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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...
| Call Number: | Libro Electrónico |
|---|---|
| Main Author: | |
| Format: | Electronic eBook |
| Language: | Inglés |
| Published: |
Upper Saddle River, N.J. :
Wharton School,
2006.
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| Subjects: | |
| Online Access: | Texto completo (Requiere registro previo con correo institucional) |
Table of Contents:
- 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.