{"product_id":"wealth-of-wisdom-top-practices-for-wealthy-families-and-their-advisors-hardcover","title":"Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors - Hardcover","description":"\u003cp\u003eby \u003cb\u003eTom McCullough\u003c\/b\u003e (Author), \u003cb\u003eKeith Whitaker\u003c\/b\u003e (Author)\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eDiscover practical tools and strategies for helping wealthy families retain and grow wealth \u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eIn \u003ci\u003eTop Practices Wealthy Families and Their Advisors\u003c\/i\u003e, accomplished family wealth experts Tom McCullough and Keith Whitaker deliver a comprehensive collection of practical activities that members of wealthy families can undertake to ensure their continued success and development.\u003c\/p\u003e \u003cp\u003eThe book contains over 50 chapters, each highlighting a practical tool, exercise, or activity that can be applied by advisors or family members themselves. Each chapter is written by a recognized expert in the field who has used the highlighted tool, exercise, or activity over many years with great success.\u003c\/p\u003e \u003cp\u003eThe book shows readers how to: \u003c\/p\u003e \u003cul\u003e \u003cli\u003eIdentify the factors that matter the most when it comes to retaining and growing family wealth\u003c\/li\u003e \u003cli\u003ePlan thoughtfully, invest wisely, and raise the next generation\u003c\/li\u003e \u003cli\u003eShare their decision making prudently and carefully combine family and business\u003c\/li\u003e \u003cli\u003eIncorporate charitable giving into an overall wealth strategy and seek sound advice\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003ePerfect for family wealth advisors, financial planners, and private bankers, \u003ci\u003eTop Practices for Wealthy Families and Their Advisors\u003c\/i\u003e is also an indispensable resource for managers of family trusts seeking to protect and advise their clients.\u003c\/p\u003e\u003ch3\u003eFront Jacket\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e Significant family wealth brings many opportunities and benefits. At the same time, enterprising families face considerable challenges as they attempt to navigate financial and estate planning, succession, developing rising generation talent, and more. It is important for high-net-worth families to find and employ proven methods to help protect and improve their resources and family relationships over time. \u003c\/p\u003e\u003cp\u003eIn \u003ci\u003eWealth of Wisdom: Top Practices for Wealthy Families and Their Advisors\u003c\/i\u003e, veteran family wealth practitioners and advisors Tom McCullough and Keith Whitaker have collected practical and hands-on tools, exercises, and activities for wealthy family members and the practitioners who advise them. Contained in 62 stand-alone chapters, written by leading family wealth advisors, these concrete strategies are designed to help families thoughtfully plan for their future, invest wisely, raise the next generation of family leaders, share decision making, and effectively connect with communities through philanthropy. \u003c\/p\u003e\u003cp\u003eIn this book, you will find templates, tools, and exercises you can apply immediately in your advisory practice or in your own family to determine legacy, identify core values, understand family complexity, and explore individual histories with money. This book offers a single, definitive source of actionable solutions from over 70 leaders in the field of family wealth advising. \u003c\/p\u003e\u003cp\u003e\u003ci\u003eWealth of Wisdom: Top Practices for Wealthy Families and Their Advisors\u003c\/i\u003e is an indispensable guide for wealthy families and the family offices, advisors, consultants, lawyers and accountants who work with them to help them achieve their goals.\u003c\/p\u003e\u003ch3\u003eBack Jacket\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eProtect and grow family wealth and relationships with concrete strategies for high-net-worth families and their advisors \u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003ci\u003eWealth of Wisdom: Top Practices for Wealthy Families and Their Advisors\u003c\/i\u003e is a practical and hands-on toolkit containing exercises, techniques, templates, and strategies that can be immediately applied by wealthy families and their advisors to help protect and grow their financial resources and family relationships. The included tools encourage readers to think through and determine their highest priorities, plan thoughtfully for the future, invest their assets wisely, raise the next generation of family leaders, and more. \u003c\/p\u003e\u003cp\u003eExercises like the Family Self-Assessment Tool and the Family Money History Questionnaire reveal foundational and important truths about the structure and behavior of wealthy families, while techniques like the Core Values Exercise demonstrate where family priorities lie and how to make decisions as readers move into the future. \u003c\/p\u003e\u003cp\u003eAn indispensable guide for family office professionals and other practitioners who advise wealthy families as part of their practice--as well as members of high-net-worth families themselves--\u003ci\u003eWealth of Wisdom: Top Practices for Wealthy Families and Their Advisors\u003c\/i\u003e is a one-stop, authoritative resource collected by two of the leading advisors and practitioners in family wealth today.\u003c\/p\u003e\u003ch3\u003eAuthor Biography\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eTOM McCULLOUGH\u003c\/b\u003e is Chairman and CEO of the Northwood Family Office, a multifamily office that serves the comprehensive needs of families of wealth. He has more than three decades of experience in the field of family wealth management and is an Adjunct Professor and Executive-in-Residence at the University of Toronto's Rotman School of Management. He is the co-author of two other books -- \u003ci\u003eFamily Wealth Management: Seven Imperatives for Successful Investing\u003c\/i\u003e, and \u003ci\u003eWealth of Wisdom: The Top 50 Questions Wealthy Families Ask.\u003c\/i\u003e \u003c\/p\u003e\u003cp\u003e\u003cb\u003eKEITH WHITAKER, PhD, \u003c\/b\u003e is president of Wise Counsel Research, a leading consultancy to families with wealth on governance, communication, and the development of rising generation leaders. He has been published in \u003ci\u003eThe Wall Street Journal, The New York Times, The Financial Times, \u003c\/i\u003e and has co-authored six other books for Wiley, including \u003ci\u003eCycle of the Gift, Voice of the Rising Generation, \u003c\/i\u003e and \u003ci\u003eComplete Family Wealth.\u003c\/i\u003e\u003c\/p\u003e\u003cdiv\u003e\n\u003cstrong\u003eNumber of Pages:\u003c\/strong\u003e 464\u003c\/div\u003e\u003cdiv\u003e\n\u003cstrong\u003eDimensions:\u003c\/strong\u003e 1.1 x 10.1 x 7 IN\u003c\/div\u003e\u003cdiv\u003e\n\u003cstrong\u003ePublication Date:\u003c\/strong\u003e September 07, 2022\u003c\/div\u003e","brand":"Books by splitShops","offers":[{"title":"Default Title","offer_id":51766264889632,"sku":"9781119827702","price":45.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0974\/9764\/5344\/files\/6ffd41874ee84c26396cfeac59e3d8de.webp?v=1780288702","url":"https:\/\/ebocreations.com\/products\/wealth-of-wisdom-top-practices-for-wealthy-families-and-their-advisors-hardcover","provider":"The E-Book Oasis LLC","version":"1.0","type":"link"}