Top Practices for Wealthy Families and Their Advisors

<p><b>Discover practical tools and strategies for helping wealthy families retain and grow wealth&nbsp;</b></p> <p>In&nbsp;<i>Top Practices&nbsp;for&nbsp;Wealthy Families&nbsp;and Their Advisors</i>, accomplished&nbsp;family wealth experts Tom McCullough and Keith Whitaker&nbsp;deliver&nbsp;a comprehensive collection of practical activities that members of wealthy families can undertake to ensure their continued success and development.&nbsp;</p> <p>The book contains&nbsp;over 50 chapters, each highlighting a&nbsp;practical tool, exercise,&nbsp;or&nbsp;activity that can be applied by advisors or family members themselves. Each&nbsp;chapter is written by a&nbsp;recognized expert&nbsp;in the field&nbsp;who has used the highlighted tool, exercise, or activity over many years with great success.&nbsp;</p> <p>The book&nbsp;shows readers how to:&nbsp;</p> <ul> <li>Identify&nbsp;the factors that matter the most when it comes to retaining and growing family wealth&nbsp;</li> <li>Plan thoughtfully, invest wisely, and raise the next generation&nbsp;</li> <li>Share their decision making prudently&nbsp;and carefully combine family and business&nbsp;</li> <li>Incorporate charitable giving into an overall wealth strategy and seek sound advice&nbsp;</li> </ul> <p>Perfect for family wealth advisors, financial planners, and private bankers,&nbsp;<i>Top Practices&nbsp;for&nbsp;Wealthy Families&nbsp;and Their Advisors</i>&nbsp;is also an indispensable resource for managers of family trusts seeking to protect and&nbsp;advise their clients.&nbsp;</p>