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The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors
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Bibliographic Detail
Publisher John Wiley & Sons Inc
Publication date November 6, 2012
Pages 423
Binding Hardcover
Edition Har/psc
Book category Adult Non-Fiction
ISBN-13 9781118321867
ISBN-10 1118321863
Dimensions 1.25 by 6.50 by 9.25 in.
Weight 1.50 lbs.
Original list price $65.00
Summaries and Reviews
Amazon.com description: Product Description: 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.



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