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Discover practical tools and strategies for helping wealthy families retain and grow wealth

In 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 advice

Perfect 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.

Table of Contents

  1. Cover
  2. Title Page
  3. Copyright
  4. Dedication
  5. Foreword
  6. Acknowledgments
  7. Introduction
  8. Assessing Your Family's True NeedsnotesSet
  9. SECTION 1: THINKING THROUGH WHAT MATTERS MOST
  10. SECTION 2: BECOMING A LEARNING FAMILY
  11. SECTION 3: PLANNING THOUGHTFULLY
  12. SECTION 4: INVESTING WISELY
  13. SECTION 5: SEEKING SOUND ADVICE
  14. SECTION 6: RAISING THE RISING GENERATION
  15. SECTION 7: NAVIGATING FAMILY DYNAMICS
  16. SECTION 8: MAKING SHARED DECISIONS
  17. SECTION 9: GIVING TOGETHER
  18. Conclusion
  19. Bios
  20. Index
  21. End User License Agreement
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