Wealth : grow it and protect it /
Lucas, Stuart E.
Upper Saddle River, N.J. : FT Press,
c2013.
"2nd ed."
Rev. ed. of: Wealth : grow it, protect it, spend it, and share it. c2006.
Protecting and growing your wealth -- Eight principles of strategic wealth management -- Start with your family purpose -- Defining your financial objectives -- The enchanted forest, the sercret society, and the capital kibbutz -- Picking your investment strategy -- Making your most important hire -- Taxes can be your ally! -- Promoting entrepreneurial stewardship -- Making philantthropy part of your strategic wealth program -- Putting it all together: multigenerational planning and wealth transfer.
Includes bibliographical references and index.
Investments.
Finance, Personal.
Portfolio management.