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The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors
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The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors

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by Gregory Curtis
 

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Indispensable advice for building a lasting financial legacy

Building wealth is hard to do, but maintaining that wealth across generations is even more challenging. In The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors + Website, wealth advice expert Gregory Curtis reveals the investment secrets of the

Overview

Indispensable advice for building a lasting financial legacy

Building wealth is hard to do, but maintaining that wealth across generations is even more challenging. In The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors + Website, wealth advice expert Gregory Curtis reveals the investment secrets of the world's wealthiest families, so that financial planners, fund managers, and wealthy individuals everywhere can follow in their footsteps. Outlining the best practices for preserving and growing wealth, the book details exactly how to build a lasting financial legacy in the face of taxes, inflation, investment costs, and the conflicts of interest that are endemic to the financial advisory business.

Wealthy families are at the very heart of America's exceptionalism, of the vigor, resilience, and creativity that have made the U.S. the most successful nation in history. The Stewardship of Wealth's discusses the crucial role private wealth continues to play in America's remarkable economic and cultural success and the issues wealthy families and their advisors face, presenting a step-by-step guide to better managing liquid wealth.

  • Reveals the wealth management strategies employed by America's wealthiest families and their financial managers
  • Explores the challenges to ensuring that money stays in the family, from portfolio design to manager selection to monitoring investment performance, and much more
  • Details the essential steps for ensuring a lasting financial legacy

An examination of the key issues involved in managing private wealth, especially for affluent families, The Stewardship of Wealth + Website is the ultimate guide to building a financial legacy that will last.

Product Details

ISBN-13:
9781118421635
Publisher:
Wiley
Publication date:
10/19/2012
Series:
Wiley Finance
Sold by:
Barnes & Noble
Format:
NOOK Book
Pages:
464
File size:
2 MB

Meet the Author

GREGORY CURTIS is the Chairman and founder of Greycourt&Co., Inc., a wealth advisory firm serving substantial families and select endowments on a global basis. Prior to founding Greycourt, Curtis served for many years as president of a family office for the Mellon family and as president of the Laurel Foundation. He currently serves on the investment committees for Carnegie Mellon University, The Pittsburgh Foundation, St. John's College, United Educators Insurance, and Winchester Thurston School, among others. Curtis is also a founder or cofounder of three investment firms, Greycourt&Co., Inc., The Investment Fund for Foundations, and Moneybags LLC.

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The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors + Website 4 out of 5 based on 0 ratings. 3 reviews.
Anonymous More than 1 year ago
Underlying the solid advice about successful investment practice, Curtis articulates a sophisticated and subtle social theory about the responsibilities attendant on those who are blessed with wealth. This brilliantly written and captivating book offers exceptionally perceptive insights about the psychology of wealth, including its many pitfalls for individuals or families who have not yet grasped the essential concept of stewardship and all that it entails.
Anonymous More than 1 year ago
This book is ridiculous: bromides about investments for the wealthy couched in pretentious observations and silly references  that seem to be taken from Bartlett's Book of Familiar Quotations.  The author appears to be a vassal to the very rich who worships his masters with zero objectivity or perspective. If the head butler of the Masterpiece Theater series Downton Abbey wrote a ma nual of servility, it could not  be more obsequious or fawning. A kinder, more competent editor would have cut the book's length by half or more and published it for what it is: one more "how-to" manual written by some guy desperate for recognition.  Save your $50 or donate it to a reputable charity, a far better investment.
DiggerLS More than 1 year ago
I am about half way through "The Stewardship of Wealth" and I can’t put it down. I admire your having the strength of your convictions and the moral courage to “tell it like it is”. The pervasive underlying theme is that of the need for morality --- and it is not only needed in the business and financial arena but throughout our society. How far we have drifted from the moral premise upon which our Founding Fathers based our Constitution! I expect to read your book several times in order to fully absorb the finely articulated content. I am particularly impressed with the vast array of superb authors upon whom you’ve drawn. The footnoted bibliographies are extensive and something into which I will vigorously delve. I am going to buy a copy of “The Stewardship of Wealth” for each of our sons' guidance and reading enjoyment. I am confident both will enjoy it immensely.