| Description |
xxxiii, 356 pages : illustrations ; 24 cm |
| Bibliography |
Includes bibliographical references and index. |
| Contents |
1. Protecting and growing your wealth -- 2. Eight principles of strategic wealth management -- 3. Everything begins with values -- 4. Defining your financial objectives -- 5. The enchanted forest, the secret society, and the capital kibbutz -- 6. Picking your investment strategy -- 7. Making your most important hire -- 8. Taxes can be your ally! -- 9. Promoting entrepreneurial stewardship -- 10. Making philanthropy part of your strategic wealth program -- 11. Putting it all together : multigenerational planning and wealth transfer. |
| Subject |
Investments.
|
|
Finance, Personal.
|
|
Portfolio management.
|
| ISBN |
0132366797 |
|
9780132366793 |
|
