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WEALTH AND FAMILY: Towards better decision making and the role of the Family Office
There is a pressing need for enhanced financial education that empowers individuals to avoid common mistakes when making decisions about personal wealth. Wealth and Family aims to tilt the odds in your favor by providing practical strategies for long-term financial sustainability.
Written in clear, accessible language and an engaging style, this book explores essential topics in wealth management from a broad perspective—one that goes far beyond investment decisions alone.
It offers practical guidance on selecting the right advisors, identifying the pitfalls investors often face, and integrating financial strategies with the human and family dimensions of wealth. Additionally, it demystifies the concept of a Family Office—explaining what it is and how it operates.
Wealth and Family is indispensable for anyone involved in wealth decision-making. It is particularly valuable for those seeking a hands-on understanding of Family Office operations, including investors, business families, bankers, lawyers, tax specialists, advisors, entrepreneurs, and managers.
Written in clear, accessible language and an engaging style, this book explores essential topics in wealth management from a broad perspective—one that goes far beyond investment decisions alone.
It offers practical guidance on selecting the right advisors, identifying the pitfalls investors often face, and integrating financial strategies with the human and family dimensions of wealth. Additionally, it demystifies the concept of a Family Office—explaining what it is and how it operates.
Wealth and Family is indispensable for anyone involved in wealth decision-making. It is particularly valuable for those seeking a hands-on understanding of Family Office operations, including investors, business families, bankers, lawyers, tax specialists, advisors, entrepreneurs, and managers.
323 pages, Kindle Edition
Published April 27, 2025
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August 1, 2025
The book provides practical guidance on managing wealth beyond just investing: choosing advisors, avoiding common pitfalls, integrating family values with financial strategy. It also offers a clear explanation of what a family office is anf how it operates and supports long term wealth.
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