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Wealth of wisdom : top practices for wealthy families and their advisors /
"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 shar...
| Clasificación: | Libro Electrónico |
|---|---|
| Otros Autores: | , |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
John Wiley & Sons, Inc.,
[2022]
|
| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
MARC
| LEADER | 00000cam a2200000 i 4500 | ||
|---|---|---|---|
| 001 | OR_on1304832814 | ||
| 003 | OCoLC | ||
| 005 | 20231017213018.0 | ||
| 006 | m o d | ||
| 007 | cr ||||||||||| | ||
| 008 | 220317s2022 njua ob 001 0 eng | ||
| 010 | |a 2022013208 | ||
| 040 | |a DLC |b eng |e rda |c DLC |d OCLCO |d OCLCF |d OCLCO |d YDX |d DG1 |d ORMDA |d OCLCQ |d UPM |d OCLCQ |d UBY |d OCLCO | ||
| 019 | |a 1304257297 | ||
| 020 | |a 9781119827719 |q electronic publication | ||
| 020 | |a 111982771X |q electronic publication | ||
| 020 | |a 9781119827726 |q adobe |q electronic book | ||
| 020 | |a 1119827728 |q adobe |q electronic book | ||
| 020 | |a 9781119827917 |q electronic book | ||
| 020 | |a 1119827914 |q electronic book | ||
| 020 | |z 9781119827702 |q hardcover | ||
| 029 | 1 | |a AU@ |b 000072898619 | |
| 035 | |a (OCoLC)1304832814 |z (OCoLC)1304257297 | ||
| 037 | |a 9781119827702 |b O'Reilly Media | ||
| 042 | |a pcc | ||
| 050 | 0 | 4 | |a HG179 |b .W43 2022 |
| 082 | 0 | 0 | |a 332.024/01 |2 23/eng/20220317 |
| 049 | |a UAMI | ||
| 245 | 0 | 0 | |a Wealth of wisdom : |b top practices for wealthy families and their advisors / |c [edited by] Tom McCullough, Keith Whitaker. |
| 264 | 1 | |a Hoboken, New Jersey : |b John Wiley & Sons, Inc., |c [2022] | |
| 300 | |a 1 online resource (xxvii, 430 pages) : |b illustrations (some color) | ||
| 336 | |a text |b txt |2 rdacontent | ||
| 337 | |a computer |b c |2 rdamedia | ||
| 338 | |a online resource |b cr |2 rdacarrier | ||
| 347 | |a data file |2 rda | ||
| 504 | |a Includes bibliographical references and index. | ||
| 520 | |a "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"-- |c Provided by publisher. | ||
| 588 | |a Description based on online resource; title from digital title page (viewed on September 12, 2022). | ||
| 505 | 0 | |a 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 | |
| 590 | |a O'Reilly |b O'Reilly Online Learning: Academic/Public Library Edition | ||
| 650 | 0 | |a Estate planning. | |
| 650 | 0 | |a Finance, Personal. | |
| 650 | 0 | |a Families |x Economic aspects. | |
| 650 | 0 | |a Family trusts. | |
| 650 | 0 | |a Wealth. | |
| 650 | 6 | |a Planification successorale. | |
| 650 | 6 | |a Familles |x Aspect économique. | |
| 650 | 6 | |a Fiducie de famille. | |
| 650 | 6 | |a Richesse. | |
| 650 | 7 | |a wealth. |2 aat | |
| 650 | 7 | |a Estate planning |2 fast | |
| 650 | 7 | |a Families |x Economic aspects |2 fast | |
| 650 | 7 | |a Family trusts |2 fast | |
| 650 | 7 | |a Finance, Personal |2 fast | |
| 650 | 7 | |a Wealth |2 fast | |
| 700 | 1 | |a McCullough, Tom |c (Financial planner), |e editor. | |
| 700 | 1 | |a Whitaker, Albert Keith, |e editor. | |
| 776 | 0 | 8 | |i Print version: |t Top practices for wealthy families and their advisors |d Hoboken, New Jersey : John Wiley & Sons, Inc., [2022] |z 9781119827702 |w (DLC) 2022013207 |
| 856 | 4 | 0 | |u https://learning.oreilly.com/library/view/~/9781119827702/?ar |z Texto completo (Requiere registro previo con correo institucional) |
| 938 | |a YBP Library Services |b YANK |n 303109396 | ||
| 994 | |a 92 |b IZTAP | ||