The Stewardship of Wealth

The Stewardship of Wealth

Successful Private Wealth Management for Investors and Their Advisors

eBook - 2013
Rate this:
"Indispensable advice for building a lasting financial legacyBuilding wealth is hard to do, but maintaining that wealth across generations is even more challenging. In The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors + Website, wealth advice expert Gregory Curtis reveals the investment secrets of the world's wealthiest families, so that financial planners, fund managers, and wealthy individuals everywhere can follow in their footsteps. Outlining the best practices for preserving and growing wealth, the book details exactly how to build a lasting financial legacy in the face of taxes, inflation, investment costs, and the conflicts of interest that are endemic to the financial advisory business.Wealthy families are at the very heart of America's exceptionalism, of the vigor, resilience, and creativity that have made the U.S. the most successful nation in history. The Stewardship of Wealth's discusses the crucial role private wealth continues to play in America's remarkable economic and cultural success and the issues wealthy families and their advisors face, presenting a step-by-step guide to better managing liquid wealth. Reveals the wealth management strategies employed by America's wealthiest families and their financial managers Explores the challenges to ensuring that money stays in the family, from portfolio design to manager selection to monitoring investment performance, and much more Details the essential steps for ensuring a lasting financial legacy An examination of the key issues involved in managing private wealth, especially for affluent families, The Stewardship of Wealth + Website is the ultimate guide to building a financial legacy that will last"-- Provided by publisher.
Publisher: Hoboken, N.J. : Wiley, 2013.
ISBN: 9781118420157
9781118321867
Characteristics: 1 online resource (xxxiii, 423 pages).
Additional Contributors: ebrary, Inc

Opinion

From the critics


Community Activity

Comment

Add a Comment

There are no comments for this title yet.

Age

Add Age Suitability

There are no ages for this title yet.

Summary

Add a Summary

There are no summaries for this title yet.

Notices

Add Notices

There are no notices for this title yet.

Quotes

Add a Quote

There are no quotes for this title yet.

Explore Further

Subject Headings

  Loading...

Find it at KCLibrary

  Loading...
[]
[]
To Top