Can Your Family Wealth Management Plan Pass the 360° Stress Test?: The Personal Family Office Essential Guide to 360° Family Wealth Management

by Paul Miller and Kevin Ellman Cfp

Family businesses are the backbone of the American economy. It is not surprising, therefore, that many founders of family businesses want the fruits of their labor to survive and continue to grow for generations to come. For families of wealth, the set up and maintenance of a successful Wealth Preservation, Transfer and Succession Plan often involves complex elements and techniques that require advanced planning and proper tool implementation by a...

• Format: Paperback
• Language: English
• ISBN: 057886763X
• ISBN13: 9780578867632
• Release Date: March 2021
• Publisher: Blurb
• Length: 128 Pages
• Weight: 0.53 lbs.
• Dimensions: 0.3" x 6.0" x 9.0"