The Resource Family wealth counseling : getting to the heart of the matter : a revolution in estate planning for wealthy families, Jay Link

Family wealth counseling : getting to the heart of the matter : a revolution in estate planning for wealthy families, Jay Link

Label
Family wealth counseling : getting to the heart of the matter : a revolution in estate planning for wealthy families
Title
Family wealth counseling
Title remainder
getting to the heart of the matter : a revolution in estate planning for wealthy families
Statement of responsibility
Jay Link
Creator
Subject
Genre
Language
eng
Cataloging source
VF#
http://library.link/vocab/creatorName
Link, E. G
Dewey number
332.024016
Illustrations
  • portraits
  • charts
Index
no index present
LC call number
KF750
LC item number
.L525 1999
Literary form
non fiction
Nature of contents
  • dictionaries
  • bibliography
http://library.link/vocab/subjectName
  • Estate planning
  • Charitable bequests
  • Charitable bequests
  • Estate planning
  • United States
Label
Family wealth counseling : getting to the heart of the matter : a revolution in estate planning for wealthy families, Jay Link
Link
Instantiates
Publication
Accompanying material
technical supplement (iv, 60 pages : charts ; 22 cm))
Bibliography note
Reviews of recommended reading (pages 347-371)
Carrier category
volume
Carrier category code
nc
Carrier MARC source
rdacarrier
Content category
text
Content type code
txt
Content type MARC source
rdacontent
Contents
  • Section I: The unique critical mental angle of family wealth counseling -- 1. What makes the family wealth counseling approach unique? -- 2. Understanding your family's wealth: avoiding the two greatest misconceptions -- 3. Processing critical mental angles: Learning to think beyond ... -- 4. Understanding the impact of the three phases of the family wealth counseling process
  • Section II: The unique counseling process of family wealth counseling -- 5. The client retreat: the most important day -- 6. The power is in the questions: gaining enhanced clarity, greater confidence and increased leverage -- 7. Discovering your life purpose and stirring your "fire within" -- 8. The family wealth letter of intent: the most important document
  • Section III: The unique family planning issues addressed in family wealth counseling -- 9. Understanding the psychological pyramid of priorities -- 10. Planning with your heart as well as your head -- 11. Resolving family conflicts and repairing broken relationships -- 12. Preparing your heirs for their inheritance -- 13. Building a strong family tree: a lasting legacy for future generations -- 14. Influencing your adult children: it is never too late -- 15. Assembling an effective planning team
  • Section IV: The unique philanthropic planning issues addressed in family wealth counseling -- 16. Building bridges instead of walls -- 17. Casting a shadow beyond the grave -- 18. Building family unity through philanthropy -- 19. Changing the world -- one life at a time -- Addenda: -- 1. Reviews of recommended reading -- 2. Certified family wealth counselor training requirements -- 3. About the National Association of Family Wealth Counselors -- 4. Contributing authors -- Technical supplement: The common planning tools and techniques of our profession -- Sample case studies
Extent
1 online resource (xxviii, 388 pages
Form of item
online
Media category
unmediated
Media MARC source
rdamedia
Media type code
n
Other physical details
portrait, charts ;
Specific material designation
remote
System control number
(OCoLC)1034665683
Label
Family wealth counseling : getting to the heart of the matter : a revolution in estate planning for wealthy families, Jay Link
Link
Publication
Accompanying material
technical supplement (iv, 60 pages : charts ; 22 cm))
Bibliography note
Reviews of recommended reading (pages 347-371)
Carrier category
volume
Carrier category code
nc
Carrier MARC source
rdacarrier
Content category
text
Content type code
txt
Content type MARC source
rdacontent
Contents
  • Section I: The unique critical mental angle of family wealth counseling -- 1. What makes the family wealth counseling approach unique? -- 2. Understanding your family's wealth: avoiding the two greatest misconceptions -- 3. Processing critical mental angles: Learning to think beyond ... -- 4. Understanding the impact of the three phases of the family wealth counseling process
  • Section II: The unique counseling process of family wealth counseling -- 5. The client retreat: the most important day -- 6. The power is in the questions: gaining enhanced clarity, greater confidence and increased leverage -- 7. Discovering your life purpose and stirring your "fire within" -- 8. The family wealth letter of intent: the most important document
  • Section III: The unique family planning issues addressed in family wealth counseling -- 9. Understanding the psychological pyramid of priorities -- 10. Planning with your heart as well as your head -- 11. Resolving family conflicts and repairing broken relationships -- 12. Preparing your heirs for their inheritance -- 13. Building a strong family tree: a lasting legacy for future generations -- 14. Influencing your adult children: it is never too late -- 15. Assembling an effective planning team
  • Section IV: The unique philanthropic planning issues addressed in family wealth counseling -- 16. Building bridges instead of walls -- 17. Casting a shadow beyond the grave -- 18. Building family unity through philanthropy -- 19. Changing the world -- one life at a time -- Addenda: -- 1. Reviews of recommended reading -- 2. Certified family wealth counselor training requirements -- 3. About the National Association of Family Wealth Counselors -- 4. Contributing authors -- Technical supplement: The common planning tools and techniques of our profession -- Sample case studies
Extent
1 online resource (xxviii, 388 pages
Form of item
online
Media category
unmediated
Media MARC source
rdamedia
Media type code
n
Other physical details
portrait, charts ;
Specific material designation
remote
System control number
(OCoLC)1034665683

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