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The Business of Family teaches readers how to write their own family business plan using time-tested strategies from the corporate world to provide a practical, user-friendly method that ensures their family knows where it's been, where it's headed, and how it's going to get there.Foreword by Philip V. Swan Acknowledgements Introduction First Things First 1. Strategy: A Blueprint for Your Family 2. Mission: Keeping Your Family on Track 3. Vision and Values: Put Family Members and Principles First Getting Your Family On Board 4. Forging Family Partnerships 5. Setting Goals and Celebrating Milestones 6. Every Family Member Matters: Roles, Responsibilities, and Making Decisions Family Investing Is More Sense than Dollars 7. Family I.Q.: Education and Training 8. Family E.Q.: Getting Along to Get Ahead 9. Family Audit: Guidance and Mentoring Staying On Track 10. Financial Sustainability: Working with Your Money, Not against It 11. Family Sustainability: Risk and Resilience Long-Term Planning 12. Family Dividends: Gratitude and Legacy 13. Family R&D: Preparing the Next Generation 14. The Future of Your Family: No Success without Succession
'Linda Davis Taylor has written a very thoughtful, practical book on family wealth. Many families would benefit from reading and sharing it.' Kathryn A. Hall, CEO and co-CIO of Hall Capital Partners LLC
'The Business of Family is destined to become the standard work in the realm of family wealth management. Well-written, clear, and user friendly, this helpful guide will direct interested individuals upon the right course to best financially manage their most precious asset: their family.' Laura Skandera Trombley, President of The Huntington Library, Art Collections, and Botanical Gardens
'Linda elegantly tackles two of the most emotional subjects in the world family and money. The Business of Family is a valuable resource filled with engaging stories and actionable strategies that can helló!
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