Wealth of Wisdom
The Top 50 Questions Wealthy Families Ask
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Wealth of Wisdom
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Narrated by:
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Tom Parks
About this listen
A critical resource for families managing significant wealth.
Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this audiobook provides a compendium of knowledge from experts around the globe and across disciplines. Deep insight and thoughtful answers put an end to uncertainty and help lay to rest the issues you have been wrestling with for years; by divulging central lessons and explaining practical actions you can take today, this audiobook gives you the critical information you need to make more informed decisions about your financial legacy. Vital tools help you get organized, develop a strategy, and take real control of your family's wealth, while case studies show how other families have handled the very dilemmas you may be facing today.
Managing significant wealth is a complex affair, and navigating the financial world at that level involves making decisions that can have major ramifications - these are not decisions to make lightly. This audiobook equips you to take positive action, be proactive, and make the tough decisions to protect and grow your family's wealth.
©2019 Tom McCullough and Keith Whitaker (P)2019 Gildan Media, LLCListeners also enjoyed...
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Story4.5 out of 5 stars 12
Complete Family Wealth: Wealth as Well-Being provides proven tools and best practices for families of means to use in maturing, maintaining, and managing personal and legacy wealth long into the future. The book is divided into three parts: the "what" - what is meant by family, wealth, and enterprise; the "who" - the persons crucial to family enterprise flourishing; and the "how" - specific practices families can use to enhance and grow family wealth.
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5 out of 5 stars
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James Hughes rocks it
- By Edward W. Cotney on 03-20-24
By: James E. Hughes Jr., and others
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Family Trusts
- A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators
- By: Hartley Goldstone, James E. Hughes Jr., Keith Whitaker
- Narrated by: Tim Paige
- Length: 7 hrs and 13 mins
- Unabridged
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Overall4.5 out of 5 stars 31
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Performance4 out of 5 stars 27
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Story4 out of 5 stars 26
Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust.
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1 out of 5 stars
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More about the psychology of family trusts
- By Amanda on 08-25-20
By: Hartley Goldstone, and others
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Wealth Management Unwrapped, Revised and Expanded
- Unwrap What You Need to Know and Enjoy the Present
- By: Charlotte B. Beyer
- Narrated by: Marguerite Gavin
- Length: 3 hrs and 16 mins
- Unabridged
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Overall3 out of 5 stars 8
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Performance3.5 out of 5 stars 7
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Story3 out of 5 stars 7
Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc. this audiobook offers all-in-one guidance for anyone ready to take charge of their finances. This revised and expanded version has been updated with new information.
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Living Trusts for Everyone, Second Edition
- Why a Will Is Not the Way to Avoid Probate, Protect Heirs, and Settle Estates
- By: Ronald Farrington Sharp
- Narrated by: Timothy Andrés Pabon
- Length: 4 hrs and 9 mins
- Unabridged
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Overall4.5 out of 5 stars 176
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Performance4.5 out of 5 stars 149
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Story4.5 out of 5 stars 148
Living Trusts for Everyone is the best resource for setting up a living trust. Explaining in specific terms what benefits a trust will have, Ronald Farrington Sharp gives the tools necessary to set up a loved one's trust with no lawyers and no expense. Wills benefit lawyers. Trusts benefit the clients. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their clients' heirs. Ronald Farrington Sharp describes the best way to handle modern estate planning.
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1 out of 5 stars
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Misguided and biased
- By beckkia on 12-24-20
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Estate & Trust Administration for Dummies, 2nd Edition
- By: Kathryn A. Murphy, Margaret A. Munro
- Narrated by: Emily Durante
- Length: 18 hrs and 35 mins
- Unabridged
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Overall3.5 out of 5 stars 16
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Performance3.5 out of 5 stars 10
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Story3.5 out of 5 stars 10
As more and more of the population reach senior ages-including baby boomers, many of whom do not have wills-an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration for Dummies guides you through the confusing process of administering an estate and/or trust.
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4 out of 5 stars
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Usefulness in this format depends on your aims
- By Philo on 01-03-20
By: Kathryn A. Murphy, and others