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Brand New, Unread Copy in Perfect Condition. A+ Customer Service! Summary: Indispensable advice for building a lasting financial legacy Building wealth is hard to do, but maintaining that wealth across generations is even more challenging. Buchnummer des Verkäufers

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Inhaltsangabe: Indispensable advice for building a lasting financial legacy

Building 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.

From the Back Cover:

Praise for The Stewardship of Wealth

"Greg Curtis is a philosopher. In The Stewardship of Wealth, he offers an encyclopedic view of what is true, what is good, and what is beautiful in the art of dynamically preserving a family and its fortune for many generations. Hats off to one of the great stewards of wealth of this time and of all time."
— James E. Hughes Jr., author of Family Wealth—Keeping It in the Family and Family: The Compact Among Generations

"When you purchase a book like Greg Curtis's latest The Stewardship of Wealth, you place on your bookshelf a reference tool you will refer to thousands of times. You will loan it to your son-in-law, the meddler, suggesting he read Chapter 6 on investment decision making. Give a copy to your daughter, fresh from graduate school, to read Chapter 17 on working with money managers. If you see it on the shelf of your financial advisor, be impressed! The Stewardship of Wealth is a rich treasure trove of clear definitions, excellent templates, and practical how-tos. Buy one copy for yourself and one for your family; keep it handy and profit from it!"
—Charlotte B. Beyer, Founder, Institute for Private Investors, Investor Education Collaborative

"The Stewardship of Wealth is a masterpiece—covering everything the wealth owner needs to consider—the purpose, the principles, and the process, plus a guidebook on how to evaluate each asset class when building a family wealth strategy. Greg Curtis will join the ranks of Buffett, Ellis, and Graham as a leading educator in the private wealth field—providing a definitive resource for future family leaders. And along the way, he makes the journey enjoyable for the reader."
—Sara Hamilton, CEO, Family Office Exchange

"The Stewardship of Wealth is an important and uniquely valuable guide for wealthy families and their advisors seeking to understand, preserve, and enhance family wealth. Greg Curtis has skillfully brought to bear his deep investment knowledge, long experience advising very wealthy families, and, most importantly, his profound wisdom and judgment to produce this first-rate volume."
—David C. Oxman, Senior Counsel, Davis Polk & Wardwell

"The stewardship of wealth is akin to farming, as both are long-term endeavors but fraught with short-term challenges. Myriad external forces are like the weather, influencing key decisions without knowing what the future will bring. The investor must steer clear of conflicts, while the grower manages around unproductive ground. Curtis gives us a brilliant and comprehensive guide that makes us all more aware and responsible stewards of family wealth."
—Thomas R. Livergood, CEO, The Family Wealth Alliance

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Buchbeschreibung John Wiley & Sons, Hoboken, NJ, 2013. Hardcover. Buchzustand: Fine. Zustand des Schutzumschlags: fine. 2013. Hardcover. 423 pp. Fine in a fine dust jacket. Contents clean and unmarked. DJ now in mylar. Buchnummer des Verkäufers d009513

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Buchbeschreibung Wiley, 2012. Hardcover. Buchzustand: Used: Like New. Hardcover in jacket looks unread and unused. Please email for photos. Larger books or sets may require additional shipping charges. Books sent via US Postal. Buchnummer des Verkäufers 76918

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