| Description |
xxxiii, 356 pages : illustrations ; 24 cm |
| Contents |
Protecting and growing your wealth -- Eight principles of strategic wealth management -- Everything begins with values -- Defining your financial objectives -- The enchanted forest, the secret society, and the capital kibbutz -- Picking your investment strategy -- Making your most important hire -- Taxes can be your ally! -- Promoting entrepreneurial stewardship -- Making philanthropy part of your strategic wealth program -- Putting it all together : multigenerational planning and wealth transfer |
| Summary |
"Stuart Lucas reveals the secrets of building and protecting wealth that lasts for generations. Wealth teaches you how to: generate higher, more predictable investment returns after fees and taxes; identify, retain, and coordinate the right advisors - and get the right advice; measure the results you're achieving; transfer your assets to future generations intact - and your values, too; intelligently manage wealth you've received through inheritance or selling a business; make sure your children can capably manage the wealth you leave them; and use your wealth to pursue your passions - and help your family members pursue theirs."--BOOK JACKET |
| Bibliography |
Includes bibliographical references and index |
| Subject |
Investments.
|
|
Finance, Personal.
|
|
Portfolio management.
|
| LC no. |
2005025552 |
| ISBN |
0132366797 hardback |
|
