An edition of The stewardship of wealth (2012)

The stewardship of wealth

successful private wealth management for investors and their advisors

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Last edited by MARC Bot
October 6, 2024 | History
An edition of The stewardship of wealth (2012)

The stewardship of wealth

successful private wealth management for investors and their advisors

  • 1 Want to read

"Indispensable advice for building a lasting financial legacyBuilding wealth is hard to do, but maintaining that wealth across generations is even more challenging. In The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors + Website, wealth advice expert Gregory Curtis reveals the investment secrets of the world's wealthiest families, so that financial planners, fund managers, and wealthy individuals everywhere can follow in their footsteps. Outlining the best practices for preserving and growing wealth, the book details exactly how to build a lasting financial legacy in the face of taxes, inflation, investment costs, and the conflicts of interest that are endemic to the financial advisory business.Wealthy families are at the very heart of America's exceptionalism, of the vigor, resilience, and creativity that have made the U.S. the most successful nation in history. The Stewardship of Wealth's discusses the crucial role private wealth continues to play in America's remarkable economic and cultural success and the issues wealthy families and their advisors face, presenting a step-by-step guide to better managing liquid wealth. Reveals the wealth management strategies employed by America's wealthiest families and their financial managers Explores the challenges to ensuring that money stays in the family, from portfolio design to manager selection to monitoring investment performance, and much more Details the essential steps for ensuring a lasting financial legacy An examination of the key issues involved in managing private wealth, especially for affluent families, The Stewardship of Wealth + Website is the ultimate guide to building a financial legacy that will last"--

Publish Date
Language
English
Pages
423

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Previews available in: English

Book Details


Edition Notes

"This book is an updated and expanded edition of Creative Capital: Managing Private Wealth in a Complex World, by Gregory Curtis, copyright © 2004 by Gregory Curtis, New York: iUniverse, Inc."--Title page verso.

Includes index.

Published in
Hoboken, New Jersey
Series
Wiley finance series

Classifications

Dewey Decimal Class
332.024/01
Library of Congress
HG4910 .C87 2012, HG4910 .C87 2013, HG4910.C87 2012

The Physical Object

Pagination
pages cm.
Number of pages
423

Edition Identifiers

Open Library
OL25339918M
ISBN 13
9781118321867
LCCN
2012020170
OCLC/WorldCat
852472984

Work Identifiers

Work ID
OL16664549W

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