Overview
Indispensable advice for building a lasting financial legacy
Building wealth is hard to do, but maintaining that wealthacross generations is even more challenging. In The Stewardshipof Wealth: Successful Private Wealth Management for Investors andTheir Advisors + Website, wealth advice expert Gregory Curtisreveals the investment secrets of the world's wealthiest families,so that financial planners, fund managers, and wealthy individualseverywhere can follow in their footsteps. Outlining the bestpractices for preserving and growing wealth, the book detailsexactly how to build a lasting financial legacy in the face oftaxes, inflation, investment costs, and the conflicts of interestthat are endemic to the financial advisory business.
Wealthy families are at the very heart of America'sexceptionalism, of the vigor, resilience, and creativity that havemade the U.S. the most successful nation in history. TheStewardship of Wealth's discusses the crucial role privatewealth continues to play in America's remarkable economic andcultural success and the issues wealthy families and their advisorsface, presenting a step-by-step guide to better managing liquidwealth.
- Reveals the wealth management strategies employed by America'swealthiest families and their financial managers
- Explores the challenges to ensuring that money stays in thefamily, from portfolio design to manager selection to monitoringinvestment performance, and much more
- Details the essential steps for ensuring a lasting financiallegacy
An examination of the key issues involved in managing privatewealth, especially for affluent families, The Stewardship ofWealth + Website is the ultimate guide to building afinancial legacy that will last.
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