The Legacy Family

DOUGLAS K. FREEMAN is chief executive officer of IFF Advisors, Inc. and founder of the law firm, Freeman, Freeman& Smiley, LLP.  DR LEE HAUSNER is president of IFF Advisors, Inc., and served as the senior psychologist for the Beverly Hills Unified School District for 19 years.

Introduction
Roadmap to a Legacy Family
The Family Constitution
Family Communications
The Family Meeting
Family Governance
Family Wealth Planning
The Family Bank
Family Shared Assets
The Family Foundation
Financial Competency and Life Skill Training
Family Business Succession
Handling Conflict
The Brain Trust
Taking the First Step
Appendix: Useful Tools
Family Strategic Planning Issues
Sample Family Constitution
Sample Family Meeting Agenda and Topics
Common Feeling Words
Family Conflicts in Wealth Planning Issues and Triggers Checklist
Sample Family Shared Asset Agreement
Comparisons Between Private Foundations and Donor Advised Funds
Ten Frequently Asked Questions Regarding Foundation Governance and Management
Financial Competency Checklist
Reference Books and Reading List