| Description |
1 online resource (xxvii, 430 pages) : illustrations (some color) |
|
data file rda |
| Bibliography |
Includes bibliographical references and index. |
| 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 |
| Subject |
Estate planning.
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Finance, Personal.
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Families -- Economic aspects.
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Family trusts.
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Wealth.
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Planification successorale. |
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Familles -- Aspect économique. |
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Fiducie de famille. |
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Richesse. |
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wealth. |
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Estate planning |
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Families -- Economic aspects |
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Family trusts |
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Finance, Personal |
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Wealth |
| Added Author |
McCullough, Tom (Financial planner), editor.
|
|
Whitaker, Albert Keith, editor.
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| Other Form: |
Print version: Top practices for wealthy families and their advisors Hoboken, New Jersey : John Wiley & Sons, Inc., [2022] 9781119827702 (DLC) 2022013207 |
| ISBN |
9781119827719 electronic publication |
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111982771X electronic publication |
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9781119827726 adobe electronic book |
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1119827728 adobe electronic book |
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9781119827917 electronic book |
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1119827914 electronic book |
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hardcover |
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