LEADER 03242nam 2200601 450 001 9910677884703321 005 20231024193942.0 010 $a1-119-82772-8 010 $a1-119-82791-4 010 $a1-119-82771-X 035 $a(MiAaPQ)EBC7079999 035 $a(Au-PeEL)EBL7079999 035 $a(CKB)24778991000041 035 $a(OCoLC-P)1304832814 035 $a(CaSebORM)9781119827702 035 $a(OCoLC)1304832814 035 $a(EXLCZ)9924778991000041 100 $a20230114d2022 uy 0 101 0 $aeng 135 $aurcnu|||||||| 181 $ctxt$2rdacontent 182 $cc$2rdamedia 183 $acr$2rdacarrier 200 00$aWealth of wisdom $etop practices for wealthy families and their advisors /$fedited by Tom McCullough, Keith Whitaker 210 $cWiley-Blackwell$d2022 210 1$aHoboken, New Jersey :$cJohn Wiley & Sons, Incorporated,$d[2022] 210 4$dİ2022 215 $a1 online resource (461 pages) 311 08$aPrint version: McCullough, Tom Wealth of Wisdom Newark : John Wiley & Sons, Incorporated,c2022 9781119827702 320 $aIncludes bibliographical references and index. 327 $aIntroduction -- 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 330 $a"This book will identify and demonstrate the practical activities wealthy families take to ensure their continued success and development. It will be organized into nine sections: Thinking through what matters most Planning thoughtfully Investing wisely Raising the rising generation Making shared decisions Combing family and business Giving well Seeking sound advice Facing the future Global leaders in family wealth will contribute the very best practical tools, exercises, activities, cases studies, questionnaires, and worksheets that families and their advisors can use. Each section will have an introduction from the authors and will feature chapters from recognized experts on the one of the key topics in the section where they share practical tools that families can use to develop this area of their life and wealth. The book will also contain chapters on the best practices of executing family activities and tips from experienced practitioners to achieve a successful outcome"--$cProvided by publisher. 606 $aEstate planning 606 $aFinance, Personal 606 $aFamilies$xEconomic aspects 606 $aFamily trusts 606 $aWealth 615 0$aEstate planning. 615 0$aFinance, Personal. 615 0$aFamilies$xEconomic aspects. 615 0$aFamily trusts. 615 0$aWealth. 676 $a332.02401 700 $aMcCullough$01431144 702 $aMcCullough$b Tom$c(Financial planner), 702 $aWhitaker$b Albert Keith 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910677884703321 996 $aWealth of wisdom$93572948 997 $aUNINA