True Family Wealth: Love, Money & An Inspired Life

May 18, 2017|
True Family Wealth: Love, Money & An Inspired Life by Chris Clarke
$25.51 
$27.95
Paperback
Earn 128 plum® points

Out of stock online

Available in stores

To see store inventory,
Prices and offers may vary in store

about

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...
Loading
Title:True Family Wealth: Love, Money & An Inspired LifeFormat:PaperbackProduct dimensions:368 pages, 9 X 6 X 0.98 inShipping dimensions:368 pages, 9 X 6 X 0.98 inPublished:May 18, 2017Publisher:Barlow Book PublishingLanguage:English

The following ISBNs are associated with this title:

ISBN - 10:1988025192

ISBN - 13:9781988025193

Appropriate for ages: All ages

Look for similar items by category: