"An excellent and comprehensive approach to the strategies requiredto understand, protect and grow family wealth acrossgenerations." John Evans Managing Editor Private Banker International "Strategy for the Wealthy Family expands the field of wealthplanning and management by exploring beyond just financial concernsto consider critical human issues such as philanthropy and familyleadership." Professor Randel S. Carlock, Ph.D., INSEAD Business School Berghmans Lhoist Chaired Professor in EntrepreneurialLeadership Director, Wendel International Centre for Family Enterprise "The first book I have ever seen which fully addresses theall-important human side of the wealthy family as well as thefinancial aspects of family wealth management...an important bookfor any family, no matter how much wealth they have." Vivian Imerman Entrepreneur "Strategy for the Wealthy Family is a brilliant source of insightand information covering all aspects of family wealth management.This book is a perfect companion for private bankers, wealthmanagers, and wealthy families." Christopher Wilson Managing Partner Family Office Trust "...a complete work of art for the wealthy." R Jayachandran Chairman Aquarius Investment Advisors
The book contains over 50 chapters, each highlighting a practical tool, exercise, or activity that can be applied by advisors or family members themselves.
... Source: Gluskin Sheff, The Big Picture Conference, October 2012; Bloomberg, Business Insider. 50 75 100 125 150 175 200 1890 1900 1910 1920 1930 1940 1950 1960 1970 1980 1990 2000 2010 Figure 2.5 a history of U.S. home Values, ...
This book equips you to take positive action, be proactive and make the tough decisions to protect and grow your family's wealth.
Strategy for the Wealthy Family (Custom Edition) -Seven Principles to Assure Riches to Riches Acrossgenerations-
This book provides authoritative guidance on family wealth management, with an emphasis on both family and wealth.
This book makes the challenges vivid and the path clearfor successful families to preserve both their wealth and theirpurpose.
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.
Susan served for many years as the senior psychologist for John Hancock Financial Services, a senior vice president at Wells Fargo, and professor and program director at Northeastern University. Susan is a member of the Collaboration ...
This book gives you a lifelong guide to effective wealth management, with expert insight to answer your most pressing questions.
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 ...