The Resource The stewardship of wealth : successful private wealth management for investors and their advisors, Gregory Curtis

The stewardship of wealth : successful private wealth management for investors and their advisors, Gregory Curtis

Label
The stewardship of wealth : successful private wealth management for investors and their advisors
Title
The stewardship of wealth
Title remainder
successful private wealth management for investors and their advisors
Statement of responsibility
Gregory Curtis
Creator
Subject
Language
eng
Summary
"Indispensable advice for building a lasting financial legacyBuilding 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"--
Member of
Assigning source
Provided by publisher
Cataloging source
DLC
Dewey number
332.024/01
Index
index present
LC call number
HG4910
Literary form
non fiction
Nature of contents
  • dictionaries
  • bibliography
Series statement
Wiley finance
Label
The stewardship of wealth : successful private wealth management for investors and their advisors, Gregory Curtis
Publication
Note
  • "This book is an updated and expanded edition of Creative Capital: Managing Private Wealth in a Complex World, by Gregory Curtis, copyright © 2004 by Gregory Curtis, New York: iUniverse, Inc."--Title page verso
  • Includes index
Bibliography note
Includes bibliographical references and index
http://library.link/vocab/branchCode
  • net
Carrier category
online resource
Carrier category code
cr
Carrier MARC source
rdacarrier
Content category
text
Content type code
txt
Content type MARC source
rdacontent
Contents
pt. 1. The importance of private capital -- pt. 2. The stewardship of wealth -- pt. 3. The rich get richer
Control code
ocn794838546
Extent
1 online resource
Form of item
online
Isbn
9781119203827
Lccn
2012022842
Media category
computer
Media MARC source
rdamedia
Media type code
c
http://library.link/vocab/ext/overdrive/overdriveId
  • bbf30e36-ab10-4114-8192-381bb78acf79
  • cl0500000237
Publisher number
EB00066852
http://library.link/vocab/recordID
.b36055980
Specific material designation
remote
System control number
  • (OCoLC)794838546
  • pebcs1119203821

Library Locations

    • Deakin University Library - Geelong Waurn Ponds CampusBorrow it
      75 Pigdons Road, Waurn Ponds, Victoria, 3216, AU
      -38.195656 144.304955
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