eBook - PDF

Wealth of Wisdom

Name: Wealth of Wisdom
Author: Tom McCullough,Keith Whitaker

Top Practices for Wealthy Families and Their Advisors

Tom McCullough,

Keith Whitaker,

English
PDF
Available on iOS & Android

eBook - PDF

Wealth of Wisdom

Top Practices for Wealthy Families and Their Advisors

Tom McCullough,

Keith Whitaker,

About this book

Discover practical tools and strategies for helping wealthy families retain and grow wealth

In Top Practices Wealthy Familiesand 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 containsover 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 wealth
Plan thoughtfully, invest wisely, and raise the next generation
Share their decision making prudently and carefully combine family and business
Incorporate 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 andadvise their clients.

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Yes, you can access Wealth of Wisdom by Tom McCullough,Keith Whitaker in PDF and/or ePUB format, as well as other popular books in Business & Wealth Management. We have over one million books available in our catalogue for you to explore.