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True Family Wealth


By: Chris Clarke 

Price: CAD $27.95

Publisher:   BARLOW BOOK PUBLISHING

Imprint: Barlow Book Publishing

368 Pages

9 X 6 ins

ISBN:  9781988025193 -- Paperback

Publication Date :05/18/2017

True Family Wealth believes family meetings, mission statements and family goal setting all play an active role in managing and preserving family wealth. As a Chartered Professional accountant, Trust and Estates Practitioner and Registered Financial Planner, author Chris Clarke takes a holistic approach to love and money and encourages the belief that money is not the end game. Real happiness lies within the family itself and how it uses its wealth to do good.

A lifelong financial plan for the whole family is key. So encourage education, help finance the young entrepreneurs in the family, and realize that this collaborative financial structure will benefit the whole family group. A system should be put in place to preserve your family's wealth and legacy. "Canadians are especially guilty of destroying wealth from one generation to the next with its practice of passing along inherited bequests directly to the next generation through wills." Chris Clark's approach - what she calls the Family Treasury process - keeps the wealth intact in an investment holding company that provides share ownership for the next generation. - Money Sense book review

A wonderful book. A unique and holistic goal-based approach to wealth planning for individuals and families. - Caroline Mulroney Lapham, CIM

A magnificent work on this important topic. I won't ever think of money in the same terms after reading this book. True Family Wealth is a must for advisors and families committed to sustaining themselves across the generations. It is a study grounded in deep thought and practical applications. Workshops at family gatherings would do well to have this work as their bible. - Dirk Junge, Chairman, Pitcairn Trust Co.

Chris looks at wealth as more than money. Her perspective, that true wealth is not just individual wealth but a family legacy to be passed down through the generations, is illuminating. I really appreciated how The Family Treasury creates a continuum of care, so that instead of one generation passing the torch to the next, who may be unprepared, they all carry the torch at the same time. That builds wealth stewards. - Michael Reddy, President, Redvest Corporation Ltd.


Chris Clarke is CEO and co-owner of First Affiliated Family Office Group., which helps families in Toronto, across Canada and overseas manage their finances. She helps her client families deal with a wide array of wealth, lifestyle, and legacy issues, an approach that earned her recognition from the International Society of Trust and Estate Practitioners as one of the world's top multi-family offices. Chris is a Chartered Professional Accountant (CPA), Trust and Estates Practitioner (TEP), and a Registered Financial Planner (RFP), the highest accreditation offered by the Institute of Advance Financial Planners. Chris is also certified as a Family Mediator by the Canadian Association of Family Enterprise (CAFE). Chris and her husband, Karl Mortveit, are living an inspired life in the countryside near Thornbury, Ontario where their three adult children thrive and their national business continues to grow.



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