Wealth of wisdom : top practices for wealthy families and their advisors / edited by Tom McCullough, Keith Whitaker.

Format:

Book

Author/Creator:

McCullough

Contributor:

McCullough, Tom (Financial planner), editor.

Whitaker, Albert Keith, editor.

Language:

English

Subjects (All):

Estate planning.

Finance, Personal.

Families--Economic aspects.

Families.

Family trusts.

Wealth.

Physical Description:

1 online resource (461 pages)

Place of Publication:

Wiley-Blackwell 2022

Hoboken, New Jersey : John Wiley & Sons, Incorporated, [2022]

Summary:

"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 worksheets that families and their advisors can use. Each section will have an introduction from the authors and will feature chapters from recognized experts on the one of the key topics in the section where they share practical tools that families can use to develop this area of their life and wealth. The book will also contain chapters on the best practices of executing family activities and tips from experienced practitioners to achieve a successful outcome"-- Provided by publisher.

Contents:

Introduction

Assessing Your Family's True Needs

SECTION 1 Thinking through What Matters Most

SECTION 2 Becoming a Learning Family

SECTION 3 Planning Thoughtfully

SECTION 4 Investing Wisely

SECTION 5 Seeking Sound Advice

SECTION 6 Raising the Rising Generation

SECTION 7 Navigating Family Dynamics

SECTION 8 Making Shared Decisions

SECTION 9 Giving Together

Notes:

Includes bibliographical references and index.

Description based on print version record.

Other Format:

Print version: McCullough, Tom Wealth of Wisdom

ISBN:

9781119827726

1119827728

9781119827917

1119827914

9781119827719

111982771X

OCLC:

1304832814