Family Capital: Working with Wealthy Families to Manage Their Money Across Generations

By Gregory Curtis (Author)

Publisher: Wiley

Edition: 1st

Language: English

Dimensions: 6 x 0.99 x 9 inches

ISBN-10: 1119094135

ISBN-13: 978-1119094135

Publication Date: January 15, 2016

Print Length: 352 pages

Description:

A lifelong guide to effective family wealth management strategy. Family Capital provides a unique and practical lesson on wealth management through the experiences of an archetypal wealthy family across several generations and collateral units. Listen in on meetings between the family and its wealth advisor as they tackle the many challenges faced by family investors. Expert wealth advisor Gregory Curtis offers advice and insight, explaining why each strategy is effective and how you can implement it for your own benefit. Discover how to find a trusted advisor, evaluate their performance, and take the lead role in managing your wealth with the right advisor at your side. Estate planning and portfolio design are explored thoroughly to help you understand what makes sense for your family, with additional resources available on the companion website.

Whether you’ve worked hard and done well or just starting out, this book is essential for protecting your wealth and making the right decisions to ensure that your family capital remains strong enough to benefit future generations. A lifelong guide to effective wealth management with expert insight to answer your most pressing questions.