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Secrets of the Super Rich - Episode 5 (Family Constitution)
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תוכן מסופק על ידי Vince Annable. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Vince Annable או שותף פלטפורמת הפודקאסט שלו. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
In the 5th installment of Secrets of the Super Rich, Vince and Jeff dive into a unique topic surrounding affluent families today. One of the biggest concerns facing affluent families today is how to manage their wealth so that it achieves many goals - from continuing to grow their wealth as it is transferred to younger generations, to aligning the use of that wealth with the values and ideals the family holds dear, to protecting that wealth from creditors and others who might seek to take it unjustly.
Often the best place to start is to ensure that your family members are aligned and “on the same page” when it comes to key issues. A family constitution can be a great way to get that process going.
Listen as Jeff and Vince showcase the importance and value that a family constitution can provide for affluent families.
Timecodes:
0:15 - The big concerns facing affluent families today
2:20 - Unique challenges that can arise when families work together to manage assets
4:30 - The wealth-related issues that arise among families with significant assets
6:00 - What families can do to establish a more harmonious relationship in this realm
7:00 - How a family constitution promotes better relationships among the family
9:20 - How a family would go about drafting a family constitution
12:00 - Who from a family should be involved in these discussions
13:05 - How formal these family constitutions really are
14:36 - Additional advice to ensure a family constitution remains relevant over time
16:06 - Who families can turn to for help
18:00 - Summation of the reasoning behind utilizing a family constitution
22:00 - These strategies aren't only for the super rich
Connect with Vince Annable:
5 פרקים
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