Wealth grow it, protect it, spend it, and share it
Never has it been more important to read Wealth: Grow It, Protect It, Spend It, and Share It . More of us have created more wealth today than ever before; managing our retirement assets is increasingly our own responsibility; and America is bracing for the largest intergenerational transfer of wea...
Autor principal: | |
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Otros Autores: | |
Formato: | Libro electrónico |
Idioma: | Inglés |
Publicado: |
Upper Saddle River, N.J. :
Wharton School Pub
c2006.
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Edición: | 1st edition |
Materias: | |
Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009626933506719 |
Tabla de Contenidos:
- Protecting and growing your wealth
- Eight principles of strategic wealth management
- Everything begins with values
- Defining your financial objectives
- The enchanted forest, the secret society, and the capital kibbutz
- Picking your investment strategy
- Making your most important hire
- Taxes can be your ally!
- Promoting entrepreneurial stewardship
- Making philanthropy part of your strategic wealth program
- Putting it all together : multigenerational planning and wealth transfer.