Wealth grow it, protect it, spend it, and share it

Main Author: Lucas, Stuart E.
Format: Books Print Book
Language: English
Published: Upper Saddle River, N.J. : Wharton School Pub., c2006.
Subjects:
Table of Contents:
  • Protecting and growing your wealth
  • Eight principles of strategic wealth management
  • Everything begins with values
  • Defining your financial objectives
  • The enchanted forest, the secret society, and the capital kibbutz
  • Picking your investment strategy
  • Making your most important hire
  • Taxes can be your ally!
  • Promoting entrepreneurial stewardship
  • Making philanthropy part of your strategic wealth program
  • Putting it all together : multigenerational planning and wealth transfer.