03242nam 2200601 450 991067788470332120231024193942.01-119-82772-81-119-82791-41-119-82771-X(MiAaPQ)EBC7079999(Au-PeEL)EBL7079999(CKB)24778991000041(OCoLC-P)1304832814(CaSebORM)9781119827702(OCoLC)1304832814(EXLCZ)992477899100004120230114d2022 uy 0engurcnu||||||||txtrdacontentcrdamediacrrdacarrierWealth of wisdom top practices for wealthy families and their advisors /edited by Tom McCullough, Keith WhitakerWiley-Blackwell2022Hoboken, New Jersey :John Wiley & Sons, Incorporated,[2022]©20221 online resource (461 pages)Print version: McCullough, Tom Wealth of Wisdom Newark : John Wiley & Sons, Incorporated,c2022 9781119827702 Includes bibliographical references and index.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"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"--Provided by publisher.Estate planningFinance, PersonalFamiliesEconomic aspectsFamily trustsWealthEstate planning.Finance, Personal.FamiliesEconomic aspects.Family trusts.Wealth.332.02401McCullough1431144McCullough Tom(Financial planner),Whitaker Albert KeithMiAaPQMiAaPQMiAaPQBOOK9910677884703321Wealth of wisdom3572948UNINA