The stewardship of wealth: successful private wealth management for investors and their advisors
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Hoboken, New Jersey
John Wiley & Sons
2012
|
| Schriftenreihe: | Wiley finance
|
| Schlagworte: | |
| Online-Zugang: | FRO01 UBG01 Volltext |
| Beschreibung: | "This book is an updated and expanded edition of Creative Capital: Managing Private Wealth in a Complex World, by Gregory Curtis, copyright © 2004 by Gregory Curtis, New York: iUniverse, Inc."--Title page verso. - Includes index "Indispensable advice for building a lasting financial legacyBuilding wealth is hard to do, but maintaining that wealth across generations is even more challenging. In The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors + Website, wealth advice expert Gregory Curtis reveals the investment secrets of the world's wealthiest families, so that financial planners, fund managers, and wealthy individuals everywhere can follow in their footsteps. Outlining the best practices for preserving and growing wealth, the book details exactly how to build a lasting financial legacy in the face of taxes, inflation, investment costs, and the conflicts of interest that are endemic to the financial advisory business. Wealthy families are at the very heart of America's exceptionalism, of the vigor, resilience, and creativity that have made the U.S. the most successful nation in history. The Stewardship of Wealth's discusses the crucial role private wealth continues to play in America's remarkable economic and cultural success and the issues wealthy families and their advisors face, presenting a step-by-step guide to better managing liquid wealth. Reveals the wealth management strategies employed by America's wealthiest families and their financial managers Explores the challenges to ensuring that money stays in the family, from portfolio design to manager selection to monitoring investment performance, and much more Details the essential steps for ensuring a lasting financial legacy An examination of the key issues involved in managing private wealth, especially for affluent families, The Stewardship of Wealth + Website is the ultimate guide to building a financial legacy that will last"-- Includes bibliographical references and index |
| Beschreibung: | 1 Online-Ressource |
| ISBN: | 9781119203827 1119203821 9781118421635 1118421639 9781118420157 1118420152 9781118434109 1118434102 |
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| 500 | |a "Indispensable advice for building a lasting financial legacyBuilding wealth is hard to do, but maintaining that wealth across generations is even more challenging. In The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors + Website, wealth advice expert Gregory Curtis reveals the investment secrets of the world's wealthiest families, so that financial planners, fund managers, and wealthy individuals everywhere can follow in their footsteps. Outlining the best practices for preserving and growing wealth, the book details exactly how to build a lasting financial legacy in the face of taxes, inflation, investment costs, and the conflicts of interest that are endemic to the financial advisory business. Wealthy families are at the very heart of America's exceptionalism, of the vigor, resilience, and creativity that have made the U.S. the most successful nation in history. The Stewardship of Wealth's discusses the crucial role private wealth continues to play in America's remarkable economic and cultural success and the issues wealthy families and their advisors face, presenting a step-by-step guide to better managing liquid wealth. Reveals the wealth management strategies employed by America's wealthiest families and their financial managers Explores the challenges to ensuring that money stays in the family, from portfolio design to manager selection to monitoring investment performance, and much more Details the essential steps for ensuring a lasting financial legacy An examination of the key issues involved in managing private wealth, especially for affluent families, The Stewardship of Wealth + Website is the ultimate guide to building a financial legacy that will last"-- | ||
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Datensatz im Suchindex
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| any_adam_object | |
| author | Curtis, Gregory |
| author_facet | Curtis, Gregory |
| author_role | aut |
| author_sort | Curtis, Gregory |
| author_variant | g c gc |
| building | Verbundindex |
| bvnumber | BV043394584 |
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| dewey-full | 332.024/01 |
| dewey-hundreds | 300 - Social sciences |
| dewey-ones | 332 - Financial economics |
| dewey-raw | 332.024/01 |
| dewey-search | 332.024/01 |
| dewey-sort | 3332.024 11 |
| dewey-tens | 330 - Economics |
| discipline | Wirtschaftswissenschaften |
| format | Electronic eBook |
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| geographic_facet | United States USA |
| id | DE-604.BV043394584 |
| illustrated | Not Illustrated |
| indexdate | 2024-07-10T07:24:47Z |
| institution | BVB |
| isbn | 9781119203827 1119203821 9781118421635 1118421639 9781118420157 1118420152 9781118434109 1118434102 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-028813168 |
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| spelling | Curtis, Gregory Verfasser aut Creative capital The stewardship of wealth successful private wealth management for investors and their advisors Gregory Curtis Hoboken, New Jersey John Wiley & Sons 2012 1 Online-Ressource txt rdacontent c rdamedia cr rdacarrier Wiley finance "This book is an updated and expanded edition of Creative Capital: Managing Private Wealth in a Complex World, by Gregory Curtis, copyright © 2004 by Gregory Curtis, New York: iUniverse, Inc."--Title page verso. - Includes index "Indispensable advice for building a lasting financial legacyBuilding wealth is hard to do, but maintaining that wealth across generations is even more challenging. In The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors + Website, wealth advice expert Gregory Curtis reveals the investment secrets of the world's wealthiest families, so that financial planners, fund managers, and wealthy individuals everywhere can follow in their footsteps. Outlining the best practices for preserving and growing wealth, the book details exactly how to build a lasting financial legacy in the face of taxes, inflation, investment costs, and the conflicts of interest that are endemic to the financial advisory business. Wealthy families are at the very heart of America's exceptionalism, of the vigor, resilience, and creativity that have made the U.S. the most successful nation in history. The Stewardship of Wealth's discusses the crucial role private wealth continues to play in America's remarkable economic and cultural success and the issues wealthy families and their advisors face, presenting a step-by-step guide to better managing liquid wealth. Reveals the wealth management strategies employed by America's wealthiest families and their financial managers Explores the challenges to ensuring that money stays in the family, from portfolio design to manager selection to monitoring investment performance, and much more Details the essential steps for ensuring a lasting financial legacy An examination of the key issues involved in managing private wealth, especially for affluent families, The Stewardship of Wealth + Website is the ultimate guide to building a financial legacy that will last"-- Includes bibliographical references and index Investments / United States Wealth / United States Finance / United States BUSINESS & ECONOMICS / Finance bisacsh Finance fast Investments fast Wealth fast Wirtschaft United States fast USA Erscheint auch als Druck-Ausgabe, Hardcover 978-1-118-13427-6 Erscheint auch als Druck-Ausgabe, Hardcover 978-1-118-32186-7 Erscheint auch als Druck-Ausgabe, Hardcover 1-118-32186-3 https://onlinelibrary.wiley.com/doi/book/10.1002/9781119203827 Verlag URL des Erstveröffentlichers Volltext |
| spellingShingle | Curtis, Gregory The stewardship of wealth successful private wealth management for investors and their advisors Investments / United States Wealth / United States Finance / United States BUSINESS & ECONOMICS / Finance bisacsh Finance fast Investments fast Wealth fast Wirtschaft |
| title | The stewardship of wealth successful private wealth management for investors and their advisors |
| title_alt | Creative capital |
| title_auth | The stewardship of wealth successful private wealth management for investors and their advisors |
| title_exact_search | The stewardship of wealth successful private wealth management for investors and their advisors |
| title_full | The stewardship of wealth successful private wealth management for investors and their advisors Gregory Curtis |
| title_fullStr | The stewardship of wealth successful private wealth management for investors and their advisors Gregory Curtis |
| title_full_unstemmed | The stewardship of wealth successful private wealth management for investors and their advisors Gregory Curtis |
| title_short | The stewardship of wealth |
| title_sort | the stewardship of wealth successful private wealth management for investors and their advisors |
| title_sub | successful private wealth management for investors and their advisors |
| topic | Investments / United States Wealth / United States Finance / United States BUSINESS & ECONOMICS / Finance bisacsh Finance fast Investments fast Wealth fast Wirtschaft |
| topic_facet | Investments / United States Wealth / United States Finance / United States BUSINESS & ECONOMICS / Finance Finance Investments Wealth Wirtschaft United States USA |
| url | https://onlinelibrary.wiley.com/doi/book/10.1002/9781119203827 |
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