Wealth of Wisdom - Top Practices for Wealthy Families and Their Advisors

Tom McCullough and Keith Whitaker's book Top Practices Wealthy Families and Their Advisors provides practical tools and strategies for helping wealthy families retain and grow wealth. It contains over 50 chapters written by experts, covering planning, investing, and charitable giving, and is a valuable resource for advisors and family members.

Format: Hardback
Length: 464 pages
Publication date: 01 September 2022
Publisher: John Wiley & Sons Inc

In their groundbreaking book, Top Practices Wealthy Families and Their Advisors, accomplished family wealth experts Tom McCullough and Keith Whitaker offer a comprehensive collection of practical strategies and tools that empower members of wealthy families to secure their continued success and growth. Spanning over 50 chapters, this invaluable resource is packed with actionable insights and techniques that can be directly applied by advisors and family members alike. Each chapter is authored by a renowned expert in the field, who has honed the highlighted tool, exercise, or activity through years of successful implementation.

The book serves as a valuable guide for readers seeking to identify the key factors that impact the retention and growth of family wealth. It provides thoughtful planning strategies, prudent investment advice, and effective methods for raising the next generation. It also emphasizes the importance of prudent decision-making, carefully blending family and business interests, and integrating charitable giving into an overarching wealth strategy.

Top Practices Wealthy Families and Their Advisors is a must-read for family wealth advisors, financial planners, and private bankers, as well as managers of family trusts seeking to safeguard and advise their clients. By leveraging the expertise and insights provided in this book, individuals and families can navigate the complex landscape of wealth management with confidence and achieve long-term financial stability and prosperity.

Weight: 1188g
Dimension: 264 x 183 x 30 (mm)
ISBN-13: 9781119827702