The Family wealth sustainability toolkit : the manual
- Author
- Additional Author(s)
-
- Publisher
- Hoboken, New Jersey: John Wiley & Sons, Inc, 2012
- Language
- English
- ISBN
- 9781118345863
- Series
-
- Subject(s)
-
- ESTATE PLANNING
- WEALTH MANAGEMENT
- INHERITANCE AND SUCCESSION
- FINANCE, PERSONAL
- FAMILIES-ECONOMIC ASPECTS
- Notes
-
. . Index: p. 99-102
- Abstract
- -
Physical Dimension
- Number of Page(s)
- xii, 102 p.
- Dimension
- 22 cm.
- Other Desc.
- -
Summary / Review / Table of Content
An interactive assessment tool and companion manual for wealthy families and their financial advisors that analyze the behaviors and knowledge that impact a family & rsquo;s overall wealth, while also providing best practices needed for improvement The Family Wealth Sustainability Toolkit gives wealthy individuals, family offices, and the financial planners, advisors and wealth managers who counsel them, the tools they need to better assess their wealth sustainability skills.
Exemplar(s)
| # |
Accession No. |
Call Number |
Location |
Status |
| 1. | 01866/16 | 332.024016 Bro F | Library - 7th Floor | Available |
