Wealth of Wisdom

Name: Wealth of Wisdom
Brand: Unknown
SKU: 9781119827702
Price: 85.99 NZD
Availability: InStock

Top Practices for Wealthy Families and Their Advisors

By Tom McCullough and Keith Whitaker

Summary

In Wealth of Wisdom by Tom McCullough and Keith Whitaker, the authors compile insights and advice from various thought leaders on managing wealth across generations. The book offers practical guidance on decision-making, family dynamics, and sustaining financial resources, providing a comprehensive overview for those looking to deepen their understanding of wealth management and legacy planning.
Read More

Format: Hardback

$85⁹⁹

AVAILABLE WITH SUPPLIER Ships from our Auckland warehouse within 3-4 weeks

Found a better price? Request a price match

Wealth of Wisdom

$85⁹⁹

Book Hero Magic created this recommendation. While it's new and still learning, it may not be perfect - your feedback is welcome! IS THIS YOUR NEXT READ?

You might like this book if you are looking for practical advice and insights for managing and preserving wealth across generations. It offers wisdom from some of the most respected thinkers in finance and investment, making it a valuable resource for affluent families and financial advisors focused on sustaining family legacy and prosperity.

Wealth of Wisdom

Description

Discover practical tools and strategies for helping wealthy families retain and grow wealth

In Top Practices Wealthy Families and Their Advisors, accomplished family wealth experts Tom McCullough and Keith Whitaker deliver a comprehensive collection of practical activities that members of wealthy families can undertake to ensure their continued success and development.

The book contains over 50 chapters, each highlighting a practical tool, exercise, or activity that can be applied by advisors or family members themselves. Each chapter is written by a recognised expert in the field who has used the highlighted tool, exercise, or activity over many years with great success.

The book shows readers how to:

Identify the factors that matter the most when it comes to retaining and growing family wealth
Plan thoughtfully, invest wisely, and raise the next generation
Share their decision making prudently and carefully combine family and business
Incorporate charitable giving into an overall wealth strategy and seek sound advice

Perfect for family wealth advisors, financial planners, and private bankers, Top Practices for Wealthy Families and Their Advisors is also an indispensable resource for managers of family trusts seeking to protect and advise their clients.

Book Details

INFORMATION

ISBN: 9781119827702

Publisher: John Wiley & Sons Inc

Format: Hardback

Date Published: 01 September 2022

Country: United States

Imprint: John Wiley & Sons Inc

Audience: General / adult

DIMENSIONS

Spine width: 28.0mm

Width: 185.0mm

Height: 259.0mm

Weight: 1111g

Pages: 464

Collections

Education & Reference Finance & Economics Finance & Investment Keith Whitaker Mindset & Self Help New Year, New You Non-Fiction Personal Finance Self-Help & Personal Development Tom McCullough

About the Author

TOM McCULLOUGH is Chairman and CEO of the Northwood Family Office, a multifamily office that serves the comprehensive needs of families of wealth. He has more than three decades of experience in the field of family wealth management and is an Adjunct Professor and Executive-in-Residence at the University of Toronto’s Rotman School of Management. He is the co-author of two other books — Family Wealth Management: Seven Imperatives for Successful Investing, and Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask.

KEITH WHITAKER, PhD, is president of Wise Counsel Research, a leading consultancy to families with wealth on governance, communication, and the development of rising generation leaders. He has been published in The Wall Street Journal, The New York Times, The Financial Times, and has co-authored six other books for Wiley, including Cycle of the Gift, Voice of the Rising Generation, and Complete Family Wealth.