More than money : a guide to sustaining wealth and preserving the family / Michael A. Cole.
Material type:
TextSeries: Bloomberg financial seriesPublisher: Hoboken, New Jersey : John Wiley & Sons, Inc., [2017]Description: 1 online resource (xiv, 170 pages)Content type: - text
- computer
- online resource
- 9781119264736
- 1119264731
- 9781119264835
- 1119264839
- 332.024/01Â 23
- HG179Â .C657 2017
Includes bibliographical references and index.
Online resource; title from digital title page (viewed on April 25, 2017).
The Meaning of Wealth. The Wealth Management Challenge -- Wealth Is More Than Money -- The Impact of Wealth Stewardship -- Understanding the Wealth Management Process. The Importance of Integrating Tactical and Strategic Wealth Management -- Should We Manage Wealth as a Family? -- The Story of Wealth Creation -- Vision and Mission -- Family Governance -- Developing Future Leadership -- Family Education -- Communication and Alignment -- Integrating Tactical Wealth Management -- Getting It Right.
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