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   系統號碼940969
   書刊名Wealth of wisdom [electronic resource] : top practices for wealthy families and their advisors /
   主要著者[edited by] Tom McCullough, Keith Whitaker.
   其他著者McCullough, Tom.;Whitaker, Albert Keith.
   出版項Hoboken, NJ : Wiley, c2022.
   索書號HG179.W43 2022
   ISBN9781119827917
   標題Estate planning.
Finance, Personal.
Families-Economic aspects.
Family trusts.
Wealth.
   電子資源https://onlinelibrary.wiley.com/doi/book/10.1002/9781119827917
   
    
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內容簡介"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 shared decisions Combing family and business Giving well Seeking sound advice Facing the future Global leaders in family wealth will contribute the very best practical tools, exercises, activities, cases studies, questionnaires, and worksheets that families and their advisors can use. Each section will have an introduction from the authors and will feature chapters from recognized experts on the one of the key topics in the section where they share practical tools that families can use to develop this area of their life and wealth. The book will also contain chapters on the best practices of executing family activities and tips from experienced practitioners to achieve a successful outcome"--

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