Коллектив авторов

 
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Family Capital. Working with Wealthy Families to Manage Their Money Across Generations
Коллектив авторов, Family Capital. Working with Wealthy Families to Manage Their Money Across Generations

Family Capital. Working with Wealthy Families to Manage Their Money Across Generations

Аннотация.
You ll learn how to find an advisor you can trust, how to evaluate their performance, and how you can take the lead role in managing your wealth with the right advisor by your side, family Capital provides real-world perspective balanced by professional context, so you can tailor your next move to best suit your own situation.

You ve worked hard and done well, but the work isn t over, find your ideal wealth advisor Design and build your investment portfolio Monitor your investments and your advisor s performance Utilize trusts and other estate planning vehicles to your fullest benefit The best way to learn something new is to hear lived experiences alongside expert commentary.

Expert wealth advisor Gregory Curtis provides advice and insight along the way, explaining why each strategy is effective, and how you can put it to work for you, this book gives you a lifelong guide to effective wealth management, with expert insight to answer your most pressing questions. You will actually listen in on meetings between the family and its wealth advisor as they grapple with the many challenges family investors face, estate planning and portfolio design are explored thoroughly to help you understand what makes sense for your family, and the companion website provides important forms and additional resources that help you put your plan into action.

It s important to protect your wealth and make the right decisions to ensure that your family capital remains strong enough to benefit future generations, the lifelong guide to effective family wealth management strategy Family Capital provides a unique and practical lesson on wealth management.

Автор: Коллектив авторов.
Жанр книги: Всё о бизнесе.
Объем: 355 стр.
Возрастное ограничение: 0+
Общее кол-во страниц: 355
Правообладатель: John Wiley & Sons Limited

 
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