Download or read book Estate Planning and Wealth Preservation written by Kathryn G. Henkel and published by . This book was released on 2003 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Aftermath written by James Rickards and published by Penguin. This book was released on 2019-07-23 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Wall Street Journal bestseller Financial expert, investment advisor and New York Times bestselling author James Rickards shows why and how global financial markets are being artificially inflated--and what smart investors can do to protect their assets What goes up, must come down. As any student of financial history knows, the dizzying heights of the stock market can't continue indefinitely--especially since asset prices have been artificially inflated by investor optimism around the Trump administration, ruinously low interest rates, and the infiltration of behavioral economics into our financial lives. The elites are prepared, but what's the average investor to do? James Rickards, the author of the prescient books Currency Wars, The Death of Money, and The Road to Ruin, lays out the true risks to our financial system, and offers invaluable advice on how best to weather the storm. You'll learn, for instance: * How behavioral economists prop up the market: Funds that administer 401(k)s use all kinds of tricks to make you invest more, inflating asset prices to unsustainable levels. * Why digital currencies like Bitcoin and Ethereum are best avoided. * Why passive investing has been overhyped: The average investor has been scolded into passively managed index funds. But active investors will soon have a big advantage. * What the financial landscape will look like after the next crisis: it will not be an apocalypse, but it will be radically different. Those who forsee this landscape can prepare now to preserve wealth. Provocative, stirring, and full of counterintuitive advice, Aftermath is the book every smart investor will want to get their hands on--as soon as possible.
Download or read book Covering Your ASSets written by Leonard Critcher and published by Author House. This book was released on 2014-02 with total page 335 pages. Available in PDF, EPUB and Kindle. Book excerpt: COVERING YOUR ASSets is not a guide on how to accumulate assets. It is written specifically for people who have already accumulated assets, or are on their way to doing so, and wish to preserve and protect those assets. It is written in a unique format that will allow you to isolate your specific life situation and read only material applicable to you. You will learn about what the Wealth Planning process should actually entail, the Thirteen Wealth Management Issues (twelve of which that are ignored by many Financial Planners), the synergy that should come from the integration of these oft-ignored issues, and how to properly build a Wealth Planning Team. Twenty-seven complex strategies and techniques are explained in simple terms and presented in such a way that they can be easily understood by any layman. COVERING YOUR ASSets is an informative, enjoyable and easy to read guide for anyone wishing to Preserve and Protect what they have accumulated.
Download or read book The Complete Guide to Wealth Preservation and Estate Planning written by Jonathan G. Blattmachr and published by Regnery Publishing. This book was released on 1999-11-01 with total page 764 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Complete Guide to Wealth Preservation and Estate Planning is written for everyone from families to financial planners, lawyers, accountants, insurance underwriters, security and investment advisors and business owners.
Download or read book Family Wealth Management written by Mark Haynes Daniell and published by John Wiley & Sons. This book was released on 2013-11-18 with total page 480 pages. Available in PDF, EPUB and Kindle. Book excerpt: Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times Family Wealth Management is coauthored by two experts in the field of private wealth - one, a former director of Bain & Company and the chairman of two of the world's largest family trusts, and the other, a CEO of a leading global family office and professor of finance from University of Toronto. The book introduces you to a unique model of wealth management that produces the desired return outcomes while being consistent with a family's overarching goals and values. The approach combines the best traditional investment and portfolio management practices with innovative new approaches designed to successfully navigate through economic climates both fair and foul. While the authors address the critical "hard" issues of asset management, they also emphasize important "soft" issues of working with families to ensure that actions are congruent with objectives, in alignment with family governance principles and designed to help sustain and grow family wealth over multiple generations. The authors provide clear guidance on how to master each component. How to establish clear family vision, values, and goals as a critical foundation to a sound wealth management strategy How to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environments How to set a long-term family wealth strategy and define an asset allocation model that will produce the desired results How to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family’s circumstance How to effectively monitor performance and respond to the need for change How to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period ahead How to successfully engage and educate the family to preserve and enhance the family’s financial wealth and human capital over the generations
Download or read book Asset Protection Strategies written by Alexander A. Bove (Jr.) and published by American Bar Association. This book was released on 2005 with total page 622 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Optimal Financial Health written by Anthony C. Williams and published by iUniverse. This book was released on 2012-08-16 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Two experienced financial planners share their combined wisdom and knowledge in this handbook that focuses on helping doctors grow and protect wealth. As a specialty doctor, you shouldnt always follow the rules that others adhere to when it comes to finances. Your high income, subsequent high taxes, and significant exposure to litigation all require you to pay even closer attention to your financial goals than the average person. By using this essential wealth management and preservation handbook, you can learn Strategies to diversify your tax risk; Methods to lessen the impact of litigation; Qualities to look for when seeking professional advice; Spend more time doing the things you enjoy with the people you love. This guide includes examples, diagrams, and more to make it easy to understand your financial options and the impact of the decisions you make. Navigating this financial world isnt easy, but taking an active approach will put you well on your way to Optimal Financial Health.
Download or read book Estate Planning and Wealth Preservation written by Kathryn G. Henkel and published by . This book was released on 1998 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Destructive Power of Family Wealth written by Philip Marcovici and published by John Wiley & Sons. This book was released on 2016-12-12 with total page 310 pages. Available in PDF, EPUB and Kindle. Book excerpt: Wealth owners are responsible for more than just assets The Destructive Power of Family Wealth offers thoughtful, holistic planning to ensure that your wealth remains a positive force for your family. While today's families have become global and the world has become smaller and more mobile, we have not yet become immune to the problems wealth poses to the family unit. This book provides authoritative guidance on family wealth management, with an emphasis on both family and wealth. Global taxation regimes, changing bank secrecy laws, asset protection and other critical issues are examined in depth to assist wealth owners in planning, and the discussion includes details on the essential tools that aid in the execution of any wealth management strategy. More than a simple financial planning guide, this book also delves into the psychology of wealth, and the effect it has on different family members; wealth destroys families every day, and smart management means maintaining the health of the family as much as it means maintaining and expanding wealth. Family wealth brings advantages, but it also carries a potential for destruction. Wealth owners have a responsibility to their families and to themselves, and this book provides the critical guidance you need to get it right, whether you are part of a wealth-owning family or are an advisor to wealth-owning families. Learn how careful planning can prevent family strife Protect assets from risks ranging from divorce to political upheaval Explore the many tools that facilitate secure wealth management Discover how changing global regulations affect wealth Understand how private banks and other advisors work Uncover challenges faced by the wealth management industry Find out how to work with advisors and to manage costs while ensuring efficient and effective outcomes Families at all levels of wealth are vulnerable to shifting economic climates, evolving regulatory issues, asset threats and more. Any amount of wealth is enough to shatter a family, but deeply intentional planning based on thoughtful consideration is the key to keeping destructive forces at bay. The Destructive Power of Family Wealth provides expert guidance and a fresh perspective to help you maintain both family and wealth. For those in the wealth management industry and for other advisors to wealth-owning families, The Destructive Power of Family Wealth contains insight on the needs of today's wealth-owning families, ways in which the tools of wealth planning address those needs and guidance on what it takes to be a successful, trusted family advisor.
Download or read book Rich in America written by Jeffrey S. Maurer and published by John Wiley & Sons. This book was released on 2003-10-07 with total page 287 pages. Available in PDF, EPUB and Kindle. Book excerpt: Advance Praise for Rich In America "I highly recommend Rich in America to investors of all economic levels. While certainly no company understands the wealthy better than U.S. Trust, Jeff Maurer has done a wonderful job of turning the wisdom he gathered during his distinguished career at this venerable institution into advice that will benefit anyone interested in making smarter financial decisions." -Charles Schwab Chairman, The Charles Schwab Corporation "Jeff Maurer is uniquely qualified to advise the affluent and those who would be. Rich in America is packed with insight and wisdom gleaned from his long and tremendously successful career at the very pinnacle of wealth management." -Timothy C. Forbes Chief Operating Officer, Forbes Inc. "For thirty-three years, Jeff Maurer helped build U.S. Trust Corporation into one of the nation's most prominent and respected wealth managers. In this book, Jeff combines his own experience with the knowledge gleaned from a decade of U.S. Trust research into who the affluent are, how they earned their money, and how they keep it. The U.S. Trust approach to building and maintaining wealth makes relevant reading for anyone eager to provide for their own and their family's financial well-being." -Alan J. Weber Chairman and Chief Executive Officer, U.S. Trust Corporation "Jeff Maurer has distilled more than three decades of investment advice to affluent clients into a concise, informative, and extraordinarily readable work. Readers who are trying to preserve accumulated assets, as well as those who are setting out to build substantial wealth, will profit from this wide-ranging book." -James Poterba Mitsui Professor of Economics, MIT
Download or read book Family Wealth Management written by Mark Haynes Daniell and published by John Wiley & Sons. This book was released on 2013-08-05 with total page 480 pages. Available in PDF, EPUB and Kindle. Book excerpt: Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times Family Wealth Management is coauthored by two experts in the field of private wealth - one, a former director of Bain & Company and the chairman of two of the world's largest family trusts, and the other, a CEO of a leading global family office and professor of finance from University of Toronto. The book introduces you to a unique model of wealth management that produces the desired return outcomes while being consistent with a family's overarching goals and values. The approach combines the best traditional investment and portfolio management practices with innovative new approaches designed to successfully navigate through economic climates both fair and foul. While the authors address the critical "hard" issues of asset management, they also emphasize important "soft" issues of working with families to ensure that actions are congruent with objectives, in alignment with family governance principles and designed to help sustain and grow family wealth over multiple generations. The authors provide clear guidance on how to master each component. How to establish clear family vision, values, and goals as a critical foundation to a sound wealth management strategy How to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environments How to set a long-term family wealth strategy and define an asset allocation model that will produce the desired results How to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family’s circumstance How to effectively monitor performance and respond to the need for change How to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period ahead How to successfully engage and educate the family to preserve and enhance the family’s financial wealth and human capital over the generations
Download or read book Asset Protection written by Jay Adkisson and published by McGraw Hill Professional. This book was released on 2004-07-02 with total page 337 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies that are effective and legal for putting one’s assets safely out of reach In today’s increasingly litigious world, the shielding of assets has become a prominent issue for financial planners, business owners, and high-net-worth individuals. Asset Protection details methods that are both legally and morally legitimate for protecting one’s assets from creditors, lawsuits, and scams. Bringing economic common sense and legitimacy to an area that is drowning in gimmickry, two of today’s top lawyers examine the fundamental issues in this growing area, avoiding dense legalese to make the book accessible to anyone. Asset Protection covers everything readers want to know about: Establishing an effective asset protection program Today’s most popular, established strategies Newer strategies that are still being resolved by the courts
Download or read book Wealth Unbroken written by Rebecca Walser and published by Atlantic Publishing Company. This book was released on 2018-01-03 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: Most Americans fall far too short in achieving long-lasting financial success in retirement. Conventional wealth building wisdom has been leading Americans astray for well over 35 years. In fact, following traditional financial methods towards wealth has led to 96 out of every 100 Americans failing to achieve true financial success.In her book, WEALTH UNBROKEN, Tax attorney and financial strategist Rebecca Walser maps out how to be one of the few who not only survives but thrives in the coming era of increasing taxes, extreme market volatility and an aged, debt-riddled America. Americans have been fed half-truths for decades, ruining their ability to create true wealth. WEALTH UNBROKEN subverts this prevalent misinformation and gives you the reality behind saving, building, and investing your hard-earned wealth in your current and future self. With this book, you can take the path less traveled with unflinching confidence in your lifelong financial success.
Download or read book More Than Money written by Michael A. Cole and published by John Wiley & Sons. This book was released on 2017-03-31 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt: A new, more comprehensive approach to long-term family wealth management More Than Money provides a high-level, integrated approach to preserving both financial resources and family harmony. Research has shown a failure rate of 70 percent in long-term multigenerational wealth management, and contrary to popular assumption, only five percent of that failure is due to bad investment, poor tax planning, or inadequate performance by legal and financial advisors. The number-one reason family wealth management fails is the family itself; poor communication, lack of trust, divergent visions, and a failure to prepare succeeding generations will tear down the resources the family has worked so hard to build. Traditional wealth management cannot fix this. Instead, this book offers a fresh approach that integrates strategic and tactical wealth management to align the family’s assets with the family members. With helpful tools and advice drawn from a real-world understanding of family complexities, you’ll improve your ability to preserve your family’s resources over multiple generations. With an expert’s perspective on the real forces behind successful family wealth management, this book provides a clear model and a practical roadmap for long-term financial preservation. Develop a shared family vision and mission Improve communication and trust among members Merge strategic and tactical planning Ensure the longevity of your family’s wealth The wealth management sphere tends to focus on taxes, investments, banking, and estate planning, but little thought is given to the people themselves—this overlooks the fact that individual family members are the most critical factor in multigenerational wealth management, and fails to provide solutions. More Than Money merges traditional strategies with family dynamics, communication, governance, and preparation to help your resources last for generations to come.
Download or read book FT Guide to Wealth Management written by Jason Butler and published by Pearson UK. This book was released on 2012-12-27 with total page 281 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Financial Times Guide to Wealth Management is your definitive guide to preserving and enhancing your wealth and getting the most out of your finances. Whether you want to do it yourself, or get an overview of the basics so you can understand the experts, this book gives you the answers. Up to date with all the latest changes to UK pension, tax and legal rules, it covers everything you need to know in one easy to read guide.
Download or read book ABA Consumer Guide to Asset Protection written by Jeffrey R. Matsen and published by . This book was released on 2015 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The proliferation of lawsuits throughout society exposes business owners, physicians, and other professionals to enormous risk if they don't adequately protect their personal and business assets. In The ABA Consumer Guide to Asset Protection, leading asset protection attorney Jeffrey Matsen provides a step-by-step guide to creating a "shield of liability" around personal and business assets through a combination of business and investment entity selections; estate planning techniques; and the creation of appropriate trusts. Matsen's multi-tiered approach is designed to help virtually everyone who has significant assets and to provide a plan appropriate to their particular circumstances. Readers will gain the knowledge to choose the right advisor and actively participate in the creation and management of their own asset protection plan.
Download or read book Wealth written by Stuart E. Lucas and published by FT Press. This book was released on 2012-12-07 with total page 523 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover the best ways to build, protect, and sustain family and business wealth across generations! Wealth is the world's most valuable guide to wealth management for individuals, families, business owners, and the "upwardly affluent." In the six years since Stuart Lucas first wrote this book, however, the financial world has changed dramatically. Throughout the financial crisis and beyond, Lucas has led the University of Chicago's Private Wealth Management program, teaching more than 500 members of the world's wealthiest families. Now, he brings together extraordinary insights and constructs informed by this experience. Wealth, Updated and Revised Edition retains its core advice, which has been tested and proven by the worst financial crisis since the Great Depression. However, Lucas has updated his exclusive Strategic Wealth Management Framework to help even more individuals, families, and entrepreneurs aspiring to wealth or seeking to protect it. Lucas highlights key value drivers - family purpose, the economic engine, and leakage management - that mark the difference between family enterprises that succeed for generations and those that fail. He offers updated, sage advice on making financial decisions, evaluating "expert" advice, running a family business office, tax/estate planning, philanthropy, wealth preservation, and more. Since developing a family's human capital is the best antidote to Wall Street excess, this edition adds even more robust and actionable guidance for building a culture of Entrepreneurial Stewardship: one that enables and encourages all family members to flourish, and improves the odds that families can sustain wealth. This book is for all successful business owners and anyone who possesses (or aspires to own) substantial financial assets, whether earned or inherited. It will also be of keen interest to investment advisors, business consultants, business brokers, wealth industry practitioners, lawyers, accountants, tax advisors, and others who counsel the wealthy (and upwardly affluent) about wealth management.
