Wealth : grow it, protect it, spend it, and share it /
Lucas, Stuart E.
Wealth : grow it, protect it, spend it, and share it / Stuart E. Lucas - Upper Saddle River, N.J. : Wharton School Pub., c2008 - xxxiii, 356 p. : ill. ; 24 cm.
Includes bibliographical references and index
Protecting and growing your wealth -- Eight principles of strategic wealth management -- Everything begins with values -- Defining your financial objectives -- The enchanted forest, the secret society, and the capital kibbutz -- Picking your investment strategy -- Making your most important hire -- Taxes can be your ally! -- Promoting entrepreneurial stewardship -- Making philanthropy part of your strategic wealth program -- Putting it all together : multigenerational planning and wealth transfer
9780132350112 (pbk.) 0132350114 (pbk.) 0132366797
Investments
Finance, Personal
Portfolio management
Wealth : grow it, protect it, spend it, and share it / Stuart E. Lucas - Upper Saddle River, N.J. : Wharton School Pub., c2008 - xxxiii, 356 p. : ill. ; 24 cm.
Includes bibliographical references and index
Protecting and growing your wealth -- Eight principles of strategic wealth management -- Everything begins with values -- Defining your financial objectives -- The enchanted forest, the secret society, and the capital kibbutz -- Picking your investment strategy -- Making your most important hire -- Taxes can be your ally! -- Promoting entrepreneurial stewardship -- Making philanthropy part of your strategic wealth program -- Putting it all together : multigenerational planning and wealth transfer
9780132350112 (pbk.) 0132350114 (pbk.) 0132366797
Investments
Finance, Personal
Portfolio management