Dynastic Planning

Dynastic Planning
Author: Walid S. Chiniara
Publisher: Business Expert Press
Total Pages: 181
Release: 2020-05-06
Genre: Business & Economics
ISBN: 1949991830

This book is designed to be a guide to demystify the journey leading to preserving family legacy. It is based on the fact that a family business is a partnership among its members, and that the most successful family business succession plan is the one devised by the family itself. In this book, the author shares his unique experience working with hundreds of business families and next-generation family business entrepreneurs from across the world. His 7-Step MethodologyTM offers an innovative and a systemic approach to family business succession planning and related conflict management. It focuses on the importance of maintaining an open dialogue among family members, and it paves the way to a structured conversation among those interested in achieving an orderly transfer of wealth from one generation to another. The author further discusses the elements that traditionally cause tensions among partners who happen to be family members, and offers solutions that have been tried and tested over two decades and that are based on real-life examples and success stories. This text is designed for families in business who wish to start a succession planning conversation and to family business advisors invited to facilitate such a conversation.

The PPLI Solution

The PPLI Solution
Author: Kirk Loury
Publisher: John Wiley & Sons
Total Pages: 368
Release: 2010-07-23
Genre: Business & Economics
ISBN: 9780470884973

Private placement life insurance (PPLI) was once the exclusive domain of wealthy investors willing to tackle the logistical challenges of the offshore insurance market. The investment portfolio, tax, and estate-planning applications, and ongoing investment potential of these policies made the effort worthwhile. In recent years, though, a number of U.S.-based insurance companies have developed similar policies that meet all U.S. insurance, investment, and tax regulations. PPLI is becoming a fundamental component of effective tax, trust, and estate planning, but few sources have been available to detail the best practices—until now. The PPLI Solution can serve as a resource for effective execution. Written by leading practitioners, the book will position advisers to capitalize as PPLI expands further into the high-net-worth market and becomes available to individuals with an investable net worth as low as $1 million. Few investors—whatever their net worth—will want to venture into the PPLI market without guidance. The PPLI Solution addresses the needs of investment managers, consultants, attorneys, and accountants who want to achieve the broad understanding of PPLI's applications required of those providing advice. It can serve as an authoritative source for anyone—including investors—seeking to know more about PPLI’s nearly perfect tax efficiency, solid creditor protection, and powerful means of creating wealth.

Dynastic Identity in Early Modern Europe

Dynastic Identity in Early Modern Europe
Author: Liesbeth Geevers
Publisher: Routledge
Total Pages: 310
Release: 2016-04-29
Genre: History
ISBN: 1317147340

Aristocratic dynasties have long been regarded as fundamental to the development of early modern society and government. Yet recent work by political historians has increasingly questioned the dominant role of ruling families in state formation, underlining instead the continued importance and independence of individuals. In order to take a fresh look at the subject, this volume provides a broad discussion on the formation of dynastic identities in relationship to the lineage’s own history, other families within the social elite, and the ruling dynasty. Individual chapters consider the dynastic identity of a wide range of European aristocratic families including the CroÃs, Arenbergs and Nassaus from the Netherlands; the Guises-Lorraine of France; the Sandoval-Lerma in Spain; the Farnese in Italy; together with other lineages from Ireland, Sweden and the Austrian Habsburg monarchy. Tied in with this broad international focus, the volume addressed a variety of related themes, including the expression of ambitions and aspirations through family history; the social and cultural means employed to enhance status; the legal, religious and political attitude toward sovereigns; the role of women in the formation and reproduction of (composite) dynastic identities; and the transition of aristocratic dynasties to royal dynasties. In so doing the collection provides a platform for looking again at dynastic identity in early modern Europe, and reveals how it was a compound of political, religious, social, cultural, historical and individual attitudes.

Makers of Modern Strategy from Machiavelli to the Nuclear Age

Makers of Modern Strategy from Machiavelli to the Nuclear Age
Author: Peter Paret
Publisher: Oxford University Press
Total Pages: 964
Release: 1986-10-30
Genre: History
ISBN: 9780198200970

War cannot be controlled in future without an understanding of its past. These essays analyse war, its strategic characteristics and its political and social functions, over the past five centuries.

Managing Business Family Dynasties

Managing Business Family Dynasties
Author: Tom A. Rüsen
Publisher: Springer Nature
Total Pages: 139
Release: 2021-10-15
Genre: Business & Economics
ISBN: 3030826198

This book deals with dynastic business families. Such families are characterized by a circle of owners comprising more than 50 family members, which typically face specific issues and challenges for which there has been little research knowledge and practical approaches until now. The book presents results and findings from a special research project on “big family management” where 7 representatives of dynastic families from Germany were studied over a 3-year period. The result was the identification of six topic areas that management in these business families has to deal with. At the same time, the study observes that dynastic business families hardly follow the logic of classic families anymore, but can rather be understood as networks with common family backgrounds. The study also reveals that a large number of business families are heading for large shareholder groups due to changed inheritance practices. The contents outlined here provide an orientation framework for the growing business family.

Dynastic Colonialism

Dynastic Colonialism
Author: Susan Broomhall
Publisher: Routledge
Total Pages: 442
Release: 2016-03-10
Genre: History
ISBN: 1317266366

Dynastic Colonialism analyses how women and men employed objects in particular places across the world during the early modern period in order to achieve the remarkable expansion of the House of Orange-Nassau. Susan Broomhall and Jacqueline Van Gent explore how the House emerged as a leading force during a period in which the Dutch accrued one of the greatest seaborne empires. Using the concept of dynastic colonialism, they explore strategic behaviours undertaken on behalf of the House of Orange-Nassau, through material culture in a variety of sites of interpretation from palaces and gardens to prints and teapots, in Europe and beyond. Using over 140 carefully selected images, the authors consider a wide range of visual, material and textual sources including portraits, glassware, tiles, letters, architecture and global spaces in order to rethink dynastic power and identity in gendered terms. Through the House of Orange-Nassau, Broomhall and Van Gent demonstrate how dynasties could assert status and power by enacting a range of colonising strategies. Dynastic Colonialism offers an exciting new interpretation of the complex story of the House of Orange-Nassau‘s rise to power in the early modern period through material means that will make fascinating reading for students and scholars of early modern European history, material culture, and gender. This book is highly illustrated throughout. The print edition features the images in black and white, whereas the eBook edition contains the illustrations in colour.

The Limits of Empire: European Imperial Formations in Early Modern World History

The Limits of Empire: European Imperial Formations in Early Modern World History
Author: William Reger
Publisher: Routledge
Total Pages: 415
Release: 2016-03-03
Genre: History
ISBN: 1317025334

This volume, published in honor of historian Geoffrey Parker, explores the working of European empires in a global perspective, focusing on one of the most important themes of Parker’s work: the limits of empire, which is to say, the centrifugal forces - sacral, dynastic, military, diplomatic, geographical, informational - that plagued imperial formations in the early modern period (1500-1800). During this time of wrenching technological, demographic, climatic, and economic change, empires had to struggle with new religious movements, incipient nationalisms, new sea routes, new military technologies, and an evolving state system with complex new rules of diplomacy. Engaging with a host of current debates, the chapters in this book break away from conventional historical conceptions of empire as an essentially western phenomenon with clear demarcation lines between the colonizer and the colonized. These are replaced here by much more fluid and subtle conceptions that highlight complex interplays between coalitions of rulers and ruled. In so doing, the volume builds upon recent work that increasingly suggests that empires simply could not exist without the consent of their imperial subjects, or at least significant groups of them. This was as true for the British Raj as it was for imperial China or Russia. Whilst the thirteen chapters in this book focus on a number of geographic regions and adopt different approaches, each shares a focus on, and interest in, the working of empires and the ways that imperial formations dealt with - or failed to deal with - the challenges that beset them. Taken together, they reflect a new phase in the evolving historiography of empire. They also reflect the scholarly contributions of the dedicatee, Geoffrey Parker, whose life and work are discussed in the introductory chapters and, we’re proud to say, in a delightful chapter by Parker himself, an autobiographical reflection that closes the book.

2012 Estate Planning

2012 Estate Planning
Author: Martin Shenkman
Publisher: eBookIt.com
Total Pages: 108
Release: 2012-09
Genre: Law
ISBN: 1456610406

2012 may be the most important year in history for tax planning. More wealth may be transferred in the waning months of 2012 than any other year. What can and should you do to take advantage of the potentially astounding planning opportunities that are available? What are the risks associated with this planning and how can you minimize those risks? With much of the planning so complicated how can you make decisions as to which of various alternatives are best fore you? Three of the nation's leading tax experts have addressed all these critical issues and so much more in this timely and authoritative book. This book is written to be accessible to sophisticated taxpayers who can personally benefit from this planning. But because of the broad coverage of even esoteric topics, some discussions are a bit tough. This book will also prove an invaluable resource for CPAs, financial planners, insurance consultants, and attorneys. The supplemental appendices for professional advisers with practical forms, sample legal provisions, and client letters practitioners can use will all prove a useful resource making this book a must read for professionals.