Téléchargez le livre : More Than Money

More Than Money

A Guide To Sustaining Wealth and Preserving the Family de

Éditeur :

Bloomberg Press


Collection :

Bloomberg

Paru le : 2017-03-31

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Description

A new, more comprehensive approach to long-term family wealth management
More Than Money provides a high-level, integrated approach to preserving both financial resources and family harmony. Research has shown a failure rate of 70 percent in long-term multigenerational wealth management, and contrary to popular assumption, only five percent of that failure is due to bad investment, poor tax planning, or inadequate performance by legal and financial advisors. The number-one reason family wealth management fails is the family itself; poor communication, lack of trust, divergent visions, and a failure to prepare succeeding generations will tear down the resources the family has worked so hard to build. Traditional wealth management cannot fix this. Instead, this book offers a fresh approach that integrates strategic and tactical wealth management to align the family’s assets with the family members.  With helpful tools and advice drawn from a real-world understanding of family complexities, you’ll improve your ability to preserve your family’s resources over multiple generations.
With an expert’s perspective on the real forces behind successful family wealth management, this book provides a clear model and a practical roadmap for long-term financial preservation. Develop a shared family vision and mission Improve communication and trust among members Merge strategic and tactical planning Ensure the longevity of your family’s wealth
The wealth management sphere tends to focus on taxes, investments, banking, and estate planning, but little thought is given to the people themselves—this overlooks the fact that individual family members are the most critical factor in multigenerational wealth management, and fails to provide solutions. More Than Money merges traditional strategies with family dynamics, communication, governance, and preparation to help your resources last for generations to come.
Pages
192 pages
Collection
Bloomberg
Parution
2017-03-31
Marque
Bloomberg Press
EAN papier
9781119264705
EAN PDF
9781119264736
Informations sur l'ebook
Nombre pages copiables
0
Nombre pages imprimables
192
Taille du fichier
1106 Ko
Prix
37,98 €
EAN EPUB
9781119264804
Informations sur l'ebook
Nombre pages copiables
0
Nombre pages imprimables
192
Taille du fichier
451 Ko
Prix
37,98 €

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