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A FIRSTHAND PERSPECTIVE ON FAMILY WEALTH MANAGEMENT BEST PRACTICES
Family Capital is the refreshing new guide to managing wealth for the very rich. Instead of lectures and dry discussion, this vividly engaging book follows an archetypal wealthy family through several generations of fortune and misfortune to show you what effective family capital management looks like long term in the real world. You sit in on actual meetings between the family and its wealth advisers as they grapple with the many common challenges family investors face. Expert wealth adviser Gregory Curtis interjects revealing advice and insight along the way, explaining why each strategy is effective, and how you can put it to work for you. By the time the family's destiny has played out, you will be able to:
- Find your ideal wealth adviser
- Design and build your investment portfolio
- Monitor your investments and your adviser's performance
- Use trusts and other estate planning vehicles to your fullest benefit
Family Capital provides you with an exclusive skill set of knowledge and online resources for guiding families out of the shirtsleeves-to-shirtsleeves cycle of wealth.
