- How the Wealth Management Industry Works
- Classic Approach to Wealth Management
- Strategic Wealth Management of Your Family Enterprise
- The Eight Principles
- 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 a new Strategic Wealth Management Framework 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 puts you on a track to fully execute your family enterprise strategy and realize your wealth management goals.
Let’s go on now to Chapter 2, “Eight Principles of Strategic Wealth Management,” where I talk in depth about the principles that are central to the effective management of wealth.