- How the Wealth Management Industry Works
- Classic Approach to Wealth Management
- Strategic Wealth Management
- The Family as a Cultural System
- Taking Control of the Wealth Management Process
- The Nature of the Wealth Strategist’s Role
- Chapter 1: Issues to Discuss with Your Family
This chapter introduced the Strategic Wealth Management Framework and the Eight Principles of Strategic Wealth Management and explained why it’s so important for you, the wealth owner, to grasp the reins of control when it comes to implementation. Exercising strong leadership as a Wealth Strategist while following the Framework significantly enhances the productivity of your advisors, and will put you and your family on track to fully realize your wealth management goals.
Let’s go on now to Chapter 2, where I talk in depth about the eight principles that are central to the effective management of wealth.