1.

Record Nr.

UNINA9910677884703321

Autore

McCullough

Titolo

Wealth of wisdom : top practices for wealthy families and their advisors / / edited by Tom McCullough, Keith Whitaker

Pubbl/distr/stampa

Wiley-Blackwell, 2022

Hoboken, New Jersey : , : John Wiley & Sons, Incorporated, , [2022]

©2022

ISBN

1-119-82772-8

1-119-82791-4

1-119-82771-X

Descrizione fisica

1 online resource (461 pages)

Disciplina

332.02401

Soggetti

Estate planning

Finance, Personal

Families - Economic aspects

Family trusts

Wealth

Lingua di pubblicazione

Inglese

Formato

Materiale a stampa

Livello bibliografico

Monografia

Nota di bibliografia

Includes bibliographical references and index.

Nota di contenuto

Introduction -- Assessing Your Family's True Needs -- SECTION 1 Thinking through What Matters Most -- SECTION 2 Becoming a Learning Family -- SECTION 3 Planning Thoughtfully -- SECTION 4 Investing Wisely -- SECTION 5 Seeking Sound Advice -- SECTION 6 Raising the Rising Generation -- SECTION 7 Navigating Family Dynamics -- SECTION 8 Making Shared Decisions -- SECTION 9 Giving Together

Sommario/riassunto

"This book will identify and demonstrate the practical activities wealthy families take to ensure their continued success and development. It will be organized into nine sections: Thinking through what matters most Planning thoughtfully Investing wisely Raising the rising generation Making shared decisions Combing family and business Giving well Seeking sound advice Facing the future Global leaders in family wealth will contribute the very best practical tools, exercises, activities, cases



studies, questionnaires, and worksheets that families and their advisors can use. Each section will have an introduction from the authors and will feature chapters from recognized experts on the one of the key topics in the section where they share practical tools that families can use to develop this area of their life and wealth. The book will also contain chapters on the best practices of executing family activities and tips from experienced practitioners to achieve a successful outcome"--