Wealth and families : lessons from my life journey / Howard Stevenson with Shirley Spence.

Format:

Book

Author/Creator:

Stevenson, Howard H., author.

Spence, Shirley, author.

Contributor:

Johanna Lippincott Wharton Fund.

Language:

English

Subjects (All):

Stevenson, Howard H.

Investment advisors--United States--Biography.

Investment advisors.

Finance, Personal--Management.

Finance, Personal.

Wealth--Management.

Wealth.

Management.

United States.

Genre:

Biographies.

Physical Description:

142 pages : color illustrations ; 24 cm

Place of Publication:

Belmont, MA : Timberline LLC, [2016]

Summary:

[This book] traces its roots to a family member's request that Howard Stevenson share what he has learned from experience about investing, wealth, and life. It offers thoughtful reflections, guiding principles, practical advice, and lots of stories. Written by a leading business educator, "Wealth and Families" will be of interest to people just beginning their wealth journey, people who already have achieved some wealth and are trying to manage it, wealthy parents needing a framework for talking to their children about wealth, and wealth management professionals aspiring to better serve their clients. Topics include six truths gleaned from a life journey; the nature and dynamics of wealth; how to build and manage wealth; lessons learned about investing; how to get and use professional help; a rebuttal to family wealth models; a philosophy of family wealth; and challenges for [the future].--Amazon.

Notes:

Includes bibliographical references and index.

Local Notes:

Acquired for the Penn Libraries with assistance from the Johanna Lippincott Wharton Fund.

ISBN:

9780983748670

0983748675

9780983748663

0983748667

OCLC:

962736015