Serving The Wealthy
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Serving The Wealthy
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Author : Prof Steven M Ferry
language : en
Publisher: Createspace Independent Publishing Platform
Release Date : 2016-11-23
Serving The Wealthy written by Prof Steven M Ferry and has been published by Createspace Independent Publishing Platform this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-11-23 with categories.
Serving the wealthy and powerful is not for the faint of heart nor enthusiastically uneducated-it requires know-how developed over a millennium by the very people-British butlers-who have looked after the personal lives of the most discerning and demanding of individuals. In the really old days, failure could result in death; today, it merely results in firing. Yet there is no need for either, as there are right ways to conduct oneself and engage with employers, their families, and guests; and right ways to look after their prized possessions and beautiful properties. Whether looking back at the traditional world that helps define the butler; or analyzing the fast-changing world that offers its challenges to butlers in real time; or anticipating the future for our profession-a world populated by technology, including robots-and how best to prepare for it, this first of a two-volume series provides a voice in the ear of the thinking professional and a measure of stability for those entering the profession. The know-how presented has been brought together and updated for the 21st Century butler and household or estate(s) managers, and is furthermore equally applicable: a) to any private individual wishing to introduce or maintain high standards in their person life; and b) to any service industry where superior service is expected and appreciated by clients, consumers, patients, et al, and is, in fact, vital to the success of any company and its bottom line. 931 definitions are provided as footnotes and in a glossary to smooth the way for readers. The 125 color photographs and 785 pages of know-how gleaned over more than a quarter of a century of work in service, up close and personal, to the wealthy, as well as over six decades of living and learning, add up to a tome that is a must-have for any professional's library. For it not only provides an overview of this unique style of service and the expectations of others, but also the tools to succeed. In addition, the reader will have access to the author, who is Chairman of the International Institute of Modern Butlers, for advice on any service-related questions or difficulties. Volume I is the updated edition of the best selling book, "Butlers and Household Managers, 21st Century Professionals" and together with Volume II, comprises the first and only comprehensive work on the service skills that have made butlers a household name (pun incidental) and the envy of anyone wishing to provide superior service.
The Wealthy Heart A Guide To Abundance Through Serving Others
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Author : Skip Weeks
language : en
Publisher: Independently Published
Release Date : 2023-09-30
The Wealthy Heart A Guide To Abundance Through Serving Others written by Skip Weeks and has been published by Independently Published this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-09-30 with categories.
"The Wealthy Heart - A Guide to Abundance Through Serving" is a transformative journey into the heart of true wealth. In this inspiring guide, you'll discover the profound connection between abundance and selfless service. As you immerse yourself in the principles within these pages, you'll unlock the secrets to a more fulfilling and prosperous life. Embracing the art of giving and serving others will not only bring joy and purpose to your days but also unveil a richer, more abundant existence. The benefits are boundless - from nurturing meaningful relationships and discovering your life's purpose to fostering an abundance mindset that attracts prosperity in all its forms. This book is your key to unleashing the infinite potential of a wealthy heart and experiencing the true riches life has to offer. Prepare to embark on a journey that will forever change your perspective on wealth and leave you with a heart brimming with abundance.
The Stewardship Of Wealth
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Author : Gregory Curtis
language : en
Publisher: John Wiley & Sons
Release Date : 2012-10-19
The Stewardship Of Wealth written by Gregory Curtis and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-10-19 with Business & Economics categories.
Indispensable advice for building a lasting financial legacy Building 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.
Serving The Wealthy
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Author : Steven M. Ferry
language : en
Publisher: Createspace Independent Publishing Platform
Release Date : 2016-11-23
Serving The Wealthy written by Steven M. Ferry and has been published by Createspace Independent Publishing Platform this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-11-23 with categories.
Serving the wealthy and powerful is not for the faint of heart nor enthusiastically uneducated-it requires know-how developed over a millennium by the very people-British butlers-who have looked after the personal lives of the most discerning and demanding of individuals. In the really old days, failure could result in death; today, it merely results in firing. Yet there is no need for either, as there are right ways to conduct oneself and engage with employers, their families, and guests; and right ways to look after their prized possessions and beautiful properties. Whether looking back at the traditional world that helps define the butler; or analyzing the fast-changing world that offers its challenges to butlers in real time; or anticipating the future for our profession-a world populated by technology, including robots-and how best to prepare for it, this first of a two-volume series provides a voice in the ear of the thinking professional and a measure of stability for those entering the profession. The know-how presented has been brought together and updated for the 21st Century butler and household or estate(s) managers, and is furthermore equally applicable: a) to any private individual wishing to introduce or maintain high standards in their person life; and b) to any service industry where superior service is expected and appreciated by clients, consumers, patients, et al, and is, in fact, vital to the success of any company and its bottom line. 931 definitions are provided as footnotes and in a glossary to smooth the way for readers. The 125 color photographs and 785 pages of know-how gleaned over more than a quarter of a century of work in service, up close and personal, to the wealthy, as well as over six decades of living and learning, add up to a tome that is a must-have for any professional's library. For it not only provides an overview of this unique style of service and the expectations of others, but also the tools to succeed. In addition, the reader will have access to the author, who is Chairman of the International Institute of Modern Butlers, for advice on any service-related questions or difficulties. Volume I is the updated edition of the best selling book, "Butlers and Household Managers, 21st Century Professionals" and together with this Volume II, comprises the first and only comprehensive work on the service skills that have made butlers a household name (pun incidental) and the envy of anyone wishing to provide superior service.
The Complete Family Office Handbook
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Author : Kirby Rosplock
language : en
Publisher: John Wiley & Sons
Release Date : 2020-11-24
The Complete Family Office Handbook written by Kirby Rosplock and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-11-24 with Business & Economics categories.
Discover new insights on how to setup, manage, and advise wealthy families and their family offices The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series. This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs. This book teaches those who advise family offices and wealthy families on: · How to setup, structure, and advise a family office · Current compliance, fiduciary and risk management practices for a family office · Forward-thinking investment management, estate planning, and private trust company considerations · Fresh insights on philanthropy, legacy, and impact investing · Best practices to managing family wealth education and preparing next generation owners · New insights on family governance, strategic planning, and succession · Methods to create a family constitution, mission, and vision for families and their family offices. The Complete Family Office Handbook provides the most comprehensive, current research, practical guidance, and approaches from leading family offices from around the globe and illustrates, by way of practical case studies and examples, how families can effectively manage their wealth for the long term.
The Little Book That Builds Wealth
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Author : Pat Dorsey
language : de
Publisher: John Wiley & Sons
Release Date : 2010-12-28
The Little Book That Builds Wealth written by Pat Dorsey and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-12-28 with Business & Economics categories.
Dieser praktische Leitfaden macht Anleger mit dem Economic Moat Konzept vertraut, der "Zauberformel" des Morningstar, mit der sich erstklassige Investmentchancen aufspüren lassen. Das Konzept ist keineswegs neu: Es wurde zunächst durch Benjamin Graham und Warren Buffett populär, wurde dann aber lange vernachlässigt. "The Little Book that Builds Wealth" erklärt ganz genau, wie man den Economic Moat, d.h. die Wettbewerbsbarriere bzw. den Wettbewerbsvorteil (wie z.B. geringe Produktionskosten, ausgebautes Vertriebsnetz, gutes Markenimage etc.) ermittelt, durch den sich ein Unternehmen deutlich von Konkurrenzunternehmen abgrenzt. Dabei geht es aber weder um reines Value Investing, noch um reines Growth Investing, sondern vielmehr darum, erstklassige Nischen-Wachstumswerte zu einem attraktiven Kurs zu kaufen. Das Buch demonstriert anschaulich Schritt für Schritt, was einen Economic Moat ausmacht, wie man ihn ermittelt, wie man verschiedene Moats gegeneinander abwägt, und wie man auf der Basis dieser Daten am besten eine Investmententscheidung trifft. Mit begleitender Website. Sie wird vom Morningstar betrieben und enthält eine Reihe von Tools und Features, mit deren Hilfe der Leser das Gelernte in der Praxis testen kann. Autor Pat Dorsey ist ein renommierter Finanzexperte. Er ist Chef der Morningstar Equity Research und Kolumnist bei Morningstar.com. Ein neuer Band aus der beliebten 'Little Book'-Reihe.
Rich In America
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Author : Jeffrey S. Maurer
language : en
Publisher: John Wiley & Sons
Release Date : 2003-10-07
Rich In America written by Jeffrey S. Maurer and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2003-10-07 with Business & Economics categories.
Advance Praise for Rich In America "I highly recommend Rich in America to investors of all economic levels. While certainly no company understands the wealthy better than U.S. Trust, Jeff Maurer has done a wonderful job of turning the wisdom he gathered during his distinguished career at this venerable institution into advice that will benefit anyone interested in making smarter financial decisions." -Charles Schwab Chairman, The Charles Schwab Corporation "Jeff Maurer is uniquely qualified to advise the affluent and those who would be. Rich in America is packed with insight and wisdom gleaned from his long and tremendously successful career at the very pinnacle of wealth management." -Timothy C. Forbes Chief Operating Officer, Forbes Inc. "For thirty-three years, Jeff Maurer helped build U.S. Trust Corporation into one of the nation's most prominent and respected wealth managers. In this book, Jeff combines his own experience with the knowledge gleaned from a decade of U.S. Trust research into who the affluent are, how they earned their money, and how they keep it. The U.S. Trust approach to building and maintaining wealth makes relevant reading for anyone eager to provide for their own and their family's financial well-being." -Alan J. Weber Chairman and Chief Executive Officer, U.S. Trust Corporation "Jeff Maurer has distilled more than three decades of investment advice to affluent clients into a concise, informative, and extraordinarily readable work. Readers who are trying to preserve accumulated assets, as well as those who are setting out to build substantial wealth, will profit from this wide-ranging book." -James Poterba Mitsui Professor of Economics, MIT
The Art Of Selling To The Affluent
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Author : Matt Oechsli
language : en
Publisher: John Wiley & Sons
Release Date : 2010-12-14
The Art Of Selling To The Affluent written by Matt Oechsli and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-12-14 with Business & Economics categories.
This insightful book shows salespeople how to meet the needs of affluent clients from the initial contact, to the sales presentation, to providing the level of service and quality they expect, to securing them as long-term customers. Based on extensive research of the buying patterns and expectations of the wealthy, this step-by-step sales guide reveals the secrets of attracting and keeping wealthy clients for life, boosting sales and repeat business. The Art of Selling to the Affluent is also a crash course in the world of the wealthy, giving you the understanding you need to satisfy and retain these profitable top-dollar clients.
Retire Wealthy
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Author : Eric D. Brotman, CFP®
language : en
Publisher: Author House
Release Date : 2014-06-26
Retire Wealthy written by Eric D. Brotman, CFP® and has been published by Author House this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-06-26 with Business & Economics categories.
In his second book, Eric Brotman aims to arm you with the tools you need to achieve an independent and dignified retirement. Specifically, "Retire Wealthy" is designed... 1) To provide a financial literacy tool for you to learn the basics. 2) To motivate you to get on the path to financial independence and to have the tools you need to help make the journey a rewarding one. 3) To provide a process and various strategies you can use in doing financial planning and wealth-building on your own or with your financial advisor. (Would also like to see 1-2 testimonials on the back cover)
Family Capital
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Author : Gregory Curtis
language : en
Publisher: John Wiley & Sons
Release Date : 2016-01-26
Family Capital written by Gregory Curtis and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-01-26 with Business & Economics categories.
The lifelong guide to effective family wealth management strategy Family Capital provides a unique and practical lesson on wealth management. Instead of lectures and dry discussion, this engaging book follows an archetypal wealthy family through several generations and collateral family units to show you what effective family capital management looks like long-term. You will actually listen in on meetings between the family and its wealth advisor as they grapple with the many challenges family investors face. Expert wealth advisor Gregory Curtis provides advice and insight along the way, explaining why each strategy is effective, and how you can put it to work for you. You'll learn how to find an advisor you can trust, how to evaluate their performance, and how you can take the lead role in managing your wealth with the right advisor by your side. Estate planning and portfolio design are explored thoroughly to help you understand what makes sense for your family, and the companion website provides important forms and additional resources that help you put your plan into action. You've worked hard and done well, but the work isn't over. It's important to protect your wealth and make the right decisions to ensure that your family capital remains strong enough to benefit future generations. This book gives you a lifelong guide to effective wealth management, with expert insight to answer your most pressing questions. Find your ideal wealth advisor Design and build your investment portfolio Monitor your investments and your advisor's performance Utilize trusts and other estate planning vehicles to your fullest benefit The best way to learn something new is to hear lived experiences alongside expert commentary. Family Capital provides real-world perspective balanced by professional context, so you can tailor your next move to best suit your own situation.