About the Book
Solid Financial Advice & Inspiration for Families & Wealth Advisors
True Family Wealth is a crossover book, that offers both solid financial advice from a Family Office wealth manager as well as thought provoking and practical guidance for families who want their adult children to thrive.
Parents these days often ask themselves the same questions: How do we make sure our children live inspired lives? And where should they get the resources to do it? True Family Wealth provides answers to those willing to act. It’s written for parents who have achieved financial success or are on their way to doing so, but now face the concern that their children may not live up to their full potential.
FOR FAMILIES:
True Family Wealth: Love, Money & an Inspired Life, is written for “true” wealth creators who want to ensure their maturing children are able to choose their own path to fulfillment. This book provides inspired perspectives that challenge beliefs about money and family. It also offers best business practices to transform families into effective teams that have a common purpose, where each individual is empowered to create a life abundant in love, money, and inspiration.
“Informed, friendly, timely and effective. Chris, in many ways, is part of our family.”
— John Wetmore, former President and CEO, IBM Canada Ltd.
FOR WEALTH ADVISORS & FINANCIAL PROFESSIONALS:
The book can also be used as a resource and conversation starter with your clients. The book offers tried and true processes to help families transcend the troublesome issues surrounding money and relationships while fostering financial acumen and an attitude of gratitude in the next generation of wealth stewards.
A STEP BY STEP GUIDE USING BUSINESS PRACTICES TO HELP FAMILIES:
- Make sure each member lives a fulfilling and enriched life.
- Help adult children discover their passion and learn to communicate with other family members more effectively.
- Find a common purpose for the family—such as a business or a philanthropic goal—that can inspire and engage everyone.
- Gain peace of mind for the preservation and growth of family money.
- Teach young people how to become wealth stewards.
ENDORSEMENTS:
| “What a magnificent work on this important topic. Chris’s work around the Family Treasury and its importance is a treasure in itself for either families of wealth or to wealth advisors alike. I’d never thought of money as equaling units of Life Energy Quotient. 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. 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. |
| “Congratulations. What a wonderful book. A unique and holistic goals based approach to wealth planning for individuals and families. I really appreciate how it begins with a deep look at the individual, who they are, what they want from life, then doing the same for the family. We are all wealth creators; the question is what do we want to create? Loved the sections on charitable foundations and the Life Energy Quotient. You’re right, time is our greatest treasure.“ |
| Caroline Mulroney Lapham, CIM |
| “Chris looks at wealth as more than money. More importantly, I found her perspective that true wealth is more than individual wealth, but a family legacy to be passed down through the generations 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. |
| “To often I encounter families whose wealth growth and succession plans have become threatened or even destroyed because the money itself was seen as the ultimate goal. Chris Clarke’s book attacks this premise head on seeking to show that wealth, family and personal and dare I say spiritual growth should be looked at as a unit to achieve financial, family and life success. This thought provoking book is highly recommended for people seeking to grow in all these ways with their families into the future” |
| Brian Cohen, Partner Gowling WLG |
| “Regardless of your current position in life, anyone can benefit from the thought provoking guidance and practical advice throughout Chris’s book. This book will reframe your perceptions about wealth and the pursuit of wealth while providing you hands on tools to realize True Family Wealth. This isn’t a get rich quick book, this is a how to build and live a fulfilling life book.” |
| Doug Arscott , President, The Juice Plus+ Company Canada |
| “The emotions of money and the relationship issues created around money have had a profound impact on our health, our family and our society. This is the most comprehensive assessment of what it takes to have a healthy relationship with money and each other that I have come across so far.” |
| Sandra Stewart, CCS, Advisor & Cash Flow Specialist, High Road Financial Planning |
| “As a Money Coach, I speak with families daily about their money hopes, concerns and worries. Every family should use this informative book as a useful resource to facilitate money conversations and to develop their family wealth strategy. “ |
| Janet Gray, Certified Financial Planner with Money Coaches Canada |
| “Truly inspiring. The mix between spiritualism and wealth creation is very empowering. Your explanation of the value of the meditative experience as a profound experience which helps us all, build wealth within and without was one of the best descriptions I have read.” |
| Barry Mills, CPCA, EPC, CAFA |
| “We will forever be grateful for the financial structure Chris and her team have built and supported for our family for so many years.” |
| Brent Hollister, Retired President and CEO of Sears Canada |
| “Informed, friendly, timely and effective…in many ways, part of our family” |
| John Wetmore, former President and CEO, IBM Canada Ltd. |
| “Wise advice from a trusted advisor and friend” |
| Sinan Akdeniz, President, East Coast Fund Management; former Vice Chair and COO of TD Securities. |
| “This is a thoughtful and creative guide to building and managing wealth in today’s society”. |
| Richard Pilosof, Founding Partner and CEO, RP Investment Advisors |
| “Congratulations… this is a very valuable guide for families. I am going to introduce it to my kids… hopefully we can follow your lead with all the benefits of the very important Family Treasury.” |
| Dr. Raymond Rupert, Founder & Medical Director, Rupert Case Management Inc. |