Wealth of wisdom : top practices for wealthy families and their advisors /: top practices for wealthy families and their advisors. (2022)

• Record Type: Book
• Further Information: Note: Tom McCullough, Keith Whitaker.
• Authors: (Financial planner), McCullough, Tom; Whitaker, Albert Keith
• Contents: Preface Acknowledgments Introduction Assessing Your Family’s True Needs Section 1: Thinking Through What Matters Most Chapter 1 Four Profound Questions for Families; Ellen Miley Perry Chapter 2 Identifying Actionable Values for Family and Enterprise; Doug Baumoel and Blair Trippe Chapter 3 Values That Matter; Sharna Goldseker and Danielle Oristian York Chapter 4 A Framework for Family Wealth and Well-Being; Richard Franklin and Claudia Tordini Chapter 5 Understanding Identity and Social Power; Kofi Hope and Zahra Ebrahim Chapter 6 Tapping Character Strengths to Move Families Forward; Kristin Keffeler Chapter 7 Using the Ikigai Model to Foster a Legacy of Meaningful Engagement; Don Opatrny and Keith Michaelson Chapter 8 Stages of Wealth Integration; Courtney Pullen Chapter 9 Learning from your money history and writing a new story; Jill Shipley Chapter 10 Envisioning the Future; Jamie Traeger-Muney Section 2: Becoming a Learning Family ; Chapter 11 Chapter 12 Chapter 13 Chapter 14 Chapter 15 Chapter 16 Chapter 17 Section 3: Planning Thoughtfully Chapter 18 Chapter 19 Chapter 20 Chapter 21 Chapter 22 Chapter 23 Chapter 24 Chapter 25 Chapter 26 Chapter 27 Section 4: Investing Wisely Chapter 28 Chapter 29 Chapter 30 Chapter 31 Section 5: Seeking Sound Advice Chapter 32 Chapter 33 Chapter 34 Chapter 35 Chapter 36 Section 6: Raising the Rising Generation Chapter 37 Chapter 38 Chapter 39 Chapter 40 Chapter 41 Chapter 42 Section 7: Navigating Family Dynamics Chapter 43 Chapter 44 Chapter 45 Chapter 46 Chapter 47 Chapter 48 Chapter 49 Chapter 50 Section 8: Making Shared Decisions Chapter 51 Chapter 52 Chapter 53 Chapter 54 Chapter 55 Chapter 56 Chapter 57 Chapter 58 Section 9: Giving Together Chapter 59 Chapter 60 Chapter 61 Chapter 62 A Roadmap to Successful Philanthropy Conclusion About the Editors Index
• Edition: 1st
• Publisher Details: Hoboken : John Wiley & Sons, Inc
• Publication Date: 2022
• Extent: 1 online resource (464 pages)
• Subjects: 332.024; Estate planning; Finance, Personal; Families -- Economic aspects; Family trusts; Wealth
• Languages: English
• ISBNs: 9781119827719
• Related ISBNs: 9781119827702
• Notes: Note: Includes bibliographical references and index.; Note: Description based on CIP data; resource not viewed.
• Access Rights: Legal Deposit; Only available on premises controlled by the deposit library and to one user at any one time; The Legal Deposit Libraries (Non-Print Works) Regulations (UK).
• Access Usage: Restricted: Printing from this resource is governed by The Legal Deposit Libraries (Non-Print Works) Regulations (UK) and UK copyright law currently in force.