WEALTH:GROW IT,PROTECT IT, SPEND IT AND SHARE IT STUART E. LUCAS Hardcover

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Notas del vendedor
“This book is like new. There are no stains, rips or tears on any of the pages. The book cover is ...
Country of Origin
United States
Features
Dust Jacket
Region
North America
Series
INVESTING
Country
USA
Title
WEALTH:GROW IT,PROTECT IT,SPEND IT & SHARE IT
ISBN
9780132366793

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Product Identifiers

Publisher
Wharton School Publishing
ISBN-10
0132366797
ISBN-13
9780132366793
eBay Product ID (ePID)
48627130

Product Key Features

Book Title
Wealth : Grow It, Protect It, Spend It, and Share It
Number of Pages
400 Pages
Language
English
Topic
Investments & Securities / Portfolio Management, Investments & Securities / General, Personal Finance / General
Publication Year
2006
Illustrator
Yes
Genre
Business & Economics
Author
Stuart E. Lucas
Format
Hardcover

Dimensions

Item Height
1.3 in
Item Weight
27.2 Oz
Item Length
6.3 in
Item Width
9.2 in

Additional Product Features

Intended Audience
Trade
LCCN
2005-025552
Dewey Edition
22
Dewey Decimal
332.02401
Table Of Content
Wealth: Grow It, Protect It, Spend It, and Share It Foreword Acknowledgments About the Author Introduction 1: Protecting and Growing Your Wealth 2: Eight Principles of Strategic Wealth Management 3: Everything Begins with Values 4: Defining Your Financial Objectives 5: The Enchanted Forest, The Secret Society, and The Capital Kibbutz 6: Picking Your Investment Strategy 7: Making Your Most Important Hire 8: Taxes Can Be Your Ally! 9: Promoting Entrepreneurial Stewardship 10: Making Philanthropy Part of Your Strategic Wealth Program 11: Putting It All Together: Multigenerational Planning and Wealth Transfer Afterword Appendix Index © Copyright Pearson Education. All rights reserved.
Synopsis
More people are creating more wealth today than at any time in history. Even with the market dip in 2001-2003 the number of people with at least a million dollars in net worth is growing at nearly a double-digit annual rate. The dollars that they accumulate are growing even faster. The top 10 U.S. wealth management firms already employ 44,000 advisors to oversee $2.8 trillion in assets. America is also bracing for the largest intergenerational transfer of wealth in history. Reasonable estimates show an average of $1 trillion per year will be transferred from one generation of Americans to the next. With the ever-widening scrutiny that banks, brokerage houses, mutual funds, hedge funds, accounting firms, insurance companies and other wealth management firms are facing, consumers are more confused than ever about who to trust for good advice on managing their wealth. The fact is that managing and growing wealth is about much more than just investing! It is like a jigsaw puzzle. Other pieces include family relationships, values and culture, the motives of your advisors, spending, philanthropy, taxes and estate planning. Even if you have all the pieces, you still need to fit them together properly to build a complete picture. Otherwise, it's just a jumble. Lucas describes how to choose each piece of the puzzle in the context of all the others and offers eight proven, easy-to-understand principles of integrated wealth management as guideposts along the way., Integrates various essential components of wealth management into a coherent whole. This book discusses family relationships, values and culture, the motives of advisors, spending, philanthropy, taxes, estate planning, and more., 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 wealth in history. Added to this are the recent financial scandals which have left us confused about who to trust for good investment and wealth management advice. And because most advisors are specialists, the critical task of integrating the varied aspects of wealth management falls on our shoulders. Written by Stuart Lucas, an experienced investment professional, Carnation Company heir, and now manager of his family's fortune, Wealth : · Helps you to ntegrate the financial and family aspects of wealth management into an actionable, coherent whole; · Provides the tools and information you need to take charge of your wealth, so that your advisors and your money are working toward achieving your goals; · Addresses family relationships and values, preparing your children for affluence, the motives of advisors, spending, philanthropy, taxes, estate planning, investment strategies, and more. In short, Wealth is the definitive guide to optimizing your financial future. The lessons of Wealth apply whether you have $100,000 or $100,000,000, whether your goal is to safeguard assets to last your lifetime or to create a financial legacy that will continue for generations., The first book to integrate all of the essential components of wealth management into a coherent whole, this work discusses family relationships, values, and culture, the motives of advisors, spending, philanthropy, taxes, estate planning, and more.
LC Classification Number
HG4521.L862 2006

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