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Avoid the pitfalls of family wealth and business ownership
The Transformative Power of Family Wealth is a uniquely insightful discussion of how wealth and business owning families can secure their futures while contributing to their communities and society at large. Lawyer, wealth advisor, educator and consultant, Philip Marcovici, walks you through the steps you need to take to achieve success and stability for your family and its business and investment interests. You'll also learn to responsibly steward your business and investments so you can continue to be a positive force in society for the long term.
With a focus on concepts of sustainability and resilience, Marcovici explains the psychology of wealth, how it can become a negative influence on family harmony, and how to harness business ownership and capital to maintain a benevolent impact on society.
An essential resource for wealth- and business-owning families, as well as the advisors, consultants, and professionals who serve these groups, The Transformative Power of Family Wealth is also a must-read for lawyers, accountants, asset managers, and trust company professionals who help wealth owning individuals and families navigate the challenges of asset and business ownership.
Avoid the pitfalls of family wealth and business ownership
The Transformative Power of Family Wealth is a uniquely insightful discussion of how wealth and business owning families can secure their futures while contributing to their communities and society at large. Lawyer, wealth advisor, educator and consultant, Philip Marcovici, walks you through the steps you need to take to achieve success and stability for your family and its business and investment interests. You'll also learn to responsibly steward your business and investments so you can continue to be a positive force in society for the long term.
With a focus on concepts of sustainability and resilience, Marcovici explains the psychology of wealth, how it can become a negative influence on family harmony, and how to harness business ownership and capital to maintain a benevolent impact on society.
An essential resource for wealth- and business-owning families, as well as the advisors, consultants, and professionals who serve these groups, The Transformative Power of Family Wealth is also a must-read for lawyers, accountants, asset managers, and trust company professionals who help wealth owning individuals and families navigate the challenges of asset and business ownership.
PHILIP MARCOVICI is a retired lawyer who consults with governments, financial institutions and wealth owning families on tax, wealth management, and related subjects. He is an expert in many of the issues faced by wealth- and business-owning families, including governance, trusts, partnerships, and other ownership and stewardship structures. He is a member of the Advisory Committee of the Hong Kong University of Science and Technology's Roger King Centre for Asian Family Business and Family Office and is a Founding Advisor to the Multi-Generational Leadership programme created by the University of Cambridge's Institute for Sustainability Leadership.
Preface xvii
Acknowledgements xxiii
About the Author xxv
Introduction xxvii
Chapter 1: The Theory of Change-Starting at the End and Working Back 1
Chapter 2: Applying Circular Economy Principles to Family Business and Wealth Stewardship 17
Chapter 3: Understanding the World of Taxation and the Realities of Tax Transparency 51
Chapter 4: Is Society Optional? Better Ways to Tax Wealth and Business Owners and Moves Towards Global Taxation 113
Chapter 5: Any Amount of Wealth Is Enough to Destroy a Family-Some Thoughts About the Psychology of Wealth 151
Chapter 6: The Derailers-Addressing the Many 'What-ifs?' 181
Chapter 7: Bridges and Tunnels-Using the Tools of Wealth Planning to Navigate the Derailers 253
Chapter 8: Advisors-We Need Them but Need to Control Them 287
Chapter 9: Getting It Right 309
Chapter 10: The Apple, Bird and Crane Families-and Dagland-Their Theories of Change and the Process to Get There 333
A Few Extracts From The Transformative Power of Family Wealth 365
Glossary 373
Index 387
| Erscheinungsjahr: | 2025 |
|---|---|
| Fachbereich: | Betriebswirtschaft |
| Genre: | Importe, Wirtschaft |
| Rubrik: | Recht & Wirtschaft |
| Medium: | Buch |
| Inhalt: | Einband - fest (Hardcover) |
| ISBN-13: | 9781394280506 |
| ISBN-10: | 1394280505 |
| Sprache: | Englisch |
| Einband: | Gebunden |
| Autor: | Marcovici, Philip |
| Hersteller: | Wiley |
| Verantwortliche Person für die EU: | Libri GmbH, Europaallee 1, D-36244 Bad Hersfeld, gpsr@libri.de |
| Maße: | 231 x 156 x 34 mm |
| Von/Mit: | Philip Marcovici |
| Erscheinungsdatum: | 10.02.2025 |
| Gewicht: | 0,754 kg |
PHILIP MARCOVICI is a retired lawyer who consults with governments, financial institutions and wealth owning families on tax, wealth management, and related subjects. He is an expert in many of the issues faced by wealth- and business-owning families, including governance, trusts, partnerships, and other ownership and stewardship structures. He is a member of the Advisory Committee of the Hong Kong University of Science and Technology's Roger King Centre for Asian Family Business and Family Office and is a Founding Advisor to the Multi-Generational Leadership programme created by the University of Cambridge's Institute for Sustainability Leadership.
Preface xvii
Acknowledgements xxiii
About the Author xxv
Introduction xxvii
Chapter 1: The Theory of Change-Starting at the End and Working Back 1
Chapter 2: Applying Circular Economy Principles to Family Business and Wealth Stewardship 17
Chapter 3: Understanding the World of Taxation and the Realities of Tax Transparency 51
Chapter 4: Is Society Optional? Better Ways to Tax Wealth and Business Owners and Moves Towards Global Taxation 113
Chapter 5: Any Amount of Wealth Is Enough to Destroy a Family-Some Thoughts About the Psychology of Wealth 151
Chapter 6: The Derailers-Addressing the Many 'What-ifs?' 181
Chapter 7: Bridges and Tunnels-Using the Tools of Wealth Planning to Navigate the Derailers 253
Chapter 8: Advisors-We Need Them but Need to Control Them 287
Chapter 9: Getting It Right 309
Chapter 10: The Apple, Bird and Crane Families-and Dagland-Their Theories of Change and the Process to Get There 333
A Few Extracts From The Transformative Power of Family Wealth 365
Glossary 373
Index 387
| Erscheinungsjahr: | 2025 |
|---|---|
| Fachbereich: | Betriebswirtschaft |
| Genre: | Importe, Wirtschaft |
| Rubrik: | Recht & Wirtschaft |
| Medium: | Buch |
| Inhalt: | Einband - fest (Hardcover) |
| ISBN-13: | 9781394280506 |
| ISBN-10: | 1394280505 |
| Sprache: | Englisch |
| Einband: | Gebunden |
| Autor: | Marcovici, Philip |
| Hersteller: | Wiley |
| Verantwortliche Person für die EU: | Libri GmbH, Europaallee 1, D-36244 Bad Hersfeld, gpsr@libri.de |
| Maße: | 231 x 156 x 34 mm |
| Von/Mit: | Philip Marcovici |
| Erscheinungsdatum: | 10.02.2025 |
| Gewicht: | 0,754 kg |
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