: John Wiley & Sons
Published: 2020-11-24
Total Pages: 487
ISBN-13: 1119694000
DOWNLOAD EBOOKDiscover new insights on how to setup, manage, and advise wealthy families and their family offices The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series. This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs. This book teaches those who advise family offices and wealthy families on: · How to setup, structure, and advise a family office · Current compliance, fiduciary and risk management practices for a family office · Forward-thinking investment management, estate planning, and private trust company considerations · Fresh insights on philanthropy, legacy, and impact investing · Best practices to managing family wealth education and preparing next generation owners · New insights on family governance, strategic planning, and succession · Methods to create a family constitution, mission, and vision for families and their family offices. The Complete Family Office Handbook provides the most comprehensive, current research, practical guidance, and approaches from leading family offices from around the globe and illustrates, by way of practical case studies and examples, how families can effectively manage their wealth for the long term.
Author: Joel Peterson
Publisher: AMACOM
Published: 2016-05-18
Total Pages: 146
ISBN-13: 081443746X
DOWNLOAD EBOOKBecause of trust in leadership, in each other, and in the mission, a tiny company like John Deere grew into a worldwide leader. On the opposite spectrum, a lack of trust is what eventually sank the seemingly unsinkable corporation of Enron. A culture of trust for all companies large and small is invaluable. Trust turns deflection into transparency, suspicion into empowerment, and conflict into creativity. And what many have learned unfortunately is that no enterprise is too large or too successful to withstand a lack of trust within its walls.In The 10 Laws of Trust, JetBlue chairman and Stanford Graduate School of Business professor Joel Peterson explores how a culture of trust gives companies an edge. Consider this: What does it feel like to work for a firm where leaders and colleagues trust one another? Peterson has found that, when freed from micromanagement and rivalry, every employee contributes his or her best. Risk taking and innovation become the norm. In clear, engaging prose, highlighted by compelling examples, Peterson details how to establish and maintain a culture of trust, including:• Start with integrity• Invest in respect• Empower everyone• Require accountability• Keep everyone informed• And much more!As Peterson notes, “When a company has a reputation for fair dealing, its costs drop: Trust cuts the time spent second-guessing and lawyering.” With this indispensable resource for businesses large and small, you will learn how to plant the seeds of trust throughout your organization--and reap the rewards of reputation, profits, and success!
Author: Denis Clifford
Publisher: Nolo
Published: 2021-03-30
Total Pages: 312
ISBN-13: 1413328407
DOWNLOAD EBOOKA do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.
Author:
Publisher:
Published: 1906
Total Pages: 372
ISBN-13:
DOWNLOAD EBOOK1904 edition includes Hawaii; -1914 include Canada, Hawaii and Cuba; 1915- include Alaska and Hawaii.
Author: Vickie Schumacher
Publisher: Schumacher Publishing
Published: 1990
Total Pages: 230
ISBN-13:
DOWNLOAD EBOOKWritten in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.
Author: Hartley Goldstone
Publisher: John Wiley & Sons
Published: 2015-10-05
Total Pages: 324
ISBN-13: 1119118263
DOWNLOAD EBOOKAn insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust; you'll learn what type of person makes the best trustee, how to be an excellent beneficiary, and the technical aspects that help you build a better trust from the very beginning. There's been a staggering increase in trustee/beneficiary litigation and hostility, but that doesn't mean it's inevitable. Plenty of trusts are running smoothly, with positive experiences on all sides. This book shows you how to set up your trust to succeed from the start, with step-by-step guidance and expert insight. Express clear and thoughtful intent for the trust Create a healthy and supportive culture Select the right trustee, trust protector, and trust advisor Take the time to prepare before initially meeting the beneficiary Conduct a productive first meeting to set a tone for the relationship Historically, there has been little consideration given to the culture of trusts, and this oversight may be a key driver of the behavior that's becoming more prevalent. Family Trusts explores the nature of these relationships, and shows you how to build a trust that retains the nature and spirit with which it was intended.
Author: M.Todd Henderson
Publisher: Cambridge University Press
Published: 2019-08-15
Total Pages: 235
ISBN-13: 1108494234
DOWNLOAD EBOOKTraces the history of innovation and trust, demonstrating how the Internet offers new ways to rehabilitate and strengthen trust.
Author: Justin Basini
Publisher: Pearson UK
Published: 2012-10-12
Total Pages: 165
ISBN-13: 0273745530
DOWNLOAD EBOOKHOW TO WIN TRUST AND INFLUENCE CUSTOMERS This revealing book shows how the only reliable route to sustainable business growth and profit is to build trust in your company. Justin Basini presents an array of surprising insights based on his in-depth research and on exclusive interviews with business leaders. He takes a practical approach that will help you assess the level of trust in your business – and help you improve it, offering achievable solutions as well as new frameworks, insights and approaches to marketing.
