Wealth of Wisdom - Tom Mccullough
Availability: Out of Stock

Wealth of Wisdom – Tom Mccullough

SKU: 9781119827702

Kshs 6,650.00

Kshs Loading...

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

Out of stock

Categories: ,

Delivery Information

We strive to ensure all orders are processed and delivered promptly.

  • Order Processing: Orders are processed within 1–2 business days upon confirmation of order & payment.
  • Delivery Timeline: Standard delivery typically takes 1–3 business days, depending on your location and courier availability.
  • Shipment Updates: Once your order is dispatched, our sales agent shall contact you regarding the progress of your delivery.
  • Delays: While we aim to deliver on time, unforeseen delays may occur due to customs clearance, courier challenges, or external factors. We will keep you updated should any delays arise.

Returns & Exchanges

We value your satisfaction and aim to make returns as smooth as possible.

  • Eligibility: Items may be returned within 7 days of delivery, provided they are unused, in original packaging, and accompanied by proof of purchase.
  • Non‑Returnable Items: Certain items such as story books / novels, offer / clearance products, personalized orders cannot be returned.
  • Return Approval: All return requests must be reviewed and approved by our team before the item is sent back.
  • Return Shipping: Return shipping costs are the responsibility of the customer unless the item received was damaged, defective, or incorrect.
  • Refunds: Approved refunds will be processed within 5–7 business days after the returned item is inspected. Refunds are issued through the original payment method.
  • Exchanges: If you wish to exchange an item, please contact us to confirm availability via our official EYS WhatsApp / call on +254 726 522 108.