Wealth – Strategies to Grow and Protect What Matters
When hard work and good fortune intersect, wealth is often produced, and in abundance.
For the wealthy, questions of “will I have enough?” are often supplanted by “how much is too
much?” Concerns about how to deploy such wealth to enrich their children’s and
grandchildren’s lives, without fostering dependency, are common. And methods to most
effectively secure a legacy through philanthropy are of keen interest. These are issues that, for the wealthy, often matter most. And these are the issues addressed in Wealth: Strategies to Grow and Protect What Matters, 2nd edition.
What people are saying about Wealth…

Wealth – Strategies to Grow and Protect What Matters
Newly revised, Wealth covers such topics as: How much wealth is enough?; defining a legacy; family governance, estate, gift and income tax strategies; charitable planning; family business; succession planning, and more. Wealth is comprehensive yet written in an approachable,
entertaining style.

