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., c2006. - 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.
9788131704325
Investments.
Finance, Personal.
Portfolio management.
332.02401 / LUC [ Shelf 75]
Wealth : grow it, protect it, spend it, and share it / Stuart E. Lucas. - Upper Saddle River, N.J. : Wharton School Pub., c2006. - 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.
9788131704325
Investments.
Finance, Personal.
Portfolio management.
332.02401 / LUC [ Shelf 75]