Price: [price_with_discount]
(as of [price_update_date] – Details)
[ad_1]
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 wealthPlan thoughtfully, invest wisely, and raise the next generationShare their decision making prudently and carefully combine family and businessIncorporate 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.
Publisher : Wiley; 1st edition (Sept. 7 2022)
Language : English
Hardcover : 464 pages
ISBN-10 : 1119827701
ISBN-13 : 978-1119827702
Item weight : 1.11 kg
Dimensions : 18.03 x 3.05 x 25.15 cm
[ad_2]
Stacy A. –
As an avid reader, out of the *scores* of books I have purchased this year, this one tops the list as being the most useful for gaining frameworks to put immediately to use in service to families and advisors who are looking to more skillfully navigate the tricky terrain of financial capital. (Examples range from chapters on Four Profound Q’s, to moving from Expectation to Agreement, to Generative Communication (listening).This book demonstrates the power of collaboration when you invite top practitioners to generously share their best ideas that work. AND the power is elevated with the accompanying podcast series. Highly, highly recommend.
Shawn Mason –
The field was absolutely ready for a practical application collection just like this! Much appreciate all of the authors!
Bah999 –
Written for those with no life experience or common sense. Not much useful information that any reasonable person can’t figure out on their own, without diagrams and fancy charts.