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Family Influence on Performance of Family Small and Medium Enterprises (Accounting, Finance, Sustainability, Governance & Fraud: Theory and Application)
by Ana Paula Gama Catarina Afonso AlvesThis book examines the relationship between family influence and financial performance and non-economic goals in small and medium family-owned enterprises (SME) in Portugal. Research on the performance of family-owned firms is growing but results are mixed, especially for non-listed companies. This book examines smaller family-owned firms that operate in a small, open economy, characterised by a context of relatively weak capital markets and predominantly bank-based financing. Delving into the impact of key variables such as the power dimension, experience and culture on performance establishes, the book goes on to analyse the determinants of performance in such family-owned SMEs. Given the importance of family firms to open economies, this book would be a valuable read to scholars aiming to understand the reasons behind their success, managers seeking out strategic and operational guidance and to regulators and policymakers at the regional and national levels.
Family Investments in Children's Potential: Resources and Parenting Behaviors That Promote Success (Monographs in Parenting Series)
by Ariel Kalil Thomas DeLeireThe papers in this volume bring together a cross-disciplinary mix of researchers--developmental psychologists, evolutionary biologists, economists, anthropologists, and sociologists--working on the common theme of investments in children. The interdisciplinary conceptual framework adopted by this collection of papers is loosely built around the idea that there are two broad dimensions of parental investments. These include resources (e.g., income, wealth) on the one hand, and behaviors (e.g., parental instrumental support and parental activities that promote warmth, socialization, and cognitive stimulation) on the other. Believing that parental investments yield a "return" in improved child and young adult outcomes, the papers discuss how parents differ in terms of the resources they have available to invest, the choices parents make, the behaviors they engage in, and relevant policy and program interventions. More specifically, core questions addressed by the authors include: Why do some families invest while others do not and are differential investment patterns related to biology, economics, or social factors? What constitutes a successful "investment portfolio?" How are "investments" measured and/or characterized? Are different investments interchangeable, compensating, or off-setting? Given a set of resources, why are some families able to make more effective investments in child outcomes? How well do these investments affect outcomes for children and for these children as young adults? Can interventions or public policies help families build assets or become "better" investors in their children's potential? Developing a better understanding of what investments matter, when they matter, and how resources can be successfully invested in children's potential is key to shaping efficient interventions and social policies. Knowledge of how parents invest and what strategies are effective may help policies which seek to further empower and enable parental involvement and choice for their children.
Family, Law, and Inheritance in America
by Yvonne PittsYvonne Pitts explores inheritance practices by focusing on nineteenth-century testamentary capacity trials in Kentucky in which disinherited family members challenged relatives' wills. These disappointed heirs claimed that their departed relative lacked the capacity required to write a valid will. These inheritance disputes crisscrossed a variety of legal and cultural terrains, including ordinary people's understandings of what constituted insanity and justice, medical experts' attempts to infuse law with science, and the independence claims of women. Pitts uncovers the contradictions in the body of law that explicitly protected free will while simultaneously reinforcing the primacy of blood in mediating claims to inherited property. By anchoring the study in local communities and the texts of elite jurists, Pitts demonstrates that "capacity" was a term laden with legal meaning and competing communal values about family, race relations, and rationality. These concepts evolved as Kentucky's legal culture mutated as the state transitioned from a conflicted border state with slaves to a developing free-labor, industrializing economy.
Family Law Services Handbook
by Donald A. Glenn Thomas F. Burrage Donald Degrazia William StewartUp to fifty percent of financial forensic services are performed in divorces, or in family law business valuations. Providing the first definitive publication on family law for accountants, this book addresses topics unique to family law accounting, tax, valuation and practice. The coverage begins with pre-engagement of the client and proceeds through to trial and preparation and presentation. Sample checklists, work papers, and trial exhibits are included. CPAs and attorneys will benefit from this handbook's tips on providing financial services in the family law arena.
Family Leave Policy: The Political Economy of Work and Family in America (Issues In Work And Human Resources Ser.)
by Steven K. WisensaleWritten in an accessible, case study format, this groundbreaking work explores the formulation, implementation, and evaluation of family leave policy in the United States, from its beginnings at the state level in the early 1980s, through the adoption of the federal Family and Medical Leave Act of 1993, and beyond to the present day. With a political economy perspective, the book identifies the major economic and social forces affecting both the family and the workplace. And drawing on original primary research, it examines how the political system has responded to this evolving issue with various policy initiatives.
Family Legacy and Leadership
by Mark Daniell Sara HamiltonHamilton and Daniell have creatively taught us how to weave together the threads of lineage that create family legacy. They have also clarified the vision of what family leaders look like who are the master weavers of such threads. This all leads toward teaching us how to create and guide our families, and those we serve, to seven and more generations of successful, generative and flourishing lives as individuals and as family. We owe their work a deep debt of gratitude and a bow of appreciation. James (Jay) E. Hughes, Jr. Author, Family: The Compact Among Generations Mark Daniell and Sara Hamilton have written a book that will become a real reference for families wishing to establish a long-term strategy for building an enduring legacy for generations. It contains a wealth of ideas, strategy prescriptions, case histories, and anecdotes that will give the family leader and members of the "tribe" a true guide to building a system that will endure the test of time. I recommend it to families in Asia and beyond. Dr. Victor K. Fung Chairman, Li & Fung Group This is a superb book--unique and full of examples--on the vision of legacy and the role of family leadership. It is also a comprehensive guide to risk management with a special spirit for wise risk-taking. Daniell and Hamilton draw on the unique experience of the Family Office Exchange and its many hundreds of members and scores of studies to define the role of family leadership more fully and inspiringly than ever. This book makes the challenges vivid and the path clear for successful families to preserve both their wealth and their purpose. John L. Ward Principal, The Family Business Consulting Group Family Legacy and Leadership is an innovative, useful blend of theory and practice; and of the hard and soft issues that families face. It offers ideas, insights, and tools that will help families of all types find their path through change. Melissa A. Berman President & CEO, Rockefeller Philanthropy Advisors
Family Matters: Making the Right Financial Decision for Your Filipino Family
by Belen Loreto GrandProviding financial assistance to family members in the Philippines can be stressful and take a toll on health and family life. For Filipino emigrants, the pressure to send more money can bring up anger and resentment, along with the fear of being ostracized by their community if they stop. Author and coach Belen Loreto Grand is the voice for thousands of nurses from the Philippines and OFWs (Overseas Filipino Workers) who are bound to family and duty and assist their relatives financially. In Family Matters, she shares a system of living that empowers, opens the flow of money, and reduces drama and trauma.In Family Matters, various challenging issues are addressed and resolved, including what to do when relatives ask for money, how to support a Filipino family without breaking the bank, and how to maintain family harmony when deciding to stop the flow of money. Belen Loreto Grand draws on the Law of Attraction, the Kabbalah, and more to inspire readers to care for themselves and attract abundance for their family in the States and their family back home in the Philippines.The tools, strategies, and success stories in Family Matters promote a life of love, peace, harmony, joy, and abundance.
Family Matters: Governance at the Zamil Group
by Esel Cekin Suraj Srinivasan Christina R. WingThis case focuses on a large Saudi Arabian industrial conglomerate and family business Zamil Group's corporate and the family's governance journey. The 12 sons of the founder led and grew the group successfully after taking over from their father in 1961. The secret to their success was to arrive at all decisions with a consensus, although each had their own approach to dealing with issues. In the mid-1990s, they hired world-class consultants and created manuals and guidelines for governing the business and continuing the growth of the Group's assets. They were the model for running a family business in Saudi Arabia. However, the increasing number of family members in the group-84 third-generation and 162 fourth-generation members and the upcoming fifth generation-created challenges going forward. They wanted to ensure that the governance principles they had created would evolve and develop in line with the changing dynamics. The upcoming generations did not have jobs waiting for them in the family business simply because they were members of the Zamil family, and not all of them were motivated to remain invested in the businesses. The second-generation and senior members of the third-generation wanted to make sure that they balanced the needs of the business and those of individual family members. They sought to put mechanisms in place that would keep the shares of the business in the family so as to avoid diluting the family's ownership as they diversified the asset portfolio, addressed diverse risks, and catered to the consumption goals of the next generation. This might mean that the Group would eventually move from being operators to becoming financial investors.
Family Multinationals: Entrepreneurship, Governance, and Pathways to Internationalization (Routledge International Studies in Business History #23)
by Paloma Fernández Pérez Jeffrey Fear Christina LubinskiIn contrast to widespread assessments that family enterprises lack sufficient resources and capabilities to go global, many family companies are competing successfully in an increasingly globalized business environment. Worldwide, a large number of thriving multinationals are still family-owned and/or under family control. While there is abundant literature on the phenomenon of globalization from many different disciplines, neither the literature on multinationals nor the growing field of family business studies have systematically investigated family multinationals yet. This volume is one of the first to deal explicitly with family multinationals and the role of the family in internationalization. It situates itself at the crossroads of internationalization studies on the one hand and family business research on the other. Why do families continue to play such a large role in some of the most prominent firms in emerging and mature economies? How did they manage to maintain ownership control, yet divest of unrelated business ventures? How did they internationalize yet maintain control? This book identifies the idiosyncratic strategies and structures of family multinationals in different countries and at different points in time. A comparative historical and case study approach allows us to explore the role of the family through the firms’ various internationalization pathways and understand long-term developments and path dependencies.
The Family Nest Egg: The Complete and Proven Financial Guide to Building Long-Term Wealth and Security
by Laura MeierLearn how to earn and save more money while protecting your finances and your family. Wouldn&’t it be great if life were perfect, or just predictable? Recent times have been anything but. With rising rents, expensive mortgages, student loans, debts, and dreams deferred, most of us parents found our lives far from perfect or predictable even before the global pandemic and economic turmoil. But with the right guidance and actionable advice, we can get ourselves closer―taking back our future, building wealth, and protecting our families against the worst unforeseen events. In The Family Nest Egg, estate planning attorney and parent Laura Meier provides a breakthrough program of inspiring real-life stories and time-tested legal, financial, and practical tips to move our families from stress to success and security. Let&’s get planning. • Build Your IF LIFE WERE PERFECT Vision • Follow the 21-Day Family Nest Egg Plan • Follow the Three Ps for Prosperity • Engage in a Budgeting P.E.A.C.E. Process • Invest, Build Wealth, and Fund Life Milestones • Create Your Family Emergency Fund • Find the Right Insurance and Asset Protection • Learn About Wills and Trusts • Build a Team of S.T.A.R. Financial and Estate Advisers&“Laura Meier&’s The Family Nest Egg gives parents the tools they need to find confidence, stop worrying, and secure the financial future for their loved ones. . . . A trustworthy resource.&” —Barbara Corcoran, founder of the Corcoran Group and Shark on ABC&’s Shark Tank
The Family Office: A Practical Guide to Strategically and Operationally Managing Family Wealth
by Boris Canessa Jens Escher Alexander Koeberle-Schmid Peter Preller Christoph WeberThe book offers crucial advice in helping entrepreneurs and their families find or found a family office that fits their goals. The authors survey the key considerations in this process, including: What are the different models for family offices, and what are their respective benefits? What costs can be expected from a family office, and how much wealth must be under management to justify them? What are the role and responsibilities of the Family Officer and his staff? Which are best practices for family governance, succession planning, and philanthropy at a family office? These insights are then supplemented by a wide-ranging set of interviews with family members, family officers and consultants from around the world. Both family office professionals and families themselves will benefit from this thorough but highly approachable examination. The author team of Boris Canessa, Jens Escher, Alexander Koeberle-Schmid, Peter Preller and Christoph Weber are each experts in a specific field related to the family office. They apply their professional and personal knowledge as family office specialists to provide details on organization of the family office, governance structures, asset allocation, succession and family governance planning and more.
The Family Office: A Comprehensive Guide for Advisers, Practitioners, and Students (Heilbrunn Center for Graham & Dodd Investing Series)
by William I. Woodson Edward V. MarshallFamily offices are private organizations that assume the daily administration and management of a wealthy family’s personal and financial affairs. Historically, these repositories of great wealth were shrouded in secrecy, their activities conducted behind closed doors. Recently, family offices have acquired a considerably higher public profile: they represent a mere 7 percent of the world’s ultra-high-net-worth population—yet control a staggering 50 percent of the wealth. As only a select few families now hold a disproportionate amount of global wealth, there are significant social implications to how such assets are managed and used.This book provides an insider’s view for anyone looking to understand family offices and how to best serve and advise them. The veteran practitioners William I. Woodson and Edward V. Marshall offer a thorough guide to family offices: why wealthy families create them, what they do, and how to manage them effectively. They present these insights through a series of problem-based learning cases that follow a single family’s journey from the time of a significant liquidity event; through the creation, staffing, and management of their family office; and on to its succession. Each case study is supported by detailed background reference material. The cases and background materials are drawn from the authors’ practical knowledge, network of industry experts, and experience advising family offices large and small. They shed light on the unique issues that ultrawealthy families face and the solutions they adopt to address them throughout the life cycle of a family office. This book is the definitive resource for practitioners and students, as well as family principals, advisers, service providers, and all others who engage with the world of family offices.
The Family Office Book: Investing Capital for the Ultra-Affluent (Wiley Finance #775)
by Richard C. WilsonKey strategies for running a family office for fund managers Understanding the basics of the family office industry is essential if you want to succeed in establishing a successful fund for a wealthy family. That's where The Family Office Book comes in. Outlining key strategies for family offices, from what a family office is to how the industry operates, and important global differences, the book is packed with interviews with experts from leading family offices. Providing readers with need-to-know tips and tools to succeed, The Family Office Book gives current and future practitioners everything they need to know about this popular segment of the financial industry. Includes investment criteria, presented as a roadmap showing how several family offices are allocating capita Outlines strategies for fund managers of all types, including mutual funds, real estate funds, private equity, and hedge funds on raising capital in this field Features interviews with the most famous and sought after family offices to give real-life examples of successful family offices in action A comprehensive and reliable resource, The Family Office Book details exactly how family offices are choosing investment managers and why, and how, to break into the industry.
Family Practice in the Eastern Mediterranean Region WHO HB SPECIAL EDITION: Universal Health Coverage and Quality Primary Care (WONCA Family Medicine)
by Hassan Salah Michael KiddThis is the first book to analyze in depth the current causes of shortage of family physicians and the relative weakness of the family practice model in many countries in the Eastern Mediterranean Region. Focusing on engagement with the private health sector in scaling up family practice, the book explores why primary health care can make the difference and how it can be introduced and strengthened. Comparative experiences from around the world put the EMR in context, while the book also highlights where the EMR is special – in particular, the burden for health care of refugees and displaced persons, and the need of public-private partnerships.
Family Resilience in the Military
by Sarah O. Meadows Megan K. Beckett Kirby Bowling Daniela Golinelli Michael P. Fisher Laurie T. Martin Lisa S. Meredith Karen Chan OsillaMost leaders in the Department of Defense (DoD) agree that family resilience is an important construct, yet DoD does not have a standard definition. The authors of this report review existing definitions of family resilience and offer a candidate definition for DoD use. They also review models of family resilience, identify key family resilience factors, and make recommendations for how DoD can manage family-resilience programs and policies.
The Family Therapy Progress Notes Planner
by Berghuis David J. Jongsma Arthur E.The Bestselling treatment planning system for mental health professionals The Family Therapy Progress Notes Planner, Second Edition contains complete prewritten session and patient presentation descriptions for each behavioral problem in The Family Therapy Treatment Planner, Second Edition. The prewritten progress notes can be easily and quickly adapted to fit a particular client need or treatment situation. Saves you hours of time-consuming paperwork, yet offers the freedom to develop customized progress notes Organized around 40 behaviorally based presenting problems, including family-of-origin interference, depression in family members, divorce, financial conflict, adolescent and parent hostility, friction within blended families, traumatic life events, and dependency issues Features over 1,000 prewritten progress notes (summarizing patient presentation, themes of session, and treatment delivered) Provides an array of treatment approaches that correspond with the behavioral problems and DSM-IV-TRTM diagnostic categories in The Family Therapy Treatment Planner, Second Edition Offers sample progress notes that conform to the requirements of most third-party payors and accrediting agencies, including CARF, The Joint Commission (TJC), COA, and the NCQA Presents new and updated information on the role of evidence-based practice in progress notes writing and the special status of progress notes under HIPAA
Family Time: The Social Organization of Care (Routledge Iaffe Advances In Feminist Economics Ser. #Vol. 2)
by Nancy Folbre Michael BittmanThe time we have to care for one another, especially for our children and our elderly, is more precious to us than anything else in the world. Yet we have more experience accounting for money than we do for time. In this volume, leading experts in analysis of time use from across the globe explore the interface between time use and family pol
Family Tourism
by Heike Schänzel Ian YeomanThe family remains at the emotional heart of society, and makes up a significant proportion of the tourism market. However, the concept of family has changed over the decades and there are now different types of families that have their own unique attributes and needs. Families may have one parent or two, who may or may not be of different genders. This cutting-edge book constructs a multidisciplinary perspective on family tourism by discussing various types of families; how parents and children influence travel behaviours now and in the future and how family holidays may also be linked to stress. Family Tourism: Multidisciplinary Perspectives provides a compilation of issues from academic writers around the globe, to provide a range of perspectives linked by a common theme of family tourism with a futures perspective.
Family Trusts
by James E. Hughes Jr. Keith Whitaker Hartley GoldstoneThis book follows the life-cycle of the trust. It provides very practical, hands-on "how-to-do-it" steps from creating the culture of the trust, conducting the first beneficiary meeting, to working with addictions. Topics include: Creating the Culture of the Trust Writing a Preamble to the Trust Selecting a Trustee Preparing Yourself to Meet with a Beneficiary Keys to Becoming an Excellent Beneficiary The Office of the Beneficiary
Family Trusts
by N. E. RentonThis is a plain English manual for ordinary Australian families and small business proprietors. It will help them to decide whether to set up a family trust, to understand the advantages and disadvantages of this useful legal concept and to discuss the issues more intelligently with their professional advisers.All aspects of setting up and running a family trust are dealt with in this book, including investment aspects and the taxation and social security rules affecting trusts and their beneficiaries. It discusses discretionary and unitised trusts, as well as trust deeds and the roles of the settlor and the trustees. The use of trusts for children with an intellectual disability, philanthropic foundations and the winding up of trusts are also covered.The fourth edition of Family Trusts has been greatly expanded. In addition to the updated real-life case studies that help to flesh out this important subject, there is new material on the qualifications needed by trustees, hybrid trusts, the risks of borrowing by trustees, non-resident beneficiaries, resettlements, minutes of trustee meetings, protecting assets against creditors, bankruptcy and divorce.
Family Trusts
by Nick RentonDemystify family trust planning with this easy-to-read guideFamily trusts can be quite complex and difficult to set up correctly, and many people don't realise just how beneficial a trust can be. Even for families of average income, trusts deserve a second look. Family Trusts: A Plain English Guide for Australian Families of Average Means, 5th Edition is a comprehensive guide to the advantages and disadvantages, investment nuances, taxation regulations, and social security rules surrounding trusts. This book, by author Nick Renton, and newly updated by Rod Caldwell, provides the information you need to make an informed decision and ask the right questions of your financial and legal advisors.The book details all aspects of both setting up and running a family trust, including discretionary versus unitised trusts, trust deeds, and the roles and responsibilities of settlors and trustees. You'll learn how trusts can be used to benefit philanthropic foundations, and how to manage a trust intended for the financial care of a child with an intellectual disability. This Fifth Edition has been fully updated for the 2014 - 2015 tax year, and amended to parallel the May 2014 budget. The new material details topics like:Rates and trustee qualifications Hybrid trusts and non-resident beneficiariesBorrowing by trustees, and trustee meeting minutesProtecting assets against creditors, bankruptcy, and divorceThe book also includes real-life case studies that provide examples of proper handling and help illustrate important concepts. Additionally, alternatives are discussed for situations where a family trust may not be the best structure to use. If you're an average person wishing to ensure your family's financial well-being, Family Trusts: A Plain English Guide for Australian Families of Average means, 5th Edition is the most complete guide on the market.
Family Wealth: Keeping It in the Family--How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations (Bloomberg #34)
by James E. Hughes Jr.The landmark book that changed the way exceptional families think about their heritage, their wealth, and their legacy to future generations--now revised and expanded. Every family, looking at the next generation, hopes to confer advantages that are more than just material and financial--to inculcate character and leadership, to inspire creativity and enterprise, to help all family members find and follow their individual callings, and to avoid the financial dependency and loss of initiative that can all too often be an unwanted consequence of financial success. Yet many families never succeed in realizing that vision, much less sustaining it for three, four, or five generations and beyond. James Hughes has thought deeply about these challenges, and his insights are at once practical and profound. For more than three decades, he has personally guided multiple generations of families in creating strategies to preserve their human and intellectual capital as well as their financial assets. His teachings synthesize insights from psychology, anthropology, political history, philosophy, economic theory, and the law, with examples ranging from Aristotle to cutting-edge social science theory. His ideas have been taken up by numerous exceptional families, by their advisers, and by scores of authors, practitioners, and academics who have found value in the methods he pioneered. The first edition of this book, privately published, became a word-of-mouth classic. Now, Hughes has updated and substantially expanded it with new chapters that challenge conventional notions of wealth and offer guidelines for conserving family assets in the broadest senses. Filled with tested principles and practices for family governance and joint decision making, it is a rich source of workable wisdom that family members can put into practice today, to the enduring benefit and gratitude of future generations.
Family Wealth Continuity: Building a Foundation for the Future (A Family Business Publication)
by David LanskyMost family business owners and wealth creators share an important vision: perpetuating family and wealth for many generations to come. To ensure wealth continuity, many families put into place various structures, plans, and processes, including estate plans (which may include multiple trusts), ownership succession plans, governance structures/strategies, and others. These sometimes-elaborate plans are aimed at preserving family wealth. In reality, for many families, they don’t. In fact, it has been estimated that a majority of estate plans in place fail, largely as a result of family conflict or communication problems. Author David Lansky reveals here that too many one-size-fits-all and elaborate continuity plans fail to take into account the idiosyncratic family factors that can interfere with continuity planning. Lansky details further how building the right foundation will help families implement the best continuity plans. Addressing that foundation effectively includes understanding the building blocks that make it up, assessing their strengths, and developing strategies to improve them. The specific building blocks include:• Learning Capacity • Familyness • Safe Communication Culture • Commitment to Personal Development• Effective Leadership of ChangeWhile richly informative, this book is not intended as a training manual, but rather as a starting point for important ideas and conversations. In fact, the goal of this book is to help families consider several related factors that go into a foundation for continuity, and to build more effective continuity plans and strategies based on their assessments.
Family Wealth Management
by Mark Haynes Daniell Tom McculloughIntroducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times Family Wealth Management is coauthored by two experts in the field of private wealth - one, a former director of Bain & Company and the chairman of two of the world's largest family trusts, and the other, a CEO of a leading global family office and professor of finance from University of Toronto. The book introduces you to a unique model of wealth management that produces the desired return outcomes while being consistent with a family's overarching goals and values. The approach combines the best traditional investment and portfolio management practices with innovative new approaches designed to successfully navigate through economic climates both fair and foul. While the authors address the critical "hard" issues of asset management, they also emphasize important "soft" issues of working with families to ensure that actions are congruent with objectives, in alignment with family governance principles and designed to help sustain and grow family wealth over multiple generations. The authors provide clear guidance on how to master each component. How to establish clear family vision, values, and goals as a critical foundation to a sound wealth management strategy How to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environments How to set a long-term family wealth strategy and define an asset allocation model that will produce the desired results How to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family's circumstance How to effectively monitor performance and respond to the need for change How to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period ahead How to successfully engage and educate the family to preserve and enhance the family's financial wealth and human capital over the generations
Family, Work and Well-Being: Emergence Of New Issues (SpringerBriefs in Well-Being and Quality of Life Research)
by Mia TammelinThis book analyses the current state-of-the-art research on families, working hours and well-being in Europe, addressing both paid and non-paid work from a family perspective, and introducing emerging issues related to working hours and family life. Further, it discusses the implications of these issues for the well-being of individuals and families. Examining topics such as the division of paid and non-paid work within families, flexibility patterns, the 24/7 society, intensification of work, and the implication of mobile technology for work–family relations, it illustrates how the experiences of working families differ depending on their socio-economic status