Wealth: Grow It, Protect It, Spend It, And Share It

by Stuart E. Lucas, Joe Mansueto (Foreword by)

Never has it been more important to read Grow It, Protect It, Spend It, and Share It . More of us have created more wealth today than ever before; managing our retirement assets is increasingly our own responsibility; and America is bracing for the largest intergenerational transfer of wealth in history. Added to this are the recent financial scandals which have left us confused about who to trust for good investment and wealth management advice. And because most advisors are specialists, the critical task of integrating the varied aspects of wealth management falls on our shoulders. Written by Stuart Lucas, an experienced investment professional, Carnation Company heir, and now manager of his family’s fortune, Wealth : • Helps you to ntegrate the financial and family aspects of wealth management into an actionable, coherent whole; • Provides the tools and information you need to take charge of your wealth, so that your advisors and your money are working toward achieving your goals; • Addresses family relationships and values, preparing your children for affluence, the motives of advisors, spending, philanthropy, taxes, estate planning, investment strategies, and more. In short, Wealth is the definitive guide to optimizing your financial future. The lessons of Wealth apply whether you have $100,000 or $100,000,000, whether your goal is to safeguard assets to last your lifetime or to create a financial legacy that will continue for generations.

Genres: Business, Finance

356 pages, Hardcover

First published January 1, 2006

Reviews

[Jorge Reyes · Rating 5 out of 5]

Estoy gratamente sorprendido de esta obra. Sin agotar, por supuesto, el tema patrimonial, aporta información completa, interesante y certera. El anecdotario es claro y entretenido.
El formato y estructura permiten al lector entender hasta los comceptos más complicados de la lectura propuesta, los cuestionarios al final de cada tema es un gran acierto.
Toda aquella persona que administre patrimonios, ya sea personales o ajenos debe leer este libro, ya sea como complemento o como consulta.
No lo recomiendo para los iniciados en estos temas, para ellos recomiendo "El inversor inteligente": https://amzn.to/2ImPJtO
Para aquellos que no han estudiado una carrera en económicas recomiendo mi curso online de Finanzas amigables: https://www.udemy.com/finanzas-amigables

[Alberto · Rating 3 out of 5]

Libro sobre como gestionar adecuadamente el patrimonio familiar. Da pautas prácticas sobre cómo invertir en bolsa y algunas herramientas para que, colateralmente a la inversión financiera, el patrimonio familiar no se reduzca.

[José López Márquez · Rating 5 out of 5]

Una lectura ampliamente recomendable para quienes tengas intención de crear o gestionar su patrimonio. Aunque el libro pone de ejemplo el caso de una familia que tiene ya un patrimonio basto, es una excelente guía para quienes vayamos comenzando a crear patrimonio.

[Juan Carlos Arango M. · Rating 5 out of 5]

Muy agradable el libro de leer y da una muy buena visión de que hacer.

Gracias