Overview
Access this book
Tax calculation will be finalised at checkout
Other ways to access
About this book
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.
Similar content being viewed by others
Keywords
Table of contents (15 chapters)
-
Front Matter
-
Introduction
-
First Things First
-
Front Matter
-
-
Getting Your Family on Board
-
Front Matter
-
-
Family Investing Is More Sense Than Dollars
-
Front Matter
-
-
Staying on Track
-
Front Matter
-
-
Long-Term Planning
-
Front Matter
-
Reviews
'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 help families find common ground and sustain their wealth for generations to come.' Hannah Shaw Grove, Founder of Private Wealth magazine and author of The Family Office: Advising the Financial Elite
'Practical, thoughtful advice for families interested in a purposeful approach for maintaining and growing wealth. Filled with memorable anecdotes and useful references, the book identifies behavioral biases that can have significant, negative impacts on relationships and on wealth. The book is a model of how to think systematically about the interaction of business and family.' Janet Kiholm Smith, Von Tobel Professor of Economics, Claremont McKenna College
'There is nothing like being in a family business. Values are intertwined with commerce on a daily basis. As Linda Davis Taylor shows, whether you are in a large corporation or small Mom and Pop, keeping those values close is critical to success.' Alexandra Lebenthal, CEO, Lebenthal Holdings'The thoughtful guidance provided in The Business of Family is nothing short of indispensable for those who desire to successfully transition their wealth and, as importantly, their values to children and grandchildren. A very important tool for professionals wanting to offer practical and meaningful advice to the families they serve.' Richard H. Patterson, Jr., CEO, San Pasqual Fiduciary Trust Company
About the author
Linda Davis Taylor is the CEO and Chairman of Clifford Swan Investment Counsel in Pasadena, California. A participant in a fourth generation family business, Linda is a frequent speaker on wealth transition, family governance, and philanthropy. In addition to her investment counsel career, she has had over twenty-five years experience in senior leadership positions at Emory University, Claremont McKenna College, Amherst College, and Scripps College. Linda has served as a trustee for numerous educational and non-profit organizations and is a co-founder of a private foundation. She and her husband are the parents of two adult daughters.
Bibliographic Information
Book Title: The Business of Family
Book Subtitle: How to Stay Rich for Generations
Authors: Linda Davis Taylor
DOI: https://doi.org/10.1057/9781137487872
Publisher: Palgrave Macmillan New York
eBook Packages: Palgrave Business & Management Collection, Business and Management (R0)
Copyright Information: Palgrave Macmillan, a division of Nature America Inc. 2015
Hardcover ISBN: 978-1-137-48786-5Published: 28 July 2015
eBook ISBN: 978-1-137-48787-2Published: 27 July 2015
Edition Number: 1
Number of Pages: XI, 194
Topics: Business Strategy/Leadership, Popular Science in Business and Management, Entrepreneurship, Management, Small Business, Finance, general