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Complete Family Wealth: Wealth as Well-Being

James E. Hughes Jr., Susan E. Massenzio, Keith Whitaker

A primer for families of high net worth on how to manage their qualitative and financial wealth for generations; The second edition of this foundational work, 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.

Having shaped the language used by families and their advisors with the first edition, Complete Family Wealth’s second edition is essential reading for families of high net worth and their financial advisors. It will also be of interest to family offices, fund managers, as well as private investors.

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