Family Capital + Website: Working With Wealthy Families To Manage Their Money Across Generations
商品資訊
ISBN13：9781119094135
出版社：John Wiley & Sons Inc
作者：Curtis
出版日：2016/01/15
裝訂／頁數：精裝／352頁
規格：20.3cm*12.7cm*2.5cm (高/寬/厚)
商品簡介
Written by wealth advice expert Gregory Curtis, Family Capital describes how families manage their capital and themselves across several generations. The book will discuss:
- How to find a good advisor
- How to design and build an investment portfolio
- How to monitor investment and advisor performance
- How best to use trusts and other estate planning vehicles
By following an archetypical wealthy family through several generations and collateral family units,Family Capital showcases the investment management experiences of the family. With additional forms and resources on a companion website, the book resonates with both families and their advisors and as they continue to make decisions regarding their wealth.
作者簡介
GREGORY CURTIS is the chairman and founder of Greycourt & Co., Inc., an open-architecture wealth advisory firm serving substantial families and select endowments on a global basis. He is the author ofCreative Capital and The Stewardship of Wealth, as well as numerous white papers on a variety of investment topics.
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