Description
Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this book provides a compendium of knowledge from experts around the globe and across disciplines.
Deep insight and thoughtful answers put an end to uncertainty, and help lay to rest the issues you have been wrestling with for years; by divulging central lessons and explaining practical actions you can take today, this book gives you the critical information you need to make more informed decisions about your financial legacy. Vital charts, graphics, questionnaires, worksheets and other tools help you get organised, develop a strategy and take real control of your family’s wealth, while case studies show how other families have handled the very dilemmas you may be facing today.
Charlotte A. –
Preserving and growing wealth through the generations is an oft under-estimated challenge. McCullough and Whitaker have assembled some of the best thought leaders to produce a perfect blend of time tested truisms and latest wealth management advances, such as liability driven investing. This book addresses the many dimensions of challenges, including family dynamics, portfolio management, and how to find an advisor to help in the process.