Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors

by Tom McCullough, Keith Whitaker

Discover practical tools and strategies for helping wealthy families retain and grow wealth In Top Practices Wealthy Families and Their Advisors , accomplished family wealth experts Tom McCullough and Keith Whitaker deliver a comprehensive collection of practical activities that members of wealthy families can undertake to ensure their continued success and development. The book contains over 50 chapters, each highlighting a practical tool, exercise, or activity that can be applied by advisors or family members themselves. Each chapter is written by a recognized expert in the field who has used the highlighted tool, exercise, or activity over many years with great success. The book shows readers how Perfect for family wealth advisors, financial planners, and private bankers, Top Practices for Wealthy Families and Their Advisors  is also an indispensable resource for managers of family trusts seeking to protect and advise their clients.

464 pages, Hardcover

Published September 7, 2022

Reviews

[Quan Bao Truong]

picked up this book wrongly at the library but I am not the intended audience of this book. This book is for high net worth families