The Stewardship of Private Wealth

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 academic, professional, and practitioner circles, describes important tax and legal considerations you need to understand. She also shows you how to set up a family office to take management control of your assets, explains tenets for effective and satisfying philanthropy, and introduces The 19 Wealth Stewardship Precepts that will ensure your ability to safeguard your family's estate.