Complete Family Wealth

Master best practices for sustaining and managing family wealth with this insightful guide.

Details
Discover essential tools and practices for effective family wealth management:

  • Divided into three parts: understanding family, wealth, and enterprise; identifying key family members; and practical wealth management techniques.
  • Focuses on the health and well-being of family members.
  • Addresses the social responsibilities of private wealth.
  • Includes new chapters on positive wealth reception and preserving beloved family properties.
  • Provides appendices on fiduciary practices and strategies for families during challenging times.
  • Offers accessible examples to help families implement these practices across the wealth spectrum.