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The Stewardship of Private Wealth : Managing Personal and Family Financial Assets Book

The Stewardship of Private Wealth : Managing Personal and Family Financial Assets
The Stewardship of Private Wealth : Managing Personal and Family Financial Assets, You want to protect your money and watch as your financial legacy grows for your children, for your grandchildren, and beyond. In the Stewardship of Private Wealth, family financial planning expert Sally S. Kleberg, plus professionals selected from academ, The Stewardship of Private Wealth : Managing Personal and Family Financial Assets has a rating of 3.5 stars
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The Stewardship of Private Wealth : Managing Personal and Family Financial Assets, You want to protect your money and watch as your financial legacy grows for your children, for your grandchildren, and beyond. In the Stewardship of Private Wealth, family financial planning expert Sally S. Kleberg, plus professionals selected from academ, The Stewardship of Private Wealth : Managing Personal and Family Financial Assets
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  • The Stewardship of Private Wealth : Managing Personal and Family Financial Assets
  • Written by author Sally S. Kleber
  • Published by McGraw-Hill Inc.,US, 1997/05/01
  • You want to protect your money and watch as your financial legacy grows for your children, for your grandchildren, and beyond. In the Stewardship of Private Wealth, family financial planning expert Sally S. Kleberg, plus professionals selected from academ
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Ch. 1 Introduction and Background: Private Wealth Stewardship 1
Ch. 2 Wealth is More than Money: The Psychology of Wealth 17
Ch. 3 Maintaining Personal Control: Communicating about Wealth 35
Ch. 4 The Imperatives of Planning: Tax, Legal, Philanthropic, and Financial Considerations 53
Ch. 5 Apportioning Investment Resources: The Fundamentals of Allocating Assets 97
Ch. 6 Foundation Constructs for Management: Private Wealth Governance and Control 109
Ch. 7 Picking People and Choosing Professional Resources: Getting Good Advice 127
Ch. 8 Philanthropy: Allocation of Time, Talent, and Treasure 143
Ch. 9 Money Management: Take Time and Trust Yourself - It's Your Money 165
Ch. 10 Venture Capital: Investing in New Ideas 189
Ch. 11 Real Estate: The American Dream 207
Ch. 12 Oil and Gas: The Oil Patch 227
Ch. 13 Making Investment Choices: Stewardship Alternatives 247
Ch. 14 Security and Insurance: Safeguards, Replacements, and Protections 259
App. A Personal Asset Stewardship Questionnaire 277
App. B Financial Planning Outline 279
App. C Advisor Considerations 283
App. D: Suggested Reading List 291
App. E: Glossary 293
App. F: Contributors and Collaborators 325
Index 329


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The Stewardship of Private Wealth : Managing Personal and Family Financial Assets, You want to protect your money and watch as your financial legacy grows for your children, for your grandchildren, and beyond. In the Stewardship of Private Wealth, family financial planning expert Sally S. Kleberg, plus professionals selected from academ, The Stewardship of Private Wealth : Managing Personal and Family Financial Assets

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The Stewardship of Private Wealth : Managing Personal and Family Financial Assets, You want to protect your money and watch as your financial legacy grows for your children, for your grandchildren, and beyond. In the Stewardship of Private Wealth, family financial planning expert Sally S. Kleberg, plus professionals selected from academ, The Stewardship of Private Wealth : Managing Personal and Family Financial Assets

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The Stewardship of Private Wealth : Managing Personal and Family Financial Assets, You want to protect your money and watch as your financial legacy grows for your children, for your grandchildren, and beyond. In the Stewardship of Private Wealth, family financial planning expert Sally S. Kleberg, plus professionals selected from academ, The Stewardship of Private Wealth : Managing Personal and Family Financial Assets

The Stewardship of Private Wealth : Managing Personal and Family Financial Assets

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