The memoir explores the poignant journey of a newly widowed editor as he revisits a city filled with memories shared with his late spouse. In his quest for solace and courage, he reflects on their life together, navigating grief while seeking a path to healing and renewal. The narrative captures the deep emotional landscape of love and loss, highlighting the enduring connection to a partner even in their absence.
This book, designed to be a guide for practitioners who wish to advise ultra-wealthy families, focuses on the difference between the ultra-wealthy and the ‘merely’ wealthy. With this in mind, the chapters devote little time to issues on which most financial advisors spend most of their time—retirement planning, IRA accounts, home mortgages, planning for college tuition, or financial planning in general. Practitioners working with the ultra-wealthy will instead need to grapple with complex tax issues, matters associated with the ever-changing world of trusts, the special world of the family office, money managers that are not available to anyone who is not an accredited investor or who enforce very high minimum account sizes, the family dynamics and human capital issues that destroy both families and wealth, and so on, all of which will be covered on a global scale in this book.
Working with Wealthy Families to Manage Their Money Across Generations
This engaging guide offers practical lessons on family wealth management through the lens of an archetypal wealthy family across generations. Readers will eavesdrop on meetings between the family and their wealth advisor, gaining insight into the challenges faced by family investors. Expert advisor Gregory Curtis shares strategies and advice, explaining their effectiveness and how to implement them. You'll discover how to find a trustworthy advisor, evaluate their performance, and take charge of your wealth management with the right support. Key topics include estate planning and portfolio design, ensuring you understand what works best for your family. A companion website provides essential forms and resources to help you execute your plan. As you protect your hard-earned wealth, it's crucial to make informed decisions that will benefit future generations. This guide serves as a lifelong resource for effective wealth management, addressing your most pressing questions. Learn to find your ideal wealth advisor, design and build your investment portfolio, monitor your investments and advisor's performance, and utilize trusts and estate planning tools effectively. By blending real-world experiences with expert commentary, this book empowers you to tailor your financial strategies to your unique situation.