: Page 3 | Worth

back issues

reprints

Wealth in Perspective

	Wealth Management

	» Advisors

	» Investments/ Risk Management

	» Business/Entrepreneurship

	» Estate Planning

	Thought Leaders

	» Politics & Policy

	» Culture

	» Letters

	» Profiles

	Money and Meaning

	» Family Matters

	» Philanthropy

	Passion Investments

	» Art Investments

	» Property Investments

	» Sports

	» Watches, Gems, & Jewelry

	» Wheels, Wings & Water

	» Wine Investments

	Wealth Management Sourcebook

	Multifamily Office 2008

	Previous Issues Index

/ Home / Editorial / Wealth Management / Estate Planning /

Estate Planning

How to effectively transfer wealth—including that which is tied up in illiquid but valuable collectibles—to family, other beneficiaries and charitable organizations; how to establish trusts (and oversee trustees) and other estate planning vehicles.

The Third Generation Bounce Founder-CEOS create value in family businesses. Second-generation CEOs destroy it. And third-generation family CEOs build it up again.
more »

United We Stand The grandchildren of entrepreneurs must pull together to overcome the governance and succession issues that cause nearly 90 percent of family businesses to fail by the third generation.
more »

Divided We Fall Keeping the family business intact into the third generation.
more »

Advise and Incent Incentive trusts require heirs to meet benefactors’ conditions in order to access their inheritances.
more »

Separation Anxiety Founders often must clear daunting emotional hurdles before they can successfully pass their businesses on to their children.
more »

An Eccentric Succession: Conversations with the Cakebreads Members of California’s Wine Dynasty share their unorthodox approach to transferring the company from founder to the second generation.
more »

Best Intentions Special-needs trusts ensure that our disabled children will be well cared for after we are gone.
more »

Behind a Behemoth Children of entrepreneurs often struggle to fill their parents’ shoes and make their own mark on the family business.
more »

Wrestling for Control of the Business The chasm in expectations and experience that often separates a powerful, dynamic wealth creator from his or her children can make family business succession a perilous battle of wills.
more »

Telling Tales In the context of our families, we tell ourselves stories so that we may understand who we are and are not, what we value, where we come from and where we expect to go.
more »

Trust Busting How can we untangle the complicated web of trusts that grows alongside wealth?
more »

A Hybrid Haven Private placement insurance offers customized strategies that blend life insurance with asset management.
more »

1 | 2 | 3 | 4 | 5 | 6 | >>

Get a FREE ISSUE and a FREE GIFT

Simply fill out this form to receive a complimentary issue of Worth and a FREE gift ("The top 25 Questions for Your Private Banker"). If you like the magazine, you’ll pay just $36 for 5 more issues (6 in all). If it’s not for you, you can return your invoice marked "cancel", and owe nothing. The FREE issue and FREE gift are yours to keep.

Name

Address

Canadian orders click here
International orders click here

Unsubscribe from subscription emails click here

Subscribe		About Us		Contact Us		Privacy Policy		Ad Specs		Reprints
	© 2008 Sandow Media, All Rights Reserved