Synopsis
An inside look at the values, lifestyles,and financial affairs of the wealthy Despite what F. Scott Fitzgerald said in The Rich Boy, the rich are not "different from you and me." At least, not that different. U.S. Trust's recently retired Chairman and CEO Jeff Maurer proves this point in this revealing book. U.S. Trust has been serving the affluent since 1853 and numbers among its clients many of the nation's wealthiest families. Drawing on the company's heritage and his more than thirty years of personal experience advising the affluent, Maurer shows readers who the wealthy really are in a way that no one else has done before. Readers will be taken behind the elegant and impenetrable facade of affluent America to learn about the backgrounds, concerns, belief systems, and savings and investment behavior of this elite group. Based on ten years of surveying the top one percent wealthiest Americans, the book provides a comprehensive and surprising portrait of the affluent today. Maurer then goes on to provide something that sophisticated wealth managers have never offered to the public the confidential advice they provide to their clients. Maurer details how these people stay wealthy by maintaining a balanced financial philosophy in good times and bad and examines the importance of sound investment management, financial planning, tax strategies, estate planning, and trusts in the world of the wealthy. Rich in America offers readers an illuminating picture of what it means to be wealthy and provides advice on how to get there and how to stay there. Jeffrey Maurer (New York, NY) capped a thirty-three-year career at U.S. Trust by becoming chief executive officer of the firm in 2001, after serving as president and chief operating officer from 1994 to 2000.
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