More Than Money Book [PDF] Download

Download the fantastic book titled More Than Money written by Michael A. Cole, available in its entirety in both PDF and EPUB formats for online reading. This page includes a concise summary, a preview of the book cover, and detailed information about "More Than Money", which was released on 31 March 2017. We suggest perusing the summary before initiating your download. This book is a top selection for enthusiasts of the Business & Economics genre.

Summary of More Than Money by Michael A. Cole PDF

A new, more comprehensive approach to long-term family wealth management More Than Money provides a high-level, integrated approach to preserving both financial resources and family harmony. Research has shown a failure rate of 70 percent in long-term multigenerational wealth management, and contrary to popular assumption, only five percent of that failure is due to bad investment, poor tax planning, or inadequate performance by legal and financial advisors. The number-one reason family wealth management fails is the family itself; poor communication, lack of trust, divergent visions, and a failure to prepare succeeding generations will tear down the resources the family has worked so hard to build. Traditional wealth management cannot fix this. Instead, this book offers a fresh approach that integrates strategic and tactical wealth management to align the family’s assets with the family members. With helpful tools and advice drawn from a real-world understanding of family complexities, you’ll improve your ability to preserve your family’s resources over multiple generations. With an expert’s perspective on the real forces behind successful family wealth management, this book provides a clear model and a practical roadmap for long-term financial preservation. Develop a shared family vision and mission Improve communication and trust among members Merge strategic and tactical planning Ensure the longevity of your family’s wealth The wealth management sphere tends to focus on taxes, investments, banking, and estate planning, but little thought is given to the people themselves—this overlooks the fact that individual family members are the most critical factor in multigenerational wealth management, and fails to provide solutions. More Than Money merges traditional strategies with family dynamics, communication, governance, and preparation to help your resources last for generations to come.


Detail About More Than Money PDF

  • Author : Michael A. Cole
  • Publisher : John Wiley & Sons
  • Genre : Business & Economics
  • Total Pages : 198 pages
  • ISBN : 1119264804
  • PDF File Size : 37,5 Mb
  • Language : English
  • Rating : 4/5 from 21 reviews

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More Than Money

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  • File Size : 33,9 Mb
  • Release Date : 31 March 2017
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A new, more comprehensive approach to long-term family wealth management More Than Money provides a high-level, integrated approach to preserving both financial resources and family harmony. Research has shown a

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Planning for retirement isn't just about money. Retirement has changed dramatically since our parents' generation. People are living far longer, with far better health than ever before-both mentally and physically.