The Stewardship of Wealth (eBook)

Successful Private Wealth Management for Investors and Their Advisors

Gregory Curtis (Autor)

eBook Download: EPUB

2012 | 1. Auflage
464 Seiten
John Wiley & Sons (Verlag)
978-1-118-42163-5 (ISBN)

Infos

Indispensable advice for building a lasting financial legacy

Building 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.

Autor

GREGORY CURTIS is the Chairman and founder of Greycourt & Co., Inc., a wealth advisory firm serving substantial families and select endowments on a global basis. Prior to founding Greycourt, Curtis served for many years as president of a family office for the Mellon family and as president of the Laurel Foundation. He currently serves on the investment committees for Carnegie Mellon University, The Pittsburgh Foundation, St. John's College, United Educators Insurance, and Winchester Thurston School, among others. Curtis is also a founder or cofounder of three investment firms, Greycourt & Co., Inc., The Investment Fund for Foundations, and Moneybags LLC.

Produkt-Details

• Erscheint lt. Verlag: 19.10.2012
• Reihe/Serie: Wiley Finance Editions
• Reihe/Serie: Wiley Finance Editions
• Sprache: englisch
• Themenwelt: Recht / Steuern ► Wirtschaftsrecht
• Themenwelt: Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung
• Schlagworte: Finance & Investments • Finanz- u. Anlagewesen • Finanzwesen
• ISBN-10: 1-118-42163-9 / 1118421639
• ISBN-13: 978-1-118-42163-5 / 9781118421635