Wealth Worth
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Wealth
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Author : Merrill Lynch
language : en
Publisher: John Wiley & Sons
Release Date : 2010-01-08
Wealth written by Merrill Lynch 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 2010-01-08 with Business & Economics categories.
In Wealth, Merrill Lynch and Capgemini present a readable guide on what drives the success of HNWIs, as well as the trends, growth, increased complexity and competitiveness of the global wealth management market, all based on over a decade of research. Full of wealth-building strategies for HNWIs everywhere, as well as for those who aspire to join their ranks and those who advise them, Wealth is a complete guide to successful holistic wealth management. Comprehensive coverage includes: What you should aspire to achieve with your wealth management goals. New ways in which HNWIs should be thinking about planning for the future. How to get to the next level of wealth. Trends, similarities and differences in various regions around the world. Innovative approaches to asset allocation and alternative investments. The increasing role of philanthropy, the growing importance of inter-generational wealth transfer, and other emerging issues for HNWIs. In-depth interviews with prominent high-net-worth and ultra-high-net-worth individuals as well as advisors. Provocative thinking on where the future of the wealth management industry is going.
High Net Worth Investing
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Author : Sam Phoen
language : en
Publisher:
Release Date : 2016-11-01
High Net Worth Investing written by Sam Phoen and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-11-01 with Asset allocation categories.
Your Network Is Your Net Worth
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Author : Porter Gale
language : en
Publisher: Simon and Schuster
Release Date : 2013-06-04
Your Network Is Your Net Worth written by Porter Gale and has been published by Simon and Schuster this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-06-04 with Business & Economics categories.
An internationally known public speaker, entrepreneur, and marketing executive shares practical, up-to-date tips for mastering the skills of networking. Networking doesn’t have to be that frenzied old-school game of calendars packed with stuffy power lunches and sterile evenings at community business gatherings. We’ve entered a new era, one in which shifting cultural values and the explosion of digital technology enable us to network in vastly more efficient, more focused, and more enjoyable ways. A fresh take on How to Win Friends and Influence People, Your Network Is Your Net Worth is an entertaining, straightforward guide filled with revealing case studies, hands-on advice, and innovative strategies for building your network. Written by sought-after speaker, entrepreneur, and marketing executive Porter Gale, with a foreword by Apple evangelist and bestselling author Guy Kawasaki, this book shows you how to establish, expand, and nurture your connections both online and off. New ways to network are popping up every day—and Gale tells you how to make the most of them—but even traditional networking opportunities are not the same animals that they once were, and we need to shift our attitudes and approaches accordingly. Networking has evolved from a transactional game to a transformational process. Whereas once it was about power plays, now it’s about charting your own course, following your passions, and making meaningful connections, which in turn increase your happiness and productivity. In addition to chronicling her own rise from an ad agency intern to an in-demand consultant, Gale also shares the inspiring stories of so many others who live by this networking model: a military wife who connects with social media communities while her husband is deployed overseas, a young woman blog-ger battling leukemia, a dyslexic politician who wins elections by telling stories, and the CEO of a Major League Baseball team who once made a phone call that changed the course of his life. When you focus on your passions and reorganize your networking around your values and beliefs, you will discover the kind of lasting relationships, personal transformation, and, ultimately, tangible wealth that are the foundation for happiness and success. With a message both timely and important, Your Network Is Your Net Worth is the definitive handbook to Networking 2.0.
Wealth
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Author : Richard P. Rojeck
language : en
Publisher: Springer
Release Date : 2019-08-06
Wealth written by Richard P. Rojeck and has been published by Springer this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-08-06 with Business & Economics categories.
With few exceptions, books on personal finance focus on investing. And with few exceptions, these same books focus on the general public. This book takes a comprehensive approach to the subject, directed to the ultra-high net worth reader, filling this void. While there is no shortage of experts in legal, tax, investment, and other matters, in many ways, ultra-high net worth individuals are underserved, even as they are confronted with potentially increasing challenges to the growth and protection of their wealth. Planning strategies lacking a foundation of client-driven values and purpose, coordination and a mechanism for ongoing review and maintenance result in suboptimal outcomes. As a Certified Financial Planner Professional with over 30 years of experience serving individuals with substantial wealth, Richard Rojeck presents an alternative approach, one based upon a comprehensive planning process. He addresses the eight key planning areas for the ultra-high net worth individual, describing the top strategies within each. He challenges you to assess your current planning and provides guidance on how to select an often-missing member of the advisory team. With a readable and approachable style, this book will help you more effectively grow and protect your assets for yourself, your family, and your charitable causes.
Kids Wealth And Consequences
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Author : Richard A. Morris
language : en
Publisher: John Wiley & Sons
Release Date : 2010-05-13
Kids Wealth And Consequences written by Richard A. Morris 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 2010-05-13 with Business & Economics categories.
Leaving children with a substantial amount of money can be a boon or a burden. High-net-worth parents need to give their children an education to navigate today’s complex world. The question becomes how to raise children with a sense of reality and balance, imparting a strong work ethic, and making them good stewards of their wealth. Kids, Wealth, and Consequences enlightens high-net-worth parents about the unique issues they need to explore. The book addresses the ”hard” financial issues, such as investing and estate planning, as well as the “soft” emotional issues relating to values, family, and communication. Morris and Pearl detail strategies and techniques to help parents raise children who appreciate and know how to manage the wealth they inherit. Richard Morris spent many years working for his family's multimillion dollar business, and learned firsthand the challenges of business ownership and family wealth. Jayne Pearl is an experienced journalist who writes about families, family businesses, and money.
Exceptional Wealth
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Author : Mark Tepper
language : en
Publisher: Greenleaf Book Group
Release Date : 2018-01-02
Exceptional Wealth written by Mark Tepper and has been published by Greenleaf Book Group this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-01-02 with Business & Economics categories.
Are you a high net worth individual? Then the wealth management rules are different for you. Mark Tepper rightly assures us that we should all consider ourselves wealthy if we have the resources to live the lives we want to live without compromise. However, if you fall into one of his higher-net-worth categories, you will find that Exceptional Wealth is speaking directly to you. Tepper, author of the acclaimed Walk Away Wealthy, stresses that if you are someone with a high net worth, you have to realize that managing your wealth is complex. He clearly outlines key steps and sophisticated strategies that experienced professional financial advisors should be implementing for you. Each high net worth individual has unique and different forms of wealth, investments, and objectives. Consequently, individual and special family needs demand specifically tailored financial plans and approaches. Good investment management might have made you wealthy, but Tepper solidly brings home the point that only proper wealth management will keep you wealthy. Those whose wealth exceeds $1,000,000 will likely benefit most from the keys and myths that Tepper outlines, but this book is relevant for anyone looking to take the next step in wealth accumulation and preservation. The bottom line, as Tepper advises, is the following: Prosperous individuals require a higher level of sophistication when it comes to optimizing their financial affairs.
Wealth Of Wisdom
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Author : Tom McCullough
language : en
Publisher: John Wiley & Sons
Release Date : 2018-12-03
Wealth Of Wisdom written by Tom McCullough 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 2018-12-03 with Business & Economics categories.
A critical resource for families managing significant wealth Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this book provides a compendium of knowledge from experts around the globe and across disciplines. Deep insight and thoughtful answers put an end to uncertainty, and help lay to rest the issues you have been wrestling with for years; by divulging central lessons and explaining practical actions you can take today, this book gives you the critical information you need to make more informed decisions about your financial legacy. Vital charts, graphics, questionnaires, worksheets and other tools help you get organised, develop a strategy and take real control of your family's wealth, while case studies show how other families have handled the very dilemmas you may be facing today. Managing significant wealth is a complex affair, and navigating the financial world at that level involves making decisions that can have major ramifications — these are not decisions to make lightly. This book equips you to take positive action, be proactive and make the tough decisions to protect and grow your family's wealth. Ensure your personal and financial success and legacy Access insight and data from leading experts Adopt the most useful tools and strategies for wealth management Learn how other families have successfully navigated common dilemmas When your family's wealth is at stake, knowledge is critical — and uncertainty can be dangerous. Drawn from interactions with hundreds ofwealthy individuals and families, Wealth of Wisdom provides a definitive resource of practical solutions from the world's best financial minds.
A New Way Forward For Wealth Management Net Worth Thinking
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Author : Susan O'Brien
language : en
Publisher:
Release Date : 2019-11-12
A New Way Forward For Wealth Management Net Worth Thinking written by Susan O'Brien and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-11-12 with Business & Economics categories.
Your Financial Situation Is Unique to You, And Your Advisor Needs to Treat It That Way. It's a fallacy that the affluent are well served. They may have their choice of fabulous hotels, luxury spas, coveted seats at sporting events, and tables at five-star restaurants, but when it comes to making long-term decisions about their money, they're not getting the help they need. Most wealthy families do not have a financial plan in place--or if they do have one, it's sitting on a shelf, not getting updated every few months as it should be, and it's often never even executed to begin with. The truth is, no matter who we are and what station we've risen to in life, we can't know it all, especially when it comes to things as complicated as money. In her book, A New Way Forward for Wealth Management, author Susan O'Brien addresses why this is, and what anyone can start doing to prepare for their financial future today.
The Ultra High Net Worth Bankers Handbook
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Author : Heinrich Weber
language : en
Publisher: Harriman House Limited
Release Date : 2009-08-10
The Ultra High Net Worth Bankers Handbook written by Heinrich Weber and has been published by Harriman House Limited this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-08-10 with Business & Economics categories.
Estimates show that there are around 20,000 Ultra High Net Worth individuals in existence today, each with bankable assets in excess of $50 million. Between them they possess a wealth of $5,000 billion, 10% of the world's estimated total wealth. The UHNW wealth management business is therefore a critically important as well as complex part of modern finance. It exists within a "client-banker-bank" triangle and is influenced by serious exogenous factors in political, economic and fiscal environments, as well as by numerous emotional, familial and personal dimensions. In this book the authors address these complex relationships, serving as guides and advisors for UHNW bankers, banks and clients alike. The authors' clients have taught them that the three major frustrations for private banking clients are bad performance, bad communication with the banker, and confusion in the face of poorly explained financial processes. In the first part of the book the authors offer their expert solutions to these problems and, in the second, help to eliminate confusion by explaining UHNW financial processes as clearly and simply as possible. The authors mix authoritative advice, gained from long careers in wealth management, with anecdotes and narrative, to make the book approachable as well as informative. The book also contains five major case studies that help to exemplify certain elements involved in UHNW banking across the world, including the importance and impact of: family values and governance; client confidence and connections; cultural and religious considerations; philanthropy; market crises and volatility; portfolio diversity and enterprise management. This book is for private bankers who work or aim to work in the Ultra High Net Worth field, the most sought-after and secluded high-end client segment of private banking and wealth management. For UHNW clients, this book is a guide on how to deal with your bankers and what you can expect from them, depicting the view from the other side of the table. And for the management of a private bank or private banking division of a financial institution, this book will serve as an essential introduction on how to improve performance. Expert, in-depth and accessible, The Ultra High Net Worth Banker's Handbook is the ultimate guide to this area of modern finance.
Financial Planning For High Net Worth Individuals
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Author : Richard H. Mayer
language : en
Publisher: Beard Books
Release Date : 2003-12
Financial Planning For High Net Worth Individuals written by Richard H. Mayer and has been published by Beard Books this book supported file pdf, txt, epub, kindle and other format this book has been release on 2003-12 with Business & Economics categories.
A comprehensive and authoritative guide to the art and science of wealth management.