More Than Money: A Guide To Sustaining Wealth and Preserving the Family
()
Currently unavailable
Currently unavailable
About this ebook
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.
Related to More Than Money
Titles in the series (37)
The Quest for Alpha: The Holy Grail of Investing Rating: 0 out of 5 stars0 ratingsThe Cul-de-Sac Syndrome: Turning Around the Unsustainable American Dream Rating: 3 out of 5 stars3/5201 Great Ideas for Your Small Business Rating: 0 out of 5 stars0 ratingsIn Too Deep: BP and the Drilling Race That Took it Down Rating: 0 out of 5 stars0 ratingsFine Art and High Finance: Expert Advice on the Economics of Ownership Rating: 0 out of 5 stars0 ratingsWhen Prime Brokers Fail: The Unheeded Risk to Hedge Funds, Banks, and the Financial Industry Rating: 0 out of 5 stars0 ratingsThe Dragon Network: Inside Stories of the Most Successful Chinese Family Businesses Rating: 0 out of 5 stars0 ratingsFinancial Origami: How the Wall Street Model Broke Rating: 0 out of 5 stars0 ratingsThe Hard Times Guide to Retirement Security: Practical Strategies for Money, Work, and Living Rating: 0 out of 5 stars0 ratingsSteal These Ideas!: Marketing Secrets That Will Make You a Star Rating: 3 out of 5 stars3/5Investing in REITs: Real Estate Investment Trusts Rating: 0 out of 5 stars0 ratingsThink Bigger: And 39 Other Winning Strategies from Successful Entrepreneurs Rating: 0 out of 5 stars0 ratingsAttacks on the Press: Journalism on the World's Front Lines Rating: 0 out of 5 stars0 ratingsZombie Banks: How Broken Banks and Debtor Nations Are Crippling the Global Economy Rating: 0 out of 5 stars0 ratingsBonds: The Unbeaten Path to Secure Investment Growth Rating: 4 out of 5 stars4/5The New Tycoons: Inside the Trillion Dollar Private Equity Industry That Owns Everything Rating: 4 out of 5 stars4/5Japanization: What the World Can Learn from Japan's Lost Decades Rating: 3 out of 5 stars3/5The Mystery of Market Movements: An Archetypal Approach to Investment Forecasting and Modelling Rating: 0 out of 5 stars0 ratingsEndless Appetites: How the Commodities Casino Creates Hunger and Unrest Rating: 3 out of 5 stars3/5Road to Power: How GM's Mary Barra Shattered the Glass Ceiling Rating: 4 out of 5 stars4/5The Crisis of Crowding: Quant Copycats, Ugly Models, and the New Crash Normal Rating: 0 out of 5 stars0 ratingsThe Cycle of the Gift: Family Wealth and Wisdom Rating: 0 out of 5 stars0 ratingsChina's Superbank: Debt, Oil and Influence - How China Development Bank is Rewriting the Rules of Finance Rating: 4 out of 5 stars4/5Trillion Dollar Economists: How Economists and Their Ideas have Transformed Business Rating: 4 out of 5 stars4/5The Voice of the Rising Generation: Family Wealth and Wisdom Rating: 0 out of 5 stars0 ratingsMore Than Money: A Guide To Sustaining Wealth and Preserving the Family Rating: 0 out of 5 stars0 ratingsThe Fix: How Bankers Lied, Cheated and Colluded to Rig the World's Most Important Number Rating: 3 out of 5 stars3/5A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan Rating: 5 out of 5 stars5/5Passing the Torch: Preserving Family Wealth Beyond the Third Generation Rating: 1 out of 5 stars1/5Sweat Equity: Inside the New Economy of Mind and Body Rating: 4 out of 5 stars4/5
Finance & Money Management For You
The Psychology of Money: Timeless lessons on wealth, greed, and happiness Rating: 5 out of 5 stars5/5The Intelligent Investor, Rev. Ed: The Definitive Book on Value Investing Rating: 4 out of 5 stars4/5Financial Words You Should Know: Over 1,000 Essential Investment, Accounting, Real Estate, and Tax Words Rating: 4 out of 5 stars4/5The Richest Man in Babylon Rating: 4 out of 5 stars4/5Strategy Skills: Techniques to Sharpen the Mind of the Strategist Rating: 4 out of 5 stars4/5The Great Reset: And the War for the World Rating: 4 out of 5 stars4/5How to Make Money in Stocks: A Winning System in Good Times and Bad, Fourth Edition Rating: 5 out of 5 stars5/5The 7 Habits of Highly Effective People: 15th Anniversary Infographics Edition Rating: 5 out of 5 stars5/5The Lifestyle Investor: The 10 Commandments of Cash Flow Investing for Passive Income and Financial Freedom Rating: 5 out of 5 stars5/5Wealthology: The Science of Smashing Money Blocks Rating: 3 out of 5 stars3/5Alchemy: The Dark Art and Curious Science of Creating Magic in Brands, Business, and Life Rating: 4 out of 5 stars4/5Just Keep Buying: Proven ways to save money and build your wealth Rating: 5 out of 5 stars5/5The Book on Advanced Tax Strategies: Cracking the Code for Savvy Real Estate Investors Rating: 4 out of 5 stars4/5Good to Great: Why Some Companies Make the Leap...And Others Don't Rating: 4 out of 5 stars4/5The Great Awakening: Defeating the Globalists and Launching the Next Great Renaissance Rating: 4 out of 5 stars4/5The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make Rating: 0 out of 5 stars0 ratingsPrinciples: Life and Work Rating: 4 out of 5 stars4/5Quiet Leadership: Six Steps to Transforming Performance at Work Rating: 4 out of 5 stars4/5Capitalism and Freedom Rating: 4 out of 5 stars4/5The Tax and Legal Playbook: Game-Changing Solutions To Your Small Business Questions Rating: 3 out of 5 stars3/5ABCs of Buying Rental Property: How You Can Achieve Financial Freedom in Five Years Rating: 5 out of 5 stars5/5Built to Last: Successful Habits of Visionary Companies Rating: 4 out of 5 stars4/5
Reviews for More Than Money
0 ratings0 reviews