The Stewardship of Wealth Website: Successful Private Wealth Management for Investors and Their Advisors (Wiley Finance)

About this book

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 worlds 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 Americas exceptionalism of the vigor resilience and creativity that have made the U.S. the most successful nation in history. The Stewardship of Wealths discusses the crucial role private wealth continues to play in Americas 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 Americas 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.