Bøger af Keith Whitaker

Discover practical tools and strategies for helping wealthy families retain and grow wealthIn Top Practices Wealthy Families and Their Advisors, accomplished family wealth experts Tom McCullough and Keith Whitaker deliver a comprehensive collection of practical activities that members of wealthy families can undertake to ensure their continued success and development.The book contains over 50 chapters, each highlighting a practical tool, exercise, or activity that can be applied by advisors or family members themselves. Each chapter is written by a recognized expert in the field who has used the highlighted tool, exercise, or activity over many years with great success.The book shows readers how to:* Identify the factors that matter the most when it comes to retaining and growing family wealth* Plan thoughtfully, invest wisely, and raise the next generation* Share their decision making prudently and carefully combine family and business* Incorporate charitable giving into an overall wealth strategy and seek sound advicePerfect for family wealth advisors, financial planners, and private bankers, Top Practices for Wealthy Families and Their Advisors is also an indispensable resource for managers of family trusts seeking to protect and advise their clients.

Avoid "Shirtsleeves to Shirtsleeves" by Finding Your Voice Growing up in a family with significant wealth or a family business can often feel like an exercise in silence.

A comprehensive guide to giving well to family members Giving is at the core of family life--and with current law allowing up to $5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history.