Open Daily: 10am - 10pm | Alley door pickup 10am - 7pm 3038 Hennepin Ave Minneapolis, MN
612-822-4611

  • Open Daily: 10am - 10pm
    Alley-side Pickup: 10am - 7pm

    3038 Hennepin Ave Minneapolis, MN
    612-822-4611

Open Daily: 10am - 10pm | Alley-side Pickup: 10am - 7pm
3038 Hennepin Ave Minneapolis, MN
612-822-4611
Family Capital: Working with Wealthy Families to Manage Their Money Across Generations

Family Capital: Working with Wealthy Families to Manage Their Money Across Generations

Curtis, Gregory

Hardcover

Investing & FinancePersonal Finance

Publisher Price: $40.00

ISBN10: 1119094135
ISBN13: 9781119094135
Publisher: Wiley
Published: Jan 26 2016
Pages: 352
Weight: 1.20
Height: 1.20 Width: 6.00 Depth: 9.10
Language: English
The lifelong guide to effective family wealth management strategy

Family Capital provides a unique and practical lesson on wealth management. Instead of lectures and dry discussion, this engaging book follows an archetypal wealthy family through several generations and collateral family units to show you what effective family capital management looks like long-term. You will actually listen in on meetings between the family and its wealth advisor as they grapple with the many challenges family investors face. Expert wealth advisor Gregory Curtis provides advice and insight along the way, explaining why each strategy is effective, and how you can put it to work for you. You'll learn how to find an advisor you can trust, how to evaluate their performance, and how you can take the lead role in managing your wealth with the right advisor by your side. Estate planning and portfolio design are explored thoroughly to help you understand what makes sense for your family, and the companion website provides important forms and additional resources that help you put your plan into action.

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