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Wealth: Grow It, Protect It, Spend It, and Share It

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Wealth: Grow It, Protect It, Spend It, and Share It

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About

Features

  • Discusses family relationships, values and culture, the motives of advisors, spending, philanthropy, taxes, estate planning, and more.
  • Provides insights, knowledge, and strategies that will help you whether you have $10,000 or $10,000,000
  • Written by a 25-year investment veteran and heir of the founder of the Carnation Company

Description

  • Copyright 2006
  • Edition: 1st
  • Book
  • ISBN-10: 0-13-236679-7
  • ISBN-13: 978-0-13-236679-3

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.

Sample Content

Online Sample Chapters

Introduction to Wealth: Grow It, Protect It, Spend It, and Share It

Protecting and Growing Your Wealth

Protecting and Growing Your Wealth

Downloadable Sample Chapter

Sample Chapter - 121 KB -- Chapter 1: Protecting and Growing Your Wealth

Table of Contents

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.

Appendix

Download the sample pages (includes Introduction, Chapter 1 and Index)

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