Wealth grow it, protect it, spend it, and share it
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| Main Author: | |
|---|---|
| Format: | Books Print Book |
| Language: | English |
| Published: |
Upper Saddle River, N.J. :
Wharton School Pub.,
c2006.
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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.
