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...

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Bibliographic Details
Call Number:Libro Electrónico
Other Authors: McCullough, Tom (Financial planner) (Editor), Whitaker, Albert Keith (Editor)
Format: Electronic eBook
Language:Inglés
Published: Hoboken, New Jersey : John Wiley & Sons, Inc., [2022]
Subjects:
Estate planning.
Finance, Personal.
Families > Economic aspects.
Family trusts.
Wealth.
Planification successorale.
Familles > Aspect économique.
Fiducie de famille.
Richesse.
wealth.
Estate planning
Families > Economic aspects
Family trusts
Finance, Personal
Wealth
Online Access:Texto completo (Requiere registro previo con correo institucional)
Table of 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

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