Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask
暫譯: 智慧的財富：富裕家庭最常問的50個問題
McCullough, Tom, Whitaker, Keith
- 出版商: Wiley
- 出版日期: 2018-12-03
- 售價: $1,660
- 貴賓價: 9.5 折 $1,577
- 語言: 英文
- 頁數: 400
- 裝訂: Hardcover - also called cloth, retail trade, or trade
- ISBN: 1119331536
- ISBN-13: 9781119331537
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相關主題
商品描述
Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this book provides a compendium of knowledge from experts around the globe and across disciplines. Deep insight and thoughtful answers put an end to uncertainty, and help lay to rest the issues you have been wrestling with for years; by divulging central lessons and explaining practical actions you can take today, this book gives you the critical information you need to make more informed decisions about your financial legacy. Vital charts, graphics, questionnaires, worksheets and other tools help you get organised, develop a strategy and take real control of your family's wealth, while case studies show how other families have handled the very dilemmas you may be facing today.
Managing significant wealth is a complex affair, and navigating the financial world at that level involves making decisions that can have major ramifications -- these are not decisions to make lightly. This book equips you to take positive action, be proactive and make the tough decisions to protect and grow your family's wealth.
- Ensure your personal and financial success and legacy
- Access insight and data from leading experts
- Adopt the most useful tools and strategies for wealth management
- Learn how other families have successfully navigated common dilemmas
When your family's wealth is at stake, knowledge is critical -- and uncertainty can be dangerous. Drawn from interactions with hundreds ofwealthy individuals and families, Wealth of Wisdom provides a definitive resource of practical solutions from the world's best financial minds.
商品描述(中文翻譯)
管理重大財富的家庭的重要資源
智慧的財富 提供了關鍵的指導和工具，幫助高淨值家庭成功管理重大財富。通過彙編有關保護和增長的50個最常見問題，本書提供了來自全球各地專家和不同領域的知識彙編。深入的見解和深思熟慮的答案消除了不確定性，幫助解決您多年來一直在掙扎的問題；通過揭示核心教訓並解釋您今天可以採取的實際行動，本書為您提供了做出更明智的財務遺產決策所需的關鍵信息。重要的圖表、圖形、問卷、工作表和其他工具幫助您組織、制定策略並真正掌控家庭的財富，同時案例研究展示了其他家庭如何處理您今天可能面臨的困境。
管理重大財富是一項複雜的事務，在這個層級上導航金融世界涉及做出可能產生重大影響的決策——這些決策絕不能輕率地做出。本書使您能夠採取積極行動，主動出擊，並做出艱難的決策以保護和增長家庭的財富。
- 確保您的個人和財務成功及遺產
- 獲取來自領先專家的見解和數據
- 採用最有用的財富管理工具和策略
- 了解其他家庭如何成功應對常見困境
當您的家庭財富受到威脅時，知識至關重要——而不確定性可能是危險的。智慧的財富 來自與數百位富裕個人和家庭的互動，提供了來自世界頂尖金融專家的實用解決方案的權威資源。
作者簡介
TOM MCCULLOUGH is Chairman and CEO of Northwood Family Office, a multi-family office which serves the comprehensive financial needs of families of significant net worth. Northwood was founded in 2003 and has quickly risen to prominence as an international leader in its field. Tom has spent over 30 years in the field of family wealth management and is also an adjunct professor of Private Wealth Management at the University of Toronto's Rotman School of Management, and co-author of Family Wealth Management (Wiley, 2013).
DR. KEITH WHITAKER is President of Wise Counsel Research, a think tank and consultancy focused on families with significant wealth. He served as Managing Director at Wells Fargo Family Wealth and currently serves on the board of directors of the National Association of Scholars. For many years, Keith has helped enterprising families develop their rising generation, organize their estates, and plan leadership transitions.
作者簡介(中文翻譯)
**湯姆·麥卡洛**（TOM MCCULLOUGH）是北木家族辦公室（Northwood Family Office）的董事長兼首席執行官，該多家族辦公室專注於滿足高淨值家庭的全面財務需求。北木成立於2003年，迅速崛起為該領域的國際領導者。湯姆在家族財富管理領域擁有超過30年的經驗，並且是多倫多大學羅特曼管理學院（Rotman School of Management）私人財富管理的兼任教授，同時也是《家族財富管理》（Family Wealth Management，Wiley，2013）的共同作者。
**基思·惠特克博士**（DR. KEITH WHITAKER）是明智顧問研究所（Wise Counsel Research）的總裁，該智庫和顧問公司專注於高淨值家庭。他曾擔任富國銀行家族財富的董事總經理，並目前擔任全國學者協會（National Association of Scholars）董事會成員。多年來，基思幫助有抱負的家庭培養其新一代，組織其遺產，並規劃領導層的過渡。
