Articles liés à Wealth 3.0: The Future of Family Wealth Advising

Wealth 3.0: The Future of Family Wealth Advising - Couverture souple

Grubman PhD, James; Jaffe PhD, Dennis T.; Keffeler MAPP, Kristin

 
9798218229450: Wealth 3.0: The Future of Family Wealth Advising
Couverture souple
ISBN 13 : 9798218229450
Editeur : Family Wealth Consulting, 2023

Synopsis

More than four decades ago, the field of family wealth advising began to emerge as a challenge to the tradition of caring only about the money. We now stand at the threshold to the next major transformation, strengthening the focus on family while shedding the fears and flaws that invaded beliefs about the rich. Written by three renowned experts, Wealth 3.0: The Future of Family Wealth Advising outlines how the field arrived at this point and what will be needed to establish a positive vision of family wealth. Through relatable stories and insightful recommendations, Wealth 3.0 is a modern manifesto. It challenges family wealth advising to become the enduring, scalable, rigorous profession it was always destined to be.

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Éditeur
Family Wealth Consulting
Date d'édition
2023
Langue
anglais
ISBN 13 
9798218229450
Reliure
Tapa blanda
Nombre de pages
210
Coordonnées du fabricant
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