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Wealth of Wisdom - Top Practices for Wealthy Families and Their Advisors (Hardcover)
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Wealth of Wisdom - Top Practices for Wealthy Families and Their Advisors (Hardcover)
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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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