Navigating the Dark Side of Wealth
Author: Thayer Cheatham Willis
Publisher:
Published: 2003
Total Pages: 0
ISBN-13: 9780972549400
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Wealth Management Unwrapped, Revised and Expanded
Author: Charlotte B. Beyer
Publisher: John Wiley & Sons
Published: 2017-08-28
Total Pages: 208
ISBN-13: 1119403693
DOWNLOAD EBOOKYou are the CEO of My Wealth, Inc. — so Take Charge! Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc. this book offers all-in-one guidance for anyone ready to take charge of their finances. This revised and expanded version has been updated with NEW information, for women investors who seek the best advisor, older investors who confront investment choices, and a discussion on both robo-advisors and the impact of your wealth on your children. The companion website includes new interactive diagnostics to help you get started, assess your progress and then see how you compare to others who face similar challenges. By stripping away industry tech-speak and the all-too-common self-promotion, you will: Understand the difference between advisor and money manager Learn the best questions to ask when interviewing an advisor Dissect fee disclosure statements and conflicts of interest Find out if you might be a do-it-yourself investor and learn why that might make sense for your personality The wealth management industry has undergone massive change over the past 25 years. New services or products spring up, yet impenetrable language and marketing hype leave you with precious little practical information. In two or three hours of reading made easier thanks to the bold, often amusing illustrations, you will be a far smarter investor, not by learning the jargon but by applying common sense and insisting on clearer communications from your advisor. You and your advisor can create an even stronger and long lasting partnership by reading this book together. Wealth Management Unwrapped is like a powerful GPS, whether you're a novice or sophisticated investor, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you.
Tom Benson
Author: Kathy Finn
Publisher: Arcadia Publishing
Published: 2016-11-03
Total Pages: 315
ISBN-13: 1455622338
DOWNLOAD EBOOKA biography on the self-made tycoon who rose from car salesman to owner of the New Orleans Saints, and grappled with tragedies along the way. From salesman to dealership owner, New Orleans-born billionaire Tom Benson started in business with cars, which paved the way for his other profitable enterprises that include banks, real estate, and the New Orleans Saints. Kathy Finn’s biography of this self-made tycoon reveals some of the mystery behind the legend. Beginning with his working-class childhood in New Orleans, Finn delves into the contention surrounding Benson, from the controversial near-relocation of the Saints to the dramatic legal battle with his daughter. Including interviews with friends, family, and acquaintances, this extensive compilation sheds light on the man behind the empire—his successes and his tragedies.
The Legacy Family
Author: Lee Hausner
Publisher: Macmillan
Published: 2009-11-15
Total Pages: 232
ISBN-13: 9780230618923
DOWNLOAD EBOOKThough statistics indicate that trillions of dollars will be transferred to the younger generation in the next 50 years, the recipients of that inherited wealth are unlikely to preserve and pass on their inheritance intact. Faced with this prospect, many families today wonder how to successfully transmit to their progeny their own capacity, connections, compassion, and competency that built the original wealth, so that future generations can enjoy these same advantages, and more. The Legacy Family, written by two experts in the field, will provide readers with a roadmap for detailing how to leave family wealth and more importantly, legacy, intact. Readers will learn a variety of skills, from how to articulate a collective vision for the future that can be embraced by all family members to the importance of creating a process so that future generations can help each member shape their own future, while nourishing their close family bonds. This is must reading for any family that wishes to ensure that their future generations have a solid foundation on which to build successful lives.
Wealth of Wisdom
Author: Tom McCullough
Publisher: John Wiley & Sons
Published: 2018-12-06
Total Pages: 397
ISBN-13: 1119331528
DOWNLOAD EBOOKA critical resource for families managing significant wealth Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this book provides a compendium of knowledge from experts around the globe and across disciplines. Deep insight and thoughtful answers put an end to uncertainty, and help lay to rest the issues you have been wrestling with for years; by divulging central lessons and explaining practical actions you can take today, this book gives you the critical information you need to make more informed decisions about your financial legacy. Vital charts, graphics, questionnaires, worksheets and other tools help you get organised, develop a strategy and take real control of your family's wealth, while case studies show how other families have handled the very dilemmas you may be facing today. Managing significant wealth is a complex affair, and navigating the financial world at that level involves making decisions that can have major ramifications — these are not decisions to make lightly. This book equips you to take positive action, be proactive and make the tough decisions to protect and grow your family's wealth. Ensure your personal and financial success and legacy Access insight and data from leading experts Adopt the most useful tools and strategies for wealth management Learn how other families have successfully navigated common dilemmas When your family's wealth is at stake, knowledge is critical — and uncertainty can be dangerous. Drawn from interactions with hundreds ofwealthy individuals and families, Wealth of Wisdom provides a definitive resource of practical solutions from the world's best financial minds.
Help, I'm Rich!
Author: Kees Stoute
Publisher: John Wiley & Sons
Published: 2015-02-02
Total Pages: 356
ISBN-13: 1119020549
DOWNLOAD EBOOKManage and protect your wealth with the help of a private bank Help! I'm Rich! is a detailed examination of how private banking services can help high net worth individuals take charge over their wealth and protect their assets. Designed to increase the ability to discern between 'adding value' and 'self-orientation' and thus improve the professional relationship between private bankers and clients, this reader-friendly guide explains the concerns that typically come along with wealth, and the various ways in which private banks can help clients deal with these challenges effectively. You will learn what private banks do, which services they offer, and how to find and approach a private bank. Case studies illustrate the various scenarios presented, and graphs, tables, cartoons and diagrams help facilitate a true understanding of what private banks can do for you. A detailed description of the various asset classes explains the reasons for — and risks of — investing at each level, giving you a better idea of the wealth management methods that have proven effective for others in your class. Whether you are new to wealth or are newly tasked with the money management aspect of it, it's vital for you to understand the ways in which your high net worth changes the game. This book is an indispensable guide to understanding the common challenges of the wealthy, and the crucial role private banks play in dealing with these challenges. Understand the challenges wealth brings to money management Discover how private banks can help address specific concerns Learn the questions you should ask your private banker Make better financial decisions by having an expert in your corner The more money you have, the more attention it requires, and the solutions tend to get more complicated. The support of a professional services provider seems not only unavoidable but highly desirable. Help! I'm Rich! shows you how to gain the most out of your private banking experience, with detailed guidance and expert advice.
Mark O. Hatfield
Author: Richard W. Etulain
Publisher: University of Oklahoma Press
Published: 2021-07-08
Total Pages: 228
ISBN-13: 0806178280
DOWNLOAD EBOOKIn a career in public office spanning five decades, Mark Odom Hatfield (1922–2011) never lost an election. First elected to the Oregon House of Representatives in 1950, he retired from political office in 1997 after serving as Oregon state senator, secretary of state, and governor and as United States senator for five terms. He was arguably the state’s most important politician, but his brand of liberal-to-moderate Republicanism has long since vanished from the political stage. Mark O. Hatfield: Oregon Statesman tells Hatfield’s story—as an Oregonian, a politician, and a man of practical vision, deep convictions, and far-reaching consequence in the civic life of the state and the nation. A lifelong evangelical Christian and Republican—per his mother’s fondest wishes—and politically inclined from a young age, Hatfield came to office after studying and teaching political science and observing firsthand the ravages of war in the Pacific and the cruelty of segregation at home. Historian Richard W. Etulain portrays Hatfield as an energetic young Republican legislator in a state becoming increasingly Democratic. He pushed civil rights legislation, supported laborers as well as business interests, and struck a balance that would align him with moderates even as the party’s conservative wing became ascendant. Elected in 1958 as Oregon’s youngest-ever governor, Hatfield went on to become the first in the twentieth century to hold that office for two terms, using his tenure to streamline the state’s executive branch and promote Oregon as a prime destination for business and tourism—efforts that quickly earned him a place on the national stage. Etulain focuses on Hatfield as a force in Oregon state politics but also examines his long tenure as a U.S. senator, garnering attention early for his stance against the Vietnam War and later for his antinuclear position. The private life, the public figure, the man of faith and family, of an older West and the new: this biography, while compact, captures Mark Hatfield in full, as a major western politician of the twentieth century.
Strategy For The Wealthy Family: Seven Principles To Assure Riches To Riches Across Generations
Author: Mark Haynes Daniell
Publisher: World Scientific
Published: 2021-10-28
Total Pages: 513
ISBN-13: 9811238383
DOWNLOAD EBOOKStrategy for the Wealthy Family provides a clear framework for highly informed strategic management of the family, the family business, the family's financial assets, the family's trust and tax management activities, philanthropic activities, risk factors and the family's surround ecosystem of institutions, advisors, friends and influencers. It also provides an approach to ensure the important individuality of all family members is fully reflected in every aspect of strategy for the greater family. Defining true family wealth as far more than pure financial capital, Strategy for the Wealthy Family sets out insights and information to help you grow, protect, transfer and share all aspects of your own family wealth successfully across future generations. Ultimately, this is a book for those who wish to understand and manage their own family wealth to join the club of the world's best-managed wealthy families — and stay there.
3 Dimensional Wealth
Author: Roey Diefendorf
Publisher: Greenleaf Book Group
Published: 2005-06
Total Pages: 146
ISBN-13: 0976901412
DOWNLOAD EBOOKBy today's standards, wealth is generally measured by one's financial status. In 3 Dimensional Wealth, veteran financial advisors Monroe M. Diefendorf, Jr and Robert Sterling Madden offer a radically sane perspective on wealth that reveals how tangible assets such as money, property, and possessions are only one aspect of wealth. The 3 Dimensional Wealth premise is simple: replace preconceived notions of wealth with a more encompassing perspective that includes personal (who you are), financial (what you have), and social (how you make a difference) dimensions for a total measurement of your life. The authors reveal how to transition your life from a traditional one-dimensional approach concerning wealth to a three dimensional life that has greater significance. This self-discovery journey will challenge you to strive for a more meaningful existence.
Green With Envy
Author: Shira Boss
Publisher: Business Plus
Published: 2008-12-01
Total Pages: 157
ISBN-13: 0446554464
DOWNLOAD EBOOKIn this myth-shattering book, a leading business journalist exposes the shocking gap between personal finance and public image, and reveals how Americans are caught in the trap of living beyond their means.
