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portada Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors
Type
Physical Book
Author
Publisher
Language
English
Pages
464
Format
Hardcover
Dimensions
25.7 x 17.8 x 2.8 cm
Weight
1.06 kg.
ISBN13
9781119827702
Edition No.
1
Categories

Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors

Tom McCullough (Author) · Keith Whitaker (Author) · Wiley · Hardcover

Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors - McCullough, Tom ; Whitaker, Keith

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Synopsis "Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors "

Discover practical tools and strategies for helping wealthy families retain and grow wealth In Top Practices Wealthy Families and Their Advisors, accomplished family wealth experts Tom McCullough and Keith Whitaker deliver a comprehensive collection of practical activities that members of wealthy families can undertake to ensure their continued success and development. The book contains over 50 chapters, each highlighting a practical tool, exercise, or activity that can be applied by advisors or family members themselves. Each chapter is written by a recognized expert in the field who has used the highlighted tool, exercise, or activity over many years with great success. The book shows readers how to: Identify the factors that matter the most when it comes to retaining and growing family wealth Plan thoughtfully, invest wisely, and raise the next generation Share their decision making prudently and carefully combine family and business Incorporate charitable giving into an overall wealth strategy and seek sound advice Perfect for family wealth advisors, financial planners, and private bankers, Top Practices for Wealthy Families and Their Advisors is also an indispensable resource for managers of family trusts seeking to protect and advise their clients.

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The book is written in English.

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The binding of this edition is Hardcover.

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