Family Capital Hardcover - 2016

From the jacket flap

You've worked hard and done well, but the work isn't over. It's important to protect your wealth and make the right decisions to ensure your family capital remains strong enough to benefit future generations. Family Capital shows you how to manage capital and stay on top of the wealth management business the best way possible--through firsthand experience observing the meetings, decisions, and results of a family trying to sustain and grow wealth across generations.

Author and preeminent authority on advising the very wealthy Gregory Curtis culls the private conversations and family dynamics from more than four decades of his practice, illustrating successful family wealth management through the rise and potential collapse of the fictitious Titan family fortune. Along the way, you see how to find an adviser you can trust and evaluate his or her performance, as well as what it means to take a leading role in managing your family's wealth, and how to work with the right adviser. You will keep this innovative treatment of a typically dry subject at your fingertips for its:

• Insightful attention to how the human side of wealth management affects tactical investment decisions
• Word-for-word conversations portraying how life-changing decisions and missteps are made in the real world
• Top-tier expertise in estate planning and portfolio design and guidance for understanding what makes sense for your family or client

Family Capital features a completely new level of hands-on support with chapter-by-chapter extras that let you fully engage with covered material, as well as critical forms you can customize and use in real-world practice. The Titan family story unfolds cover to cover, but chapters are conveniently edited so you can easily reference complete topics.

Wealthy families face enormous obstacles to sustaining their wealth, and Family Capital prepares you for the conversations to overcome the most common ones.