{"title":"Keith Whitaker","description":"\u003cp\u003eKeith Whitaker's works explore the delicate balance between wealth management and personal growth, offering insightful guidance on family trusts, intergenerational relationships, and the ethical stewardship of assets. His writing blends practical financial wisdom with a deep understanding of the emotional dynamics that shape family legacies.\u003c\/p\u003e\n\n\u003cp\u003eReaders can expect thoughtful reflections on the intersection of money, values, and personal development, with an emphasis on fostering harmony and wisdom across generations. Whitaker’s books invite contemplation on wealth not just as a resource, but as a meaningful gift to be nurtured and passed on with care.\u003c\/p\u003e","products":[{"product_id":"wealth-of-wisdom-by-tom-mccullough-9781119331537","title":"Wealth of Wisdom","description":"\u003cdiv class=\"book-description\"\u003e\n\u003cp\u003e\u003cstrong\u003eA critical resource for families managing significant wealth\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cp\u003e\u003cem\u003eWealth of Wisdom\u003c\/em\u003e offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this book provides a compendium of knowledge from experts around the globe and across disciplines. Deep insight and thoughtful answers put an end to uncertainty and help lay to rest the issues you have been wrestling with for years. By divulging central lessons and explaining practical actions you can take today, this book gives you the critical information you need to make more informed decisions about your financial legacy.\u003c\/p\u003e\n\n\u003cp\u003eVital charts, graphics, questionnaires, worksheets, and other tools help you get organised, develop a strategy, and take real control of your family's wealth, while case studies show how other families have handled the very dilemmas you may be facing today.\u003c\/p\u003e\n\n\u003cp\u003eManaging significant wealth is a complex affair, and navigating the financial world at that level involves making decisions that can have major ramifications—these are not decisions to make lightly. This book equips you to take positive action, be proactive, and make the tough decisions to protect and grow your family's wealth.\u003c\/p\u003e\n\n\u003cul\u003e\n  \u003cli\u003eEnsure your personal and financial success and legacy\u003c\/li\u003e\n  \u003cli\u003eAccess insight and data from leading experts\u003c\/li\u003e\n  \u003cli\u003eAdopt the most useful tools and strategies for wealth management\u003c\/li\u003e\n  \u003cli\u003eLearn how other families have successfully navigated common dilemmas\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eWhen your family's wealth is at stake, knowledge is critical—and uncertainty can be dangerous. Drawn from interactions with hundreds of wealthy individuals and families, \u003cem\u003eWealth of Wisdom\u003c\/em\u003e provides a definitive resource of practical solutions from the world's best financial minds.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Unknown","offers":[{"title":"Default Title","offer_id":46869155217644,"sku":"9781119331537","price":76.99,"currency_code":"NZD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0705\/7784\/8556\/files\/14262433482586.jpg?v=1759785224"},{"product_id":"complete-family-wealth-by-susan-e-massenzio-9781119820031","title":"Complete Family Wealth","description":"\u003cdiv class=\"book-description\"\u003e\n\u003cb\u003eA primer for families of high net worth on how to manage their qualitative and financial wealth for generations\u003c\/b\u003e\n\n\u003cp\u003eThe second edition of this foundational work, \u003ci\u003eComplete Family Wealth: Wealth as Well-Being\u003c\/i\u003e, provides proven tools and best practices for families of means to use in maturing, maintaining, and managing personal and legacy wealth long into the future. The book is divided into three parts: the \"what\"—what is meant by family, wealth, and enterprise; the \"who\"—the persons crucial to family enterprise flourishing; and the \"how\"—specific practices families can use to enhance and grow family wealth.\u003c\/p\u003e\n\n\u003cp\u003eThe second edition of this work places the health and well-being of the individual members of the family unit at the forefront of every aspect detailed within the book. A natural product of this focus is an increased awareness of the social complexities of wealth that have come to the fore in recent years, and the team of expert authors here address the responsibility of private wealth to the public good. In addition, \u003ci\u003eComplete Family Wealth\u003c\/i\u003e's second edition provides readers with:\u003c\/p\u003e\n\n\u003cul\u003e\n\u003cli\u003eA new chapter on \"the big reveal,\" suggesting ways to encourage positive, life-affirming reception of the revelation of present or future wealth\u003c\/li\u003e\n\u003cli\u003eAn additional chapter on preserving the beloved family vacation home\u003c\/li\u003e\n\u003cli\u003eTwo new appendices: \"Fiduciary Course Curriculum,\" dedicated to enhancing the education of trustees and beneficiaries; and \"Key Practices for Families During Challenging Times,\" a response to the pandemic but relevant to all trying periods for families\u003c\/li\u003e\n\u003cli\u003eExamples that make these practices accessible to a broad audience across the wealth spectrum.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eHaving shaped the language used by families and their advisors with the first edition, \u003ci\u003eComplete Family Wealth\u003c\/i\u003e's second edition is essential reading for families of high net worth and their financial advisors. It will also be of interest to family offices, fund managers, as well as private investors.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Unknown","offers":[{"title":"Default Title","offer_id":47000572166380,"sku":"9781119820031","price":79.99,"currency_code":"NZD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0705\/7784\/8556\/files\/9781119820031.jpg?v=1763285996"},{"product_id":"family-trusts-by-keith-whitaker-9781119118268","title":"Family Trusts","description":"\u003cdiv class=\"book-description\"\u003e\n\u003cp\u003e\u003cstrong\u003eAn insightful and practical guide to family trusts\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cp\u003e\u003cem\u003eFamily Trusts\u003c\/em\u003e is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognises trusts as a gift of love.\u003c\/p\u003e\n\n\u003cp\u003eMarrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust; you'll learn what type of person makes the best trustee, how to be an excellent beneficiary, and the technical aspects that help you build a better trust from the very beginning.\u003c\/p\u003e\n\n\u003cp\u003eThere's been a staggering increase in trustee\/beneficiary litigation and hostility, but that doesn't mean it's inevitable. Plenty of trusts are running smoothly, with positive experiences on all sides. This book shows you how to set up your trust to succeed from the start, with step-by-step guidance and expert insight.\u003c\/p\u003e\n\n\u003cul\u003e\n    \u003cli\u003eExpress clear and thoughtful intent for the trust\u003c\/li\u003e\n    \u003cli\u003eCreate a healthy and supportive culture\u003c\/li\u003e\n    \u003cli\u003eSelect the right trustee, trust protector, and trust advisor\u003c\/li\u003e\n    \u003cli\u003eTake the time to prepare before initially meeting the beneficiary\u003c\/li\u003e\n    \u003cli\u003eConduct a productive first meeting to set a tone for the relationship\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eHistorically, there has been little consideration given to the culture of trusts, and this oversight may be a key driver of the behaviour that's becoming more prevalent. \u003cem\u003eFamily Trusts\u003c\/em\u003e explores the nature of these relationships and shows you how to build a trust that retains the nature and spirit with which it was intended.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Unknown","offers":[{"title":"Default Title","offer_id":47000619024620,"sku":"9781119118268","price":79.99,"currency_code":"NZD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0705\/7784\/8556\/files\/a11b39edc26d2b297e2ce3892adc7ca8.jpg?v=1763323909"},{"product_id":"wealth-of-wisdom-by-tom-mccullough-9781119827702","title":"Wealth of Wisdom","description":"\u003cdiv class=\"book-description\"\u003e\n\u003cp\u003e\u003cb\u003eDiscover practical tools and strategies for helping wealthy families retain and grow wealth\u003c\/b\u003e\u003c\/p\u003e\n\n\u003cp\u003eIn \u003ci\u003eTop Practices Wealthy Families and Their Advisors\u003c\/i\u003e, accomplished family wealth experts Tom McCullough and Keith Whitaker deliver a comprehensive collection of practical activities that members of wealthy families can undertake to ensure their continued success and development.\u003c\/p\u003e\n\n\u003cp\u003eThe book contains over 50 chapters, each highlighting a practical tool, exercise, or activity that can be applied by advisors or family members themselves. Each chapter is written by a recognised expert in the field who has used the highlighted tool, exercise, or activity over many years with great success.\u003c\/p\u003e\n\n\u003cp\u003eThe book shows readers how to:\u003c\/p\u003e\n\n\u003cul\u003e\n  \u003cli\u003eIdentify the factors that matter the most when it comes to retaining and growing family wealth\u003c\/li\u003e\n  \u003cli\u003ePlan thoughtfully, invest wisely, and raise the next generation\u003c\/li\u003e\n  \u003cli\u003eShare their decision making prudently and carefully combine family and business\u003c\/li\u003e\n  \u003cli\u003eIncorporate charitable giving into an overall wealth strategy and seek sound advice\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003ePerfect for family wealth advisors, financial planners, and private bankers, \u003ci\u003eTop Practices for Wealthy Families and Their Advisors\u003c\/i\u003e is also an indispensable resource for managers of family trusts seeking to protect and advise their clients.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Unknown","offers":[{"title":"Default Title","offer_id":47000839291116,"sku":"9781119827702","price":85.99,"currency_code":"NZD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0705\/7784\/8556\/files\/19224083482586.jpg?v=1763309209"},{"product_id":"the-voice-of-the-rising-generation-by-susan-e-massenzio-9781118936511","title":"The Voice of the Rising Generation","description":"\u003cdiv class=\"book-description\"\u003e\n\u003cb\u003eAvoid \"Shirtsleeves to Shirtsleeves\" by Finding Your Voice\u003c\/b\u003e  \n\n\u003cp\u003eGrowing up in a family with significant wealth or a family business can often feel like an exercise in silence. What should you ask? Whom should you ask? When? Is it ever right to talk about such things?\u003c\/p\u003e\n\n\u003cp\u003e\u003ci\u003eThe Voice of the Rising Generation\u003c\/i\u003e speaks directly to those who find themselves living in that silence, the so-called \"next generation.\" Great wealth or a family business can act like a \"black hole,\" sapping the dreams and aspirations of future generations who feel that they can never measure up to the fortune's founder. This book, written by a psychologist, an educator, and a wise counsellor who single-handedly changed the landscape of family wealth, diagnoses with economy and precision the cause of entitlement and dependency. It is not too much money or too few chores. It is the failure of rising generations to individuate, that is, to pursue their dreams, develop their resilience, and find their voice.\u003c\/p\u003e\n\n\u003cp\u003eMany books are addressed to parents and grandparents who worry about the effects of wealth on their descendants. Almost alone in the field, this book speaks directly to 20-, 30- and 40-somethings, encouraging them—literally, giving them courage—to meet the challenge of integrating wealth's power into their lives, rather than disappearing into the black hole. Readers will:\u003c\/p\u003e\n\n\u003cul\u003e\n  \u003cli\u003eCome to understand the true causes of entitlement and dependency\u003c\/li\u003e\n  \u003cli\u003eIdentify the psychological characteristics of the rising generation and the challenges proper to its development\u003c\/li\u003e\n  \u003cli\u003eClarify their own dreams, work, and vocation\u003c\/li\u003e\n  \u003cli\u003eNavigate personal relationships and communication within the context of wealth\u003c\/li\u003e\n  \u003cli\u003eRecognise the special challenges faced when rising is delayed until mid-life.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eIf you are a young person starting your life's journey and wondering about the effects of parental gifts, trusts, or a family business, this book will offer you questions, reflections, and lessons-learned to help you find your own way. If you are a parent, grandparent, elder, or mentor, \u003ci\u003eThe Voice of the Rising Generation\u003c\/i\u003e can serve the young people in your life as a gift more precious than gold.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Unknown","offers":[{"title":"Default Title","offer_id":47461674287340,"sku":"9781118936511","price":79.99,"currency_code":"NZD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0705\/7784\/8556\/files\/9781118936511-the-voice-of-the-rising-generation.jpg?v=1774974717"},{"product_id":"the-cycle-of-the-gift-by-susan-e-massenzio-9781118487594","title":"The Cycle of the Gift","description":"\u003cdiv class=\"book-description\"\u003e\n\u003cp\u003e\u003cstrong\u003eA comprehensive guide to giving well to family members\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cp\u003eGiving is at the core of family life—and with current law allowing up to $5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps the largest scale in history. Beyond the tax saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, \"How do I prepare recipients of such large gifts?\"\u003c\/p\u003e\n\n\u003cp\u003eWith that question and others in mind, Hughes, Massenzio, and Whitaker have written \u003cem\u003eThe Cycle of the Gift\u003c\/em\u003e in three main parts: \"The Who of Giving,\" \"The How of Giving,\" and \"The What and Why of Giving.\"\u003c\/p\u003e\n\n\u003cp\u003eThe first part focuses on the people most deeply involved in family giving, especially the recipients and givers (parents, grandparents, spouses, trustees).\u003c\/p\u003e\n\n\u003cp\u003eThe second part, \"The How of Giving,\" addresses the delicate balance of givers who want to maintain some level of control and recipients who want some level of freedom in accepting and growing their gifts.\u003c\/p\u003e\n\n\u003cp\u003eThe final part, \"The What and Why of Giving\" describes various types of gifts, from money to business interests to values and rituals. The authors also introduce their \"family bank\" concept as a model that combines loans, trusts, and outright gifts. It embodies a framework and set of practices for long-term family growth.\u003c\/p\u003e\n\n\u003cp\u003eEven families without great wealth—or those who have already made large gifts to their children and grandchildren—can benefit from the human wisdom and practical advice found in \u003cem\u003eThe Cycle of the Gift\u003c\/em\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Unknown","offers":[{"title":"Default Title","offer_id":47471741010156,"sku":"9781118487594","price":79.99,"currency_code":"NZD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0705\/7784\/8556\/files\/77e152f0bf036d1f4a876dcb8ce0f15c.jpg?v=1775791729"}],"url":"https:\/\/bookhero.live\/collections\/keith-whitaker.oembed","provider":"Book Hero","version":"1.0","type":"link"}