Wealth – Strategies to Grow and Protect What Matters
When hard work and good fortune intersect, wealth is often produced, and in abundance.
For the wealthy, questions of “will I have enough?” are often supplanted by “how much is too much?” Concerns about how to deploy such wealth to enrich their children’s and grandchildren’s lives, without fostering dependency, are common. And methods to most effectively secure a legacy through philanthropy are of keen interest. These are the issues that, for the wealthy, often matter most. And these are the issues addressed in Wealth: Strategies to Grow and Protect What Matters, 2nd edition.
Newly revised, Wealth covers such topics as: How much wealth is enough?; defining a legacy; family governance, estate, gift and income tax strategies; charitable planning; family business; succession planning, and more. Wealth is comprehensive yet written in an approachable, entertaining style.
In Wealth, 2nd edition, case studies – based upon real life examples of high net worth individuals – have been incorporated into each chapter to further illustrate the concepts presented. Perhaps you will identify with some of them.
Throughout, questions are presented to help you think about how the principles apply to your own situation. And in the concluding chapter, Tying it All Together, a comprehensive checklist helps you to determine how you “score” in arranging and managing your affairs to grow and protect what matters most to you.