Wealth : grow it, protect it, spend it, and share it - Lucas, Stuart E. (Upper Saddle River, N.J. : Wharton School Pub., 2006)
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.
Includes bibliographical references and index.
Keywords: Investments; Finance, Personal; Portfolio management