The Stewardship of Wealth / Wiley Finance Editions (PDF)

Indispensable advice for building a lasting financial legacy

Building 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.