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Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors

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Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors - McCullough, Tom, and Whitaker, Keith
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"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 ...

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Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors 2022, Wiley

ISBN-13: 9781119827702

Hardcover