財富跨世代：家族財富的管理與傳承

第一章　為什么富過三代這么難
第一節(jié)　富有階層，跌落的原因······················································3
第二節(jié)　富過三代，艱難的挑戰(zhàn)······················································8
第三節(jié)　財富平分，錯誤的選擇·····················································13
第四節(jié)　認知局限，失敗的根本·····················································15
第二章　財富管理是在管什么
第一節(jié)　重新定義財富管理···························································25
第二節(jié)　管理流動性：財富不流動不增值··········································32
第三節(jié)　管理風(fēng)險：富貴險中求·····················································34
第四節(jié)　富人的財富管理邏輯························································38
第五節(jié)　財富管理的系統(tǒng)化···························································42
第三章　企業(yè)財產(chǎn)合規(guī)化
第一節(jié)　家企隔離：守護家族財富安全············································50
第二節(jié)　擔(dān)保、對賭與代持：穿透的不只是財富·································61
第三節(jié)　家族債務(wù)風(fēng)險隔離策略·····················································72
第四節(jié)　刑事責(zé)任風(fēng)險：企業(yè)主的成功陷阱·······································78
第四章　合規(guī)財產(chǎn)私有化
第一節(jié)　什么是財富管理中的財富私有化··········································92
第二節(jié)　企業(yè)財富私有化的實現(xiàn)路徑···············································93
第三節(jié)　企業(yè)上市，財富落袋為安················································ 105
第四節(jié)　個稅，不可跨越的必經(jīng)之門··············································114
第五章　私有財產(chǎn)系統(tǒng)化
第一節(jié)　資產(chǎn)配置的相關(guān)概念、作用及結(jié)構(gòu)····································· 120
第二節(jié)　保險在資產(chǎn)配置中的規(guī)劃與意義········································ 142
第三節(jié)　系統(tǒng)化管理，需要重視婚姻風(fēng)險與防范······························· 156
第四節(jié)　財富全球化，需要考量全球身份規(guī)劃·································· 174
第五節(jié)　稅務(wù)合規(guī)與籌劃，財富安全私有化的根本···························· 182
第六節(jié)　家族辦公室的選擇與設(shè)立················································ 200
第六章　系統(tǒng)財產(chǎn)傳承化
第一節(jié)　財富傳承沒有機會再重來················································ 220
第二節(jié)　家族財產(chǎn)繼承分析························································· 230
第三節(jié)　不同司法環(huán)境下的家族信托············································· 253
第四節(jié)　家族慈善基金的運營與管理············································· 285
第五節(jié)　家族傳承與家族憲章······················································ 299
第七章　選對財富管理從業(yè)者
第一節(jié)　要特別小心只談優(yōu)勢與低價競爭的從業(yè)者···························· 321
第二節(jié)　真正的專業(yè)人士會從客戶的角度去規(guī)劃······························· 325
第三節(jié)　高知名度不等于高質(zhì)量服務(wù)············································· 326
第四節(jié)　選擇“三有”專業(yè)人士··················································· 328
第五節(jié)　如何評估職業(yè)道德························································· 331
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