Table of Contents
Foreword to the First Edition xi
Chapter 1: Protecting and Growing Your Wealth 15
Chapter 2: Eight Principles of Strategic Wealth Management 37
Chapter 3: Start with Your Family Purpose 57
Chapter 4: Defining Your Financial Objectives 85
Chapter 5: The Enchanted Forest, the Secret Society, and the Capital Kibbutz 127
Chapter 6: Picking Your Investment Strategy 161
Chapter 7: Making Your Most Important Hire 211
Chapter 8: Taxes Can Be Your Ally! 249
Chapter 9: Promoting Entrepreneurial Stewardship 275
Chapter 10: Making Philanthropy Part of Your Strategic Wealth Program 305
Chapter 11: Putting It All Together: Multigenerational Planning and Wealth Transfer 331
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Wealth: Grow It and Protect It, Updated and Revised, CourseSmart eTextbook
Format: Safari Book
$17.99 | ISBN-13: 978-0-13-313285-4