Governance around family wealth: How to preserve a long-term
value for families?

J 2023

Governance around family wealth: How to preserve a long-term value for families?

GRUNA, Miroslav a Kateřina RONOVSKÁ

Základní údaje

Originální název

Governance around family wealth: How to preserve a long-term value for families?

Autoři

GRUNA, Miroslav a Kateřina RONOVSKÁ

Vydání

Trusts & Trustees, England, Oxford Univ Press, 2023, 1363-1780

Další údaje

Jazyk

angličtina

Typ výsledku

Článek v odborném periodiku

Obor

50501 Law

Stát vydavatele

Velká Británie a Severní Irsko

Utajení

není předmětem státního či obchodního tajemství

Odkazy

Open access časopisu

Impakt faktor

Impact factor: 0.200

Označené pro přenos do RIV

Ano

Kód RIV

RIV/00216224:14220/23:00132302

Organizační jednotka

Právnická fakulta

DOI

https://doi.org/10.1093/tandt/ttad091

UT WoS

001106606400001

Klíčová slova česky

trust; governance; family charter; family office

Klíčová slova anglicky

trust; governance; family charter; family office

Štítky

rivok

Příznaky

Mezinárodní význam, Recenzováno

Změněno: 5. 4. 2024 16:42, Mgr. Petra Georgala

Anotace

V originále

AQ3Preservation of long-term values has been a challenge for wealthy families over centuries. What is valuable to each family should not only be measured in financial terms but also in the context of family harmony, avoiding disputes, and ensuring a shared understanding of the family’s long-term goals. This article focuses on and explains some key mechanisms that can assist families in the preservation and enhancement of those long-term values and goals, from informal ones such as family mission statements to more formal arrangements like family charters. The authors offer jurisdictional comparison of examples as to how these approaches apply in practice, including discussion about the legal enforceability of family charters.

Návaznosti

MUNI/A/1309/2022, interní kód MU

Název: Forms of family wealth management and the use of foundation and trust structures for intergenerational transfers

Investor: Masarykova univerzita, Forms of family wealth management and the use of foundation and trust structures for intergenerational transfers

Citovat

GRUNA, Miroslav a Kateřina RONOVSKÁ. Governance around family wealth: How to preserve a long-term value for families? Trusts & Trustees. England: Oxford Univ Press, 2023, roč. 30, č. 1, s. 29-36. ISSN 1363-1780. Dostupné z: https://doi.org/10.1093/tandt/ttad091.

@article{2340339,
   author = {Gruna, Miroslav and Ronovská, Kateřina},
   article_location = {England},
   article_number = {1},
   doi = {https://doi.org/10.1093/tandt/ttad091},
   keywords = {trust; governance; family charter; family office},
   language = {eng},
   issn = {1363-1780},
   journal = {Trusts & Trustees},
   title = {Governance around family wealth: How to preserve a long-term value for families?},
   url = {https://watermark.silverchair.com/ttad091.pdf?token=AQECAHi208BE49Ooan9kkhW_Ercy7Dm3ZL_9Cf3qfKAc485ysgAAA-EwggPdBgkqhkiG9w0BBwagggPOMIIDygIBADCCA8MGCSqGSIb3DQEHATAeBglghkgBZQMEAS4wEQQMgakSRhYKjfoOey47AgEQgIIDlP5PmMv0yd4rc5c_vvSnFMP9XyYHzS1vRuFmGRU_0Qhb6Z},
   volume = {30},
   year = {2023}
}

TY  - JOUR
ID  - 2340339
AU  - Gruna, Miroslav - Ronovská, Kateřina
PY  - 2023
TI  - Governance around family wealth: How to preserve a long-term value for families?
JF  - Trusts & Trustees
VL  - 30
IS  - 1
SP  - 29-36
EP  - 29-36
PB  - Oxford Univ Press
SN  - 13631780
KW  - trust
KW  - governance
KW  - family charter
KW  - family office
UR  - https://watermark.silverchair.com/ttad091.pdf?token=AQECAHi208BE49Ooan9kkhW_Ercy7Dm3ZL_9Cf3qfKAc485ysgAAA-EwggPdBgkqhkiG9w0BBwagggPOMIIDygIBADCCA8MGCSqGSIb3DQEHATAeBglghkgBZQMEAS4wEQQMgakSRhYKjfoOey47AgEQgIIDlP5PmMv0yd4rc5c_vvSnFMP9XyYHzS1vRuFmGRU_0Qhb6Z
N2  - AQ3Preservation of long-term values has been a challenge for wealthy families over centuries. What is valuable to each family should not only be measured in financial terms but also in the context of family harmony, avoiding disputes, and ensuring a shared understanding of the family’s long-term goals. This article focuses on and explains some key mechanisms that can assist families in the preservation and enhancement of those long-term values and goals, from informal ones such as family mission statements to more formal arrangements like family charters. The authors offer jurisdictional comparison of examples as to how these approaches apply in practice, including discussion about the legal enforceability of family charters.
ER  -

GRUNA, Miroslav a Kateřina RONOVSKÁ. Governance around family wealth: How to preserve a long-term value for families? \textit{Trusts \&{} Trustees}. England: Oxford Univ Press, 2023, roč.~30, č.~1, s.~29-36. ISSN~1363-1780. Dostupné z: https://doi.org/10.1093/tandt/ttad091.

Přehled o publikaci