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" Wealth of wisdom : "
Tom McCullough, Keith Whitaker.
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BL
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| Record Number
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840198
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| Main Entry
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McCullough, Tom, (Financial planner)
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| Title & Author
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Wealth of wisdom : : the top 50 questions wealthy families ask /\ Tom McCullough, Keith Whitaker.
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| Publication Statement
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Chichester, UK :: John Wiley & Sons,, 2018.
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| Page. NO
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1 online resource
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| ISBN
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1119331528
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: 1119331544
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: 1119331560
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: 9781119331520
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: 9781119331544
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: 9781119331568
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1119331536
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9781119331537 (hardcover)
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| Bibliographies/Indexes
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Includes bibliographical references and index.
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| Contents
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Front Matter -- THINKING THROUGH WHAT MATTERS MOST. THINKING THROUGH WHAT MATTERS MOST -- Are You Wealthy? / Patricia Angus -- What Are the Most Important Factors in Living Well? / Scotty McLennan -- What Are the Key Considerations in Crafting Your Legacy? / Thayer Willis -- What Does Passing on Values to the Next Generation Really Look Like? / Ellen Miley Perry -- How to Think Through Using Resources That Exceed My Personal Needs? / Paul Schervish -- Does Family History Matter? / Heidi Druckemiller -- PLANNING THOUGHTFULLY. PLANNING THOUGHTFULLY -- Is It Worth Having a Financial Plan? / Scott Hayman -- What Is the Right Balance Between Saving and Spending in Retirement? / Meir Statman -- How Do You Start a Family Conversation About Prenuptial Arrangements? / Charles Collier -- How Can You Preserve a Beloved Family Vacation Home or Estate? / Jamie Forbes -- How Can You Prepare for Longevity and Mental Incapacity Among Family Members? / Patricia Annino -- How Do You Prepare for a Good Goodbye? / Kathy Wiseman -- INVESTING WISELY. INVESTING WISELY -- How Can You Make Sure Your Portfolio Lines Up with Your Actual Goals? / Ashvin Chhabra -- What Return Should You Expect from Your Investments? / Christopher Brightman -- What Should Your Asset Allocation Be? / Jean Brunel -- Does Investing Have to Be Complicated? / Robert Maynard -- How Should You Understand and Deal with Investment Risk? / Howard Marks -- What Is the Most Useful Definition of Risk for Family Investors? / James Garland -- Is Active Management Still Worthwhile? -- I / Charles Ellis -- Is Active Management Still Worthwhile? -- II / Randolph Cohen -- RAISING THE RISING GENERATION. RAISING THE RISING GENERATION -- How Do You Raise Responsible, Independent, and Productive Children (versus Entitled Trust Fund Babies)? / Jill Shipley -- How Can You Help Children Thrive in a World Focused on Success? / Suniya Luthar, Nina Kumar -- How Much Money Should You Leave Your Children, and When? / Peter Evans -- How Do You Start a Family Conversation About Financial Inheritance? / Charles Collier -- How Can You Avoid the Negative Impacts of Giving Money to Family Members? / Lee Hausner -- How Can Your Family Encourage Financial Literacy in Every Member? / Coventry Edwards-Pitt -- How Can Families Support Both Individuality and a Shared Dream? / Kelin Gersick -- MAKING SHARED DECISIONS. MAKING SHARED DECISIONS -- What Are the Best Ways for a Family to Make Decisions Together? / Barbara Hauser -- How Can You Improve Family Communication? / Jennifer East -- What Are Practical Tools for Building Healthy Families? / Christian Stewart -- What Is the Point of Family Enterprise Governance? / Katherine Grady, Ivan Lansberg -- Should You Have a Family Meeting? / Mary Duke -- How Can You Best Manage Conflict in Your Family? / Blair Trippe -- Should You Stay Together as a Family or Go Your Separate Ways? / Doug Baumoel -- COMBINING FAMILY AND BUSINESS. COMBINING FAMILY AND BUSINESS -- How Can You Engage Your Children in the Management of Your Family Wealth or Business? / Dennis Jaffe -- How Can Your Family Develop Leaders Ready to Face the Many Challenges of Business and Family? / Greg McCann -- How Can You Ensure the Success of Your Successors? / Dean Fowler -- Why Is Family Unity So Important and How Can You Achieve It? / Andrew Hier, John Davis -- What Are the Signs You're Losing Control of Your Family Business? / Josh Baron, Rob Lachenauer -- Can a Family Stay Together After the Operating Business Is Sold? / Alex Scott -- GIVING WELL. GIVING WELL -- What Is the Difference Between Charity, Philanthropy, Strategic Philanthropy, and Impact Investing? / Ellen Remmer -- How Can You Encourage Generosity in Your Family? / Alasdair Halliday, Anne McClintock -- How Do You Engage Children and Grandchildren in Philanthropy? / Lisa Parker -- How Can You Wisely Develop a Long-Term Strategy for Your Philanthropy? / Barnaby Marsh -- SEEKING SOUND ADVICE. SEEKING SOUND ADVICE -- What Types of Advisors Should You Consider? / Susan Massenzio -- How Can You Find Trustworthy Advisors? / Philip Marcovici -- How Can You Avoid the Next Bernie Madoff? / Stephen Horan, Robert Dannhauser -- Should You Choose a Single-Family Office or a Multi-Family Office? / Kirby Rosplock -- How Do You Choose a Good Trustee? / Hartley Goldstone -- FACING THE FUTURE. FACING THE FUTURE -- What Does the Future Hold for Families with Significant Wealth? / James Hughes -- How Can You Chart Your Own Path, No Matter What Everyone Else Says You Should Do? / Fernando Pino -- How Do You Balance Family Stability with Resilience Over the Generations? / James Grubman -- How Can We "Lift the Small Boats" Too? / Christine Lagarde -- Conclusion -- About the Editors -- Index
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| Abstract
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A critical resource for families managing significant wealth Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this book provides a compendium of knowledge from experts around the globe and across disciplines. Deep insight and thoughtful answers put an end to uncertainty, and help lay to rest the issues you have been wrestling with for years; by divulging central lessons and explaining practical actions you can take today, this book gives you the critical information you need to make more informed decisions about your financial legacy. Vital charts, graphics, questionnaires, worksheets and other tools help you get organised, develop a strategy and take real control of your family's wealth, while case studies show how other families have handled the very dilemmas you may be facing today. Managing significant wealth is a complex affair, and navigating the financial world at that level involves making decisions that can have major ramifications-these are not decisions to make lightly. This book equips you to take positive action, be proactive and make the tough decisions to protect and grow your family's wealth.-Ensure your personal and financial success and legacy -Access insight and data from leading experts -Adopt the most useful tools and strategies for wealth management -Learn how other families have successfully navigated common dilemmas When your family's wealth is at stake, knowledge is critical-and uncertainty can be dangerous. Drawn from interactions with hundreds ofwealthy individuals and families, Wealth of Wisdom provides a definitive resource of practical solutions from the world's best financial minds.
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Estate planning.
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Families-- Economic aspects.
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Family trusts.
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Finance, Personal.
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Wealth.
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BUSINESS ECONOMICS-- Finance.
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Estate planning.
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Families-- Economic aspects.
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Family trusts.
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Finance, Personal.
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Wealth.
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| Dewey Classification
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332.024/01
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| LC Classification
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HG179
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| Added Entry
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Whitaker, Albert Keith
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