财富/Wealth

出版时间：2006-12  出版社：7-09999  作者：Lucas, Stuart  页数：356  

内容概要

Newsweek, March 20, 2006 issue - Wealth: Grow It, Protect It, Spend It, and Share It by Stuart E. Lucas Congratulations! You've just come into some cash. But what to do next? With $1 trillion per year expected to pass from one generation of Americans to another over the next decade, it's a question more people than ever are facing. Writing from the perspective of one who has managed wealth for clients, as well as received it（he's an heir of Carnation Foods' founder）, Lucas shows step by step how to set investment goals that match your needs and values, pick the right advisers, manage taxes and avoid the pitfalls that shrink fortunes and fracture relationships.

书籍目录

ForewordAcknowledgmentsAbout the AuthorIntroduction1 PROTECTING AND GROWING YOUR WEALTH2 EIGHT PRINCIPLES OF STRATEGIC WEALTH MANAGEMENT 3 EVERYTHING BEGINS WITH VALUES4 DEFINING YOUR FINANCIAL OBJECTIVES5 THE EN CHANTED FOREST,THE SECRET SOCIETY,AND THE CAPITAL KIBBUTZ6 PICKING YOUR INVESTMENT STRATEGY7 MAKING YOUR MOST IMPORTANT HIRE 8 TAXES CAN BE YOUR ALLY!9 PROMOTING ENTREPRENEURIAL STEWARDSHIP10 MAKING PHILANTHROPY PAPT OF YOUR STRATEGIC WEALTH PROGRAM11 PUTTING IT ALL TOGETHER:MULTIGENERATIONAL PLANNING AND WEALTH TRANSFER AfterwordAppendixIndex