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...

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Detalles Bibliográficos
Autor principal: Lucas, Stuart E. (-)
Otros Autores: Mansueto, Joe Contributor (contributor)
Formato: Libro electrónico
Idioma:Inglés
Publicado: Upper Saddle River, N.J. : Wharton School Pub c2006.
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.