Complete Family Wealth. Keith Whitaker

      

      Table of Contents

      1  Cover

      2  Title Page

      3  Copyright

      4  Dedication

      5  Epigraph

      6  Preface to the Second Edition

      7  Preface to the First Edition

      8  INTRODUCTION: An Invitation A Welcome from James (Jay) Hughes, Esq. A Welcome from Dr. Susan Massenzio A Welcome from Dr. Keith Whitaker The Path Ahead

      9  PART ONE CHAPTER 1: Complete Wealth Right Understanding Complete Wealth The Five Types of Qualitative Capital Growing Capital A Provocative Comparison Measuring Qualitative Capital Note CHAPTER 2: Family Enterprise Affinity Flourishing The Three-Circle Model Active Ownership Transition Time Notes CHAPTER 3: Principles

      10  PART TWO CHAPTER 4: The Rising Generation Why Rising? The Effects of the Black Hole The Challenge Meeting the Challenge Rising in the Middle Passage Setting Off CHAPTER 5: The Big Reveal Confirmation What's Next? The Pause Courage CHAPTER 6: Parents Giving Know Thyself Nothing Too Much How Much Is Enough? Fair versus Equal? Communication and Control Giving as Grandparents Letting Go Note CHAPTER 7: Spouses Tough Questions Fiscal Difference The Three-Step Process Spouses and Family Meetings Blended Families Note CHAPTER 8: Elders “Old Age Hath Yet Its Honor and Its Toil” Characteristics Two Practices CHAPTER 9: Trustees and Beneficiaries Human Consequences Vocabulary Activity Distributions Conclusion Note CHAPTER 10: Advisers Questions to Consider Money Personnes de Confiance Counselors, Coaches, and Facilitators Mentors A Father's Wisdom CHAPTER 11: Friends Friends as Wealth Wealth and Friends Notes

      11  PART THREE CHAPTER 12: Character History What