Discusses how to establish a clear family vision and a sound wealth management strategy, how to create a practical investment framework, and how to set a long-term strategy to produce the desired results.
This book shows you how to navigate the maze to make sure your money keeps working for you. Real world examples illustrate solutions to common problems, and real, actionable advice gives you a solid plan for your next steps.
Growth-oriented practices today lead to generations of family flourishing in the future. This book provides the answers you need along with guidance and strategy for keeping your family’s complete wealth intact.
The book is incredibly useful because it is based on telling stories of how many families use their wealth. The stories guide the reader in actually using these tools and practices.
This book provides authoritative guidance on family wealth management, with an emphasis on both family and wealth.
Drawing on existing research and interviews with leading advisors at the top of their game, this book brings together the tools and techniques you can use to confidently and ethically operate in this arena.
Throughout this book, Kevin Ellman, CFP and Paul Miller, Family Wealth Managers, use a combination of case studies, and in-depth examination of the various planning tools, strategies, and techniques, that can be employed to help reduce or ...
Ultimately, this is a book for those who wish to understand and manage their own family wealth to join the club of the world's best-managed wealthy families — and stay there.
A primer for families of high net worth on how to manage their qualitative and financial wealth for generations The second edition of this foundational work, Complete Family Wealth: Wealth as Well-Being provides proven tools and best ...
Dr. Kirby Rosplock, an expert on the family office concept, provides insights to some of the most common questions and even misperceptions in this handbook.
This book is the definitive resource for practitioners and students, as well as family principals, advisers, service providers, and all others who engage with the world of family offices.