Managing Your Wealth: A Must-Read for Affluent Families

This book is for the family with enough assets and responsibilities to warrant attention. Most of the advice applies to everyone, but all of it requires some effort on behalf of the reader. In an hour you can become smarter than 99% of people about how to oversee your wealth. This book is a primer offering an outline which will you guide you through all of the issues to consider. It will provide you with the essential tools to develop your strategic plan. The intent is not to provide all of the answers to all the questions. The goal is simple: Give you enough to know what to look for and how to find the right team of advisors to help you do it. The brevity of this book is its strength. For those who have over $5MM in investable assets, this is a "must-read."