Wealth of wisdom : top practices for wealthy families and their advisors /

"This book will identify and demonstrate the practical activities wealthy families take to ensure their continued success and development. It will be organized into nine sections: Thinking through what matters most Planning thoughtfully Investing wisely Raising the rising generation Making shar...

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Bibliographic Details
Other Authors: McCullough, Tom (Financial planner) (Editor), Whitaker, Albert Keith (Editor)
Format: Electronic eBook
Language:English
Published: Hoboken, New Jersey : John Wiley & Sons, Inc., [2022]
Subjects:
Online Access:CONNECT