Complete Family Wealth: Wealth as Well-Being (Bloomberg)

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(as of Dec 05, 2025 18:49:11 UTC – Details)

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. In addition, Complete Family Wealth’s second edition provides readers with:

A new chapter on “the big reveal,” suggesting ways to encourage positive, life-affirming reception of the revelation of present or future wealthAn additional chapter on preserving the beloved family vacation homeTwo new appendices: “Fiduciary Course Curriculum,” dedicated to enhancing the education of trustees and beneficiaries; and “Key Practices for Families During Challenging Times,” a response to the pandemic but relevant to all trying periods for familiesExamples that make these practices accessible to a broad audience across the wealth spectrum.

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.

Publisher ‏ : ‎ Bloomberg Press
Publication date ‏ : ‎ January 12, 2022
Edition ‏ : ‎ 2nd
Language ‏ : ‎ English
Print length ‏ : ‎ 224 pages
ISBN-10 ‏ : ‎ 1119820030
ISBN-13 ‏ : ‎ 978-1119820031
Item Weight ‏ : ‎ 2.31 pounds
Dimensions ‏ : ‎ 6.1 x 0.9 x 9.1 inches
Best Sellers Rank: #187,172 in Books (See Top 100 in Books) #16 in Estates & Trusts Law #58 in Wealth Management (Books) #383 in Investing (Books)
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