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Wealth of wisdom = top practices for wealthy families and their advisors /

紀錄類型:	書目-電子資源 : Monograph/item
正題名/作者:	Wealth of wisdom/ [edited by] Tom McCullough, Keith Whitaker.
其他題名:	top practices for wealthy families and their advisors /
其他作者:	McCullough, Tom.
出版者:	Hoboken, NJ :Wiley, : c2022.,
面頁冊數:	1 online resource (xxvii, 430 p.) :ill. (some col.)
標題:	Estate planning. -
電子資源:	https://onlinelibrary.wiley.com/doi/book/10.1002/9781119827917
ISBN:	9781119827917

Wealth of wisdom = top practices for wealthy families and their advisors /
Wealth of wisdomtop practices for wealthy families and their advisors /[electronic resource] :[edited by] Tom McCullough, Keith Whitaker. - Hoboken, NJ :Wiley,c2022. - 1 online resource (xxvii, 430 p.) :ill. (some col.)

Includes bibliographical references and index.

"This book will identify and demonstrate the practical activities wealthy families take to ensure their continued success and development. It will be organized into nine sections: Thinking through what matters most Planning thoughtfully Investing wisely Raising the rising generation Making shared decisions Combing family and business Giving well Seeking sound advice Facing the future Global leaders in family wealth will contribute the very best practical tools, exercises, activities, cases studies, questionnaires, and worksheets that families and their advisors can use. Each section will have an introduction from the authors and will feature chapters from recognized experts on the one of the key topics in the section where they share practical tools that families can use to develop this area of their life and wealth. The book will also contain chapters on the best practices of executing family activities and tips from experienced practitioners to achieve a successful outcome"--

ISBN: 9781119827917Subjects--Topical Terms:

693595
Estate planning.

LC Class. No.: HG179 / .W43 2022

Dewey Class. No.: 332.024/01

Wealth of wisdom = top practices for wealthy families and their advisors /
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020 $a 9781119827917 $q (electronic bk.)
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020 $a 111982771X $q (epub)
020 $a 9781119827726 $q (ePDF)
020 $a 1119827728 $q (ePDF)
020 $z 9781119827702 $q (hbk.)
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040 $a DLC $b eng $c DLC $d OCLCO $d OCLCF $d OCLCO $d YDX $d DG1
041 0 $a eng
050 0 4 $a HG179 $b .W43 2022
082 0 0 $a 332.024/01 $2 23
245 0 0 $a Wealth of wisdom $h [electronic resource] : $b top practices for wealthy families and their advisors / $c [edited by] Tom McCullough, Keith Whitaker.
260 $a Hoboken, NJ : $b Wiley, $c c2022.
300 $a 1 online resource (xxvii, 430 p.) : $b ill. (some col.)
504 $a Includes bibliographical references and index.
520 $a "This book will identify and demonstrate the practical activities wealthy families take to ensure their continued success and development. It will be organized into nine sections: Thinking through what matters most Planning thoughtfully Investing wisely Raising the rising generation Making shared decisions Combing family and business Giving well Seeking sound advice Facing the future Global leaders in family wealth will contribute the very best practical tools, exercises, activities, cases studies, questionnaires, and worksheets that families and their advisors can use. Each section will have an introduction from the authors and will feature chapters from recognized experts on the one of the key topics in the section where they share practical tools that families can use to develop this area of their life and wealth. The book will also contain chapters on the best practices of executing family activities and tips from experienced practitioners to achieve a successful outcome"-- $c Provided by publisher.
588 $a Description based on print version record.
650 0 $a Estate planning. $3 693595
650 0 $a Finance, Personal. $3 651744
650 0 $a Families $x Economic aspects. $3 1570188
650 0 $a Family trusts. $3 2207313
650 0 $a Wealth. $3 576583
700 1 $a McCullough, Tom. $3 3674582
700 1 $a Whitaker, Albert Keith. $3 1990301
856 4 0 $u https://onlinelibrary.wiley.com/doi/book/10.1002/9781119827917