Planning a Family & Business Legacy: A Holistic Approach to Wealth Transfer Planning for Entrepreneurs, Business Owners & Family Members

Planning a Family & Business Legacy: A Holistic Approach to Wealth Transfer Planning for Entrepreneurs, Business Owners & Family Members

by Karl R. Bareither, Tom Reischl (With)

Paperback

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Product Details

ISBN-13: 9780972771610
Publisher: FBR Publishing
Publication date: 07/28/2003
Pages: 224
Product dimensions: 5.58(w) x 8.66(h) x 0.49(d)

Table of Contents

Dedicationix
About the Authorxi
Prefacexiii
Introduction1
1It's a Family Affair15
2Preparing to Communicate29
The FBR Model41
3Phase I: Understand Family Objectives43
Step 1Interview individual family members46
Step 2Identify family objectives50
Step 3Analyze current plan51
4Phase II: Develop a New Family Wealth Transfer Plan55
Step 4Determine alternative wealth transfer options56
Step 5Seek input from owner advisors62
Step 6Develop the new plan65
5Phase III: Present and Implement the New Plan69
Step 7Present the new wealth transfer plan70
Step 8Consider liquidity options76
Step 9Implement and monitor the new plan78
6Planning for Philanthropy81
7Fundamentals of Business Succession Planning95
8Fundamentals of Estate Planning115
9Selecting a Wealth Transfer Specialist129
10Summary of Our Model139
Epilogue153
Glossary of Terms167
Resources183
Sample Planning Questions
Interview Guide185
Current Business Continuation Plan187
Proposed Family Wealth Transfer Plan189
A Sample Family Business Study191
Additional Information205

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