Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors by Tom McCullough, Keith Whitaker
English | September 7, 2022 | ISBN: 1119827701 | 464 pages | MOBI | 8.05 Mb
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 wealthPlan thoughtfully, invest wisely, and raise the next generationShare their decision making prudently and carefully combine family and businessIncorporate charitable giving into an overall wealth strategy and seek sound advicePerfect for family wealth advisors, financial planners, and private bankers, Top Practices for Wealthy Families and Their Advisorsis also an indispensable resource for managers of family trusts seeking to protect andadvise their clients.
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