Wealth : grow it and protect it
Discover the best ways to build, protect, and sustain family and business wealth across generations! Wealth is the world's most valuable guide to wealth management for individuals, families, business owners, and the "upwardly affluent." In the six years since Stuart Lucas first wrote...
| Otros Autores: | |
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| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
[Place of publication not identified]
FT Press
2013
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| Edición: | Updated and rev |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009629213606719 |
Tabla de Contenidos:
- Protecting and growing your wealth
- Eight principles of strategic wealth management
- Start with your family purpose
- Defining your financial objectives
- The enchanted forest, the sercret society, and the capital kibbutz
- Picking your investment strategy
- Making your most important hire
- Taxes can be your ally!
- Promoting entrepreneurial stewardship
- Making philantthropy part of your strategic wealth program
- Putting it all together: multigenerational planning and wealth transfer.
