Wealth of wisdom : top practices for wealthy families and their advisors
by
 
McCullough, Tom (Financial planner), editor.

Title
Wealth of wisdom : top practices for wealthy families and their advisors

Author
McCullough, Tom (Financial planner), editor.

ISBN
9781119827719
 
9781119827726
 
9781119827917

Physical Description
1 online resource (xxvii, 430 pages) : illustrations (some color)

Contents
Introduction -- Assessing Your Family's True Needs -- SECTION 1 Thinking through What Matters Most -- SECTION 2 Becoming a Learning Family -- SECTION 3 Planning Thoughtfully -- SECTION 4 Investing Wisely -- SECTION 5 Seeking Sound Advice -- SECTION 6 Raising the Rising Generation -- SECTION 7 Navigating Family Dynamics -- SECTION 8 Making Shared Decisions -- SECTION 9 Giving Together

Abstract
"This book will identify and demonstrate the practical activities wealthy families take to ensure their continued success and development. It will be organized into nine sections: Thinking through what matters most Planning thoughtfully Investing wisely Raising the rising generation Making shared decisions Combing family and business Giving well Seeking sound advice Facing the future Global leaders in family wealth will contribute the very best practical tools, exercises, activities, cases studies, questionnaires, and worksheets that families and their advisors can use. Each section will have an introduction from the authors and will feature chapters from recognized experts on the one of the key topics in the section where they share practical tools that families can use to develop this area of their life and wealth. The book will also contain chapters on the best practices of executing family activities and tips from experienced practitioners to achieve a successful outcome"-- Provided by publisher.

Local Note
John Wiley and Sons

Subject Term
Estate planning.
 
Finance, Personal.
 
Families -- Economic aspects.
 
Family trusts.
 
Wealth.
 
Planification successorale.
 
Familles -- Aspect économique.
 
Fiducie de famille.
 
Richesse.
 
Planification financière personnelle.
 
Wealth Management.
 
Money Management.
 
Personal Finance.
 
BUSINESS & ECONOMICS.
 
Estates & Trusts.
 
LAW.
 
Finance.
 
Estate planning
 
Families -- Economic aspects
 
Family trusts
 
Finance, Personal
 
Wealth

Genre
Electronic books.

Added Author
McCullough, Tom (Financial planner),
 
Whitaker, Albert Keith,

Electronic Access
https://onlinelibrary.wiley.com/doi/book/10.1002/9781119827917


LibraryMaterial TypeItem BarcodeShelf Number[[missing key: search.ChildField.HOLDING]]Status
Online LibraryE-Book597446-1001HG179 .W43 2022Wiley E-Kitap Koleksiyonu