True Family Wealth: Love, Money & An Inspired Life by Chris ClarkeTrue Family Wealth: Love, Money & An Inspired Life by Chris Clarke

True Family Wealth: Love, Money & An Inspired Life

byChris Clarke

Paperback | May 18, 2017

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True Family Wealth believes family meetings, mission statements and family goal setting all play an active role in managing and preserving family wealth. As a Chartered Professional accountant, Trust and Estates Practitioner and Registered Financial Planner, author Chris Clarke takes a holistic approach to love and money and encourages the belief that money is not the end game. Real happiness lies within the family itself and how it uses its wealth to do good.

A lifelong financial plan for the whole family is key. So encourage education, help finance the young entrepreneurs in the family, and realize that this collaborative financial structure will benefit the whole family group. A system should be put in place to preserve your family's wealth and legacy. "Canadians are especially guilty of destroying wealth from one generation to the next with its practice of passing along inherited bequests directly to the next generation through wills." Chris Clark's approach - what she calls the Family Treasury process - keeps the wealth intact in an investment holding company that provides share ownership for the next generation. - Money Sense book review

A wonderful book. A unique and holistic goal-based approach to wealth planning for individuals and families. - Caroline Mulroney Lapham, CIM

A magnificent work on this important topic. I won't ever think of money in the same terms after reading this book. True Family Wealth is a must for advisors and families committed to sustaining themselves across the generations. It is a study grounded in deep thought and practical applications. Workshops at family gatherings would do well to have this work as their bible. - Dirk Junge, Chairman, Pitcairn Trust Co.

Chris looks at wealth as more than money. Her perspective, that true wealth is not just individual wealth but a family legacy to be passed down through the generations, is illuminating. I really appreciated how The Family Treasury creates a continuum of care, so that instead of one generation passing the torch to the next, who may be unprepared, they all carry the torch at the same time. That builds wealth stewards. - Michael Reddy, President, Redvest Corporation Ltd.

A fascinating read from cover to cover. While it is never too late, from a human life-span perspective, to read True Family Wealth, I wish it could be required reading in our high schools and postsecondary schools. It rarely occurs to far too many men and women that they can and should conduct their personal lives and manage their families with a healthy blend of business acumen. - Peter Skakum, President, Tangent Strategies Inc.
Chris Clarke is CEO and co-owner of First Affiliated Family Office Group., which helps families in Toronto, across Canada and overseas manage their finances. She helps her client families deal with a wide array of wealth, lifestyle, and legacy issues, an approach that earned her recognition from the International Society of Trust and E...
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Title:True Family Wealth: Love, Money & An Inspired LifeFormat:PaperbackProduct dimensions:368 pages, 9 × 6 × 0.98 inShipping dimensions:9 × 6 × 0.98 inPublished:May 18, 2017Publisher:Barlow Book PublishingLanguage:English

The following ISBNs are associated with this title:

ISBN - 10:1988025192

ISBN - 13:9781988025193

Reviews

Rated 5 out of 5 by from Great book Chris Clarke does an amazing job in moving beyond the usual dynamics of money management. Her book provides an illuminating view of other things that are really important. The book subtitle Love, Money & An Inspired Life takes financial planning for families and their advisors to a new level. If you want to engage yourself in a profound discussion of true family wealth, I recommend that you read this book.
Date published: 2017-09-27
Rated 5 out of 5 by from Extraordinary! I decided to pick up this book after Chris's BNN interview was sent to me by a colleague. Being part of the younger generation, I wasn't sure if any of this would be beneficial to me but I was definitely proven wrong! Chris provides not only her philosophy on wealth and family but provides the financial backbone to make living their dream a reality, no matter the extent of their resources. Truly inspiring and eyeopening, I thoroughly recommend it to anyone who needs a little guidance or just wants a good page turner!
Date published: 2017-07-26