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Estate Planning - Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors

Description

Book Synopsis: 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 wealth
  • Plan thoughtfully, invest wisely, and raise the next generation
  • Share their decision making prudently and carefully combine family and business
  • Incorporate 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.

Details

Are you looking for practical tools and strategies to help your wealthy family retain and grow your wealth? Look no further! Introducing "Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors." This comprehensive book, written by family wealth experts Tom McCullough and Keith Whitaker, is filled with over 50 chapters of invaluable advice and activities that you can implement immediately.

Each chapter is written by a recognized expert in the field, guaranteeing that you are receiving advice from someone who has used the tools, exercises, and activities with great success. From identifying the factors that matter the most in wealth retention and growth to planning thoughtfully, investing wisely, and raising the next generation, this book covers it all.

With "Wealth of Wisdom," you can learn how to make prudently shared decisions that combine family and business, incorporate charitable giving into your wealth strategy, and seek sound advice. Whether you are a family wealth advisor, financial planner, private banker, or manager of family trusts, this book is the indispensable resource you need to protect and advise your clients.

Don't miss out on this opportunity to gain the knowledge and tools to secure your family's wealth for generations to come. Get your copy of "Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors" today, and take the first step towards a prosperous future.

Click here to get your copy now!

Disclosure: I get commissions for purchases made through links in this website