Overview
Discover practical tools and strategies for helping wealthy families retain and grow wealthĀ
InĀ Top PracticesĀ forĀ Wealthy FamiliesĀ and Their Advisors, accomplishedĀ family wealth experts Tom McCullough and Keith WhitakerĀ deliverĀ a comprehensive collection of practical activities that members of wealthy families can undertake to ensure their continued success and development.Ā
The book containsĀ over 50 chapters, each highlighting aĀ practical tool, exercise,Ā orĀ activity that can be applied by advisors or family members themselves. EachĀ chapter is written by aĀ recognized expertĀ in the fieldĀ who has used the highlighted tool, exercise, or activity over many years with great success.Ā
The bookĀ shows readers how to:Ā
- IdentifyĀ the factors that matter the most when it comes to retaining and growing family wealthĀ
- Plan thoughtfully, invest wisely, and raise the next generationĀ
- Share their decision making prudentlyĀ and carefully combine family and businessĀ
- Incorporate charitable giving into an overall wealth strategy and seek sound adviceĀ
Perfect for family wealth advisors, financial planners, and private bankers,Ā Top PracticesĀ forĀ Wealthy FamiliesĀ and Their AdvisorsĀ is also an indispensable resource for managers of family trusts seeking to protect andĀ advise their clients.Ā
This book title, Wealth of Wisdom (Top Practices for Wealthy Families and Their Advisors), ISBN: 9781119827702, by Tom McCullough, Keith Whitaker, published by Wiley (September 7, 2022) is available in hardcover. Our minimum order quantity is 25 copies. All standard bulk book orders ship FREE in the continental USA and delivered in 4-10 business days.
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