Audiobooks by Keith Whitaker

Complete Family Wealth: Wealth as Well-Being (2nd Edition)

Complete Family Wealth: Wealth as Well-Being 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. The 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, Complete Family Wealth's second edition provides listeners with: a new chapter on 'the big reveal,' suggesting ways to encourage positive, life-affirming reception of the revelation of present or future wealth; an additional chapter on preserving the beloved family vacation home; two new appendices: 'Fiduciary Course Curriculum' and 'Key Practices for Families During Challenging Times'; and examples that make these practices accessible to a broad audience across the wealth spectrum.

James E. Hughes Jr., James E. Hughes, Jr., Keith Whitaker, Susan E. Massenzio (Author), Jamie Renell (Narrator)

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The Voice of the Rising Generation: Family Wealth and Wisdom

One of the greatest sources of pain within families with wealth is the belief that there are no choices. Sometimes even wealth creators who feel more than able in their business lives feel at the same time that their wealth will inevitably become a pernicious influence on their children and grandchildren. The next generation must awaken to the problem of treating financial wealth as more important than it is and therefore not developing a sense of self separate from the wealth. The book will: Explain the challenge that wealth poses to rising generationsthe challenge of silence Discuss the rising generations and what their future might look like Share strategies that help members of the rising generation find their voices The Voice of the Rising Generation will discuss the successors of family wealth and what they can do to keep focused on human capital rather than putting too much emphasis to the role of financial wealth.

James E. Hughes, Keith Whitaker, Susan E. Massenzio (Author), Paul L. Coffey (Narrator)

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The Cycle of the Gift: Family Wealth and Wisdom

The gift of giving is at the core of family wealth and with the new estate law allowing up to $5,120,000 in tax-free gifting, the ultra-affluent are faced with the task of giving in the largest amount in estate tax history. Beyond the tax saving and wealth management implications, the act of giving in such a generous amount opens up a slew of new issues for wealthy families, the biggest of which is: how do I prepare the recipient of such a hefty gift? With that question in mind, Hughes, Massenzio, and Whitaker have written Wisdom and Wealth in three main parts: The Who of Giving, The How of Giving, and The What and Why of Giving. The first part deals exclusively with the people most deeply involved in family giving, especially the recipients and givers (parents, grandparents, spouses, trustees). The 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 the gift. The 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.

James E. Hughes, Keith Whitaker, Susan E. Massenzio (Author), Alex Barrett (Narrator)

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Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators

Family Trusts 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 recognizes trusts as a gift of love. Marrying 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. There'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.

Hartley Goldstone, James E. Hughes Jr., James E. Hughes, Jr., Keith Whitaker (Author), Tim Paige (Narrator)

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Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask

A critical resource for families managing significant wealth Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the fifty 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. Vital 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. Managing 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.

Keith Whitaker, Tom Mccullough (Author), Tom Parks (Narrator)

Audiobook