03483nam a2200397 a 4500 ebr10617920 CaPaEBR m u cr cn||||||||| 120516s2013 nju s 001 0 eng d 2012020170 9781118321867 (hardback) 9781118420157 (e-book) CaPaEBR CaPaEBR (OCoLC)818733985 n-us--- HG4910 .C87 2013eb 332.024/01 23 Curtis, Gregory, 1947- Creative capital The stewardship of wealth [electronic resource] : successful private wealth management for investors and their advisors / Gregory Curtis. Hoboken, N.J. : Wiley, 2013. xxxiii, 423 p. Wiley finance series "This book is an updated and expanded edition of Creative Capital: Managing Private Wealth in a Complex World, by Gregory Curtis, copyright � 2004 by Gregory Curtis, New York: iUniverse, Inc."--Title page verso. Includes index. pt. 1. The importance of private capital -- pt. 2. The stewardship of wealth -- pt. 3. The rich get richer. "Indispensable advice for building a lasting financial legacyBuilding wealth is hard to do, but maintaining that wealth across generations is even more challenging. In The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors + Website, wealth advice expert Gregory Curtis reveals the investment secrets of the world's wealthiest families, so that financial planners, fund managers, and wealthy individuals everywhere can follow in their footsteps. Outlining the best practices for preserving and growing wealth, the book details exactly how to build a lasting financial legacy in the face of taxes, inflation, investment costs, and the conflicts of interest that are endemic to the financial advisory business.Wealthy families are at the very heart of America's exceptionalism, of the vigor, resilience, and creativity that have made the U.S. the most successful nation in history. The Stewardship of Wealth's discusses the crucial role private wealth continues to play in America's remarkable economic and cultural success and the issues wealthy families and their advisors face, presenting a step-by-step guide to better managing liquid wealth. Reveals the wealth management strategies employed by America's wealthiest families and their financial managers Explores the challenges to ensuring that money stays in the family, from portfolio design to manager selection to monitoring investment performance, and much more Details the essential steps for ensuring a lasting financial legacy An examination of the key issues involved in managing private wealth, especially for affluent families, The Stewardship of Wealth + Website is the ultimate guide to building a financial legacy that will last"-- Provided by publisher. Electronic reproduction. Palo Alto, Calif. : ebrary, 2011. Available via World Wide Web. Access may be limited to ebrary affiliated libraries. Investments United States. Wealth United States. Finance United States. Electronic books. local ebrary, Inc. http://site.ebrary.com/lib/rucke/Doc?id=10617920 An electronic book accessible through the World Wide Web; click to view 54868 54868