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Wealth : grow it, protect it, spend it, and share it / Stuart E. Lucas

By: Material type: TextTextPublication details: Upper Saddle River, N.J. : Wharton School Pub., c2008Description: xxxiii, 356 p. : ill. ; 24 cmISBN:
  • 9780132350112 (pbk.)
  • 0132350114 (pbk.)
  • 0132366797
Subject(s): Online resources:
Contents:
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
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Holdings
Item type Current library Call number Copy number Status Date due Barcode
Open Shelf Open Shelf UMPLIB GAMBANG HG4521 .L82 2008 (Browse shelf(Opens below)) 1 Available 0000040378

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

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