LEADER 00000pam  2200313 i 4500 
003    DLC 
005    20170601102631.0 
008    170210s2017    njua     b    001 0 eng   
010      2016054269 
020    9781119264705 (cloth) 
040    DLC|beng|erda|cDLC|dIMmBT|dUtOrBLW 
042    pcc 
082 00 332.024/01|223 
092    332.02401|bCOL 
100 1  Cole, Michael,|d1960-|eauthor. 
245 10 More than money :|ba guide to sustaining wealth and 
       preserving the family /|cMichael A. Cole. 
264  1 Hoboken, New Jersey :|bWiley,|c[2017] 
300    xiv, 170 pages :|billustrations ;|c24 cm. 
336    text|btxt|2rdacontent 
337    unmediated|bn|2rdamedia 
338    volume|bnc|2rdacarrier 
504    Includes bibliographical references and index. 
520    More Than Money provides a high-level, integrated approach
       to preserving both financial resources and family harmony.
       Research has shown a failure rate of 70 percent in long-
       term multigenerational wealth management, and contrary to 
       popular assumption, only five percent of that failure is 
       due to bad investment, poor tax planning, or inadequate 
       performance by legal and financial advisors. The number-
       one reason family wealth management fails is the family 
       itself; poor communication, lack of trust, divergent 
       visions, and a failure to prepare succeeding generations 
       will tear down the resources the family has worked so hard
       to build. Traditional wealth management cannot fix this. 
       Instead, this book offers a fresh approach that integrates
       strategic and tactical wealth management to align the 
       family's assets with the family members. With helpful 
       tools and advice drawn from a real-world understanding of 
       family complexities, you'll improve your ability to 
       preserve your family's resources over multiple 
       generations.  With an expert's perspective on the real 
       forces behind successful family wealth management, this 
       book provides a clear model and a practical roadmap for 
       long-term financial preservation.   Develop a shared 
       family vision and mission Improve communication and trust 
       among members Merge strategic and tactical planning Ensure
       the longevity of your family's wealth The wealth 
       management sphere tends to focus on taxes, investments, 
       banking, and estate planning, but little thought is given 
       to the people themselves--this overlooks the fact that 
       individual family members are the most critical factor in 
       multigenerational wealth management, and fails to provide 
       solutions. More Than Money merges traditional strategies 
       with family dynamics, communication, governance, and 
       preparation to help your resources last for generations to
       come. 
650  0 Finance, Personal. 
650  0 Rich people|xFinance, Personal. 
650  0 Investments. 
830  0 Bloomberg financial series.