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007 cr cn|||||||||
008 120516s2013 nju s 001 0 eng d
010 _z 2012020170
020 _z9781118321867 (hardback)
020 _z9781118420157 (e-book)
035 _a(CaPaEBR)ebr10617920
035 _a(OCoLC)818733985
040 _aCaPaEBR
_cCaPaEBR
043 _an-us---
050 1 4 _aHG4910
_b.C87 2013eb
082 0 4 _a332.024/01
_223
100 1 _aCurtis, Gregory,
_d1947-
240 1 0 _aCreative capital
245 1 4 _aThe stewardship of wealth
_h[electronic resource] :
_bsuccessful private wealth management for investors and their advisors /
_cGregory Curtis.
260 _aHoboken, N.J. :
_bWiley,
_c2013.
300 _axxxiii, 423 p.
440 0 _aWiley finance series
500 _a"This book is an updated and expanded edition of Creative Capital: Managing Private Wealth in a Complex World, by Gregory Curtis, copyright © 2004 by Gregory Curtis, New York: iUniverse, Inc."--Title page verso.
500 _aIncludes index.
505 0 _apt. 1. The importance of private capital -- pt. 2. The stewardship of wealth -- pt. 3. The rich get richer.
520 _a"Indispensable advice for building a lasting financial legacyBuilding 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"--
_cProvided by publisher.
533 _aElectronic reproduction.
_bPalo Alto, Calif. :
_cebrary,
_d2011.
_nAvailable via World Wide Web.
_nAccess may be limited to ebrary affiliated libraries.
650 0 _aInvestments
_zUnited States.
650 0 _aWealth
_zUnited States.
650 0 _aFinance
_zUnited States.
655 7 _aElectronic books.
_2local
710 2 _aebrary, Inc.
856 4 0 _uhttp://site.ebrary.com/lib/daystar/Doc?id=10617920
_zAn electronic book accessible through the World Wide Web; click to view
908 _a170314
942 0 0 _cEB
999 _c147742
_d147742