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WEALTH OF WISDOM -TOM MCCULLOUGH

Author: Keith Whitaker, Tom McCullough
SKU: 9781119827702

Kshs 6,650.00

Discover practical tools and strategies for helping wealthy families retain and grow wealth  In Top Practices Wealthy Families and Their Advisors, accomplished family wealth experts Tom McCullough and Keith Whitaker deliver a comprehensive collection of practical activities that members of wealthy families can undertake to ensure their continued success and development.

The book contains over 50 chapters, each highlighting a practical tool, exercise, or activity that can be applied by advisors or family members themselves. Each chapter is written by a recognized expert in the field who has used the highlighted tool, exercise, or activity over many years with great success. The book shows readers how to: Identify the factors that matter the most when it comes to retaining and growing family wealthPlan thoughtfully, invest wisely, and raise the next generationShare their decision making prudently and carefully combine family and businessIncorporate charitable giving into an overall wealth strategy and seek sound advice Perfect for family wealth advisors, financial planners, and private bankers, Top Practices for Wealthy Families and Their Advisors is also an indispensable resource for managers of family trusts seeking to protect and advise their clients.

 

Format: Hardback 464 pages

Classifications: Management accounting & bookkeeping, Finance, Wills & probate / Succession, Personal finance

ISBN : 9781119827702

Published : 1 Sep 2022

Author : Keith Whitaker, Tom McCullough

Size : 188 x 261 x 32 (mm)

Weight : N/A

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