The Stewardship of Wealth

Successful Private Wealth Management for Investors and Their Advisors

Business & Finance, Finance & Investing, Finance
Cover of the book The Stewardship of Wealth by Gregory Curtis, Wiley
View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart
Author: Gregory Curtis ISBN: 9781118421635
Publisher: Wiley Publication: October 19, 2012
Imprint: Wiley Language: English
Author: Gregory Curtis
ISBN: 9781118421635
Publisher: Wiley
Publication: October 19, 2012
Imprint: Wiley
Language: English

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.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

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.

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.

More books from Wiley

Cover of the book Professional Visual Studio 2017 by Gregory Curtis
Cover of the book Critical Thinking in Clinical Practice by Gregory Curtis
Cover of the book Canon EOS Rebel T4i/650D Digital Field Guide by Gregory Curtis
Cover of the book Genetic Disorders and the Fetus by Gregory Curtis
Cover of the book War and Conflict in Africa by Gregory Curtis
Cover of the book A Companion to Robert Altman by Gregory Curtis
Cover of the book Wireless Computing in Medicine by Gregory Curtis
Cover of the book Applied Survival Analysis by Gregory Curtis
Cover of the book French Grammar For Dummies by Gregory Curtis
Cover of the book Beethoven by Gregory Curtis
Cover of the book R für Dummies by Gregory Curtis
Cover of the book Veterinary Medical Terminology by Gregory Curtis
Cover of the book Engineers' Data Book by Gregory Curtis
Cover of the book Cannabis - Philosophy for Everyone by Gregory Curtis
Cover of the book Hedge Fund Modelling and Analysis by Gregory Curtis
We use our own "cookies" and third party cookies to improve services and to see statistical information. By using this website, you agree to our Privacy Policy