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Grow wealthy, stay wealthy : an insider's guide for you and your family /

"Stuart Lucas reveals the secrets of building and protecting wealth that lasts for generations. Wealth teaches you how to: generate higher, more predictable investment returns after fees and taxes; identify, retain, and coordinate the right advisors - and get the right advice; measure the resul...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Lucas, Stuart E.
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Upper Saddle River, N.J. : Wharton School, 2006.
Temas:
Acceso en línea:Texto completo (Requiere registro previo con correo institucional)

MARC

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505 0 |a 1. Protecting and growing your wealth -- 2. Eight principles of strategic wealth management -- 3. Everything begins with values -- 4. Defining your financial objectives -- 5. The enchanted forest, the secret society and the capital kibbutz -- 6. Picking your investment strategy -- 7. Making your most important hire -- 8. Taxes can be your ally! -- 9. Promoting entrepreneurial stewardship -- 10. Making philanthropy part of your strategic wealth program -- 11. Putting it all together : multigenerational planning and wealth transfer. 
520 1 |a "Stuart Lucas reveals the secrets of building and protecting wealth that lasts for generations. Wealth teaches you how to: generate higher, more predictable investment returns after fees and taxes; identify, retain, and coordinate the right advisors - and get the right advice; measure the results you're achieving; transfer your assets to future generations intact - and your values, too; intelligently manage wealth you've received through inheritance or selling a business; make sure your children can capably manage the wealth you leave them; and use your wealth to pursue your passions - and help your family members pursue theirs."--Jacket 
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