The stewardship of wealth
Subtitle: successful private wealth management for investors and their advisors
By: Gregory Curtis
Series: Wiley finance series
Publisher: Wiley; John Wiley & Sons, Inc., Wiley
Published: 2012
Place of publication: Hoboken, New Jersey
Language: eng
Number of pages: 423
ISBN-13: 9781118321867
Subjects: Wealth; BUSINESS & ECONOMICS / Finance; Investments; Finance
Work titles: Creative capital
Description: "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"--
Notes: "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.