Discover practical tools and strategies for helping wealthy families retain and grow wealth
In Top Practices Wealthy Families and 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 contains over 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 and advise their clients.
Author: Tom McCullough,Keith Whitaker
Publisher: John Wiley & Sons
Publish Date: 2022-09-07
Edition: 1
ISBN: 1119827701
ISBN 13: 9781119827702
Dimension: Length: 7.299198 inches, Width: 1.200785 inches, Height: 10.200767 inches
Weight: Weight: 2.4000403690368 pounds
Binding: Hardcover
Pages: 464
Discover practical tools and strategies for helping wealthy families retain and grow wealth
In Top Practices Wealthy Families and 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 contains over 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 and advise their clients.
Author: Tom McCullough,Keith Whitaker
Publisher: John Wiley & Sons
Publish Date: 2022-09-07
Edition: 1
ISBN: 1119827701
ISBN 13: 9781119827702
Dimension: Length: 7.299198 inches, Width: 1.200785 inches, Height: 10.200767 inches
Weight: Weight: 2.4000403690368 pounds
Binding: Hardcover
Pages: 464