Read Managing Your Wealth: A Must-Read for Affluent Families by Christopher F. Poch Online
[Christopher F. Poch] Õ Managing Your Wealth: A Must-Read for Affluent Families ☆ Download Online eBook or Kindle ePUB. Managing Your Wealth: A Must-Read for Affluent Families "Excellent guide in understanding about managing your wealth" according to Rachel P. Frankle. I found this book to be a great guide in learning tools that are important in how to plan to manage your family's wealth. The book is written in terms that clients or people who are not in the wealth management industry can easily understand. The author gives sound advice in how to select the right wealth advisors to help you plan and meet your financial needs. Information also cover. Chris offers up a
| Title | : | Managing Your Wealth: A Must-Read for Affluent Families |
| Author | : | |
| Rating | : | 4.33 (527 Votes) |
| Asin | : | 1537118013 |
| Format Type | : | paperback |
| Number of Pages | : | 110 Pages |
| Publish Date | : | 2013-04-20 |
| Language | : | English |
Poch is one of Wall Street’s leading authorities on managing wealth for ultra high net worth families, has run international private banking units, advised billionaires and heads of state, has been the chief executive of a trust company, founded the industry-leading UHNW platform, created the industry’s most challenging advisor accreditation test, has hosted numerous radio and television shows, and has been quoted widely in the Wall Street Journal and Worth Magazine. Career affiliations: • Founder and Global Head, Private Wealth Management, Smith Barney • Chief Executive Officer, Vice-Chairman of the Board, The Private Trust Company • Managing Director, Bessemer Trust Awards and recognitions: • Thomas Gorman Award for Lifetime achievement, APIC • Sovereign Military Hospitaller Order of Malta, Board of Council
It will provide you with the essential tools to develop your strategic plan. This book is for the family with enough assets and responsibilities to warrant attention. Most of the advice applies to everyone, but all of it requires some effort on behalf of the reader. In an hour you can become smarter than 99% of people about how to oversee your wealth.This book is a primer offering an outline which will you guide you through all of the issues to consider. The intent is not to provide all of the answers to all the questions. The goal is simple: Give you enough to know what to look for and how to find the right team of advisors to help you do it. The brevity of this book is its strength.For those who have over $5MM in investable assets, this is a "must-read."
"Excellent guide in understanding about managing your wealth" according to Rachel P. Frankle. I found this book to be a great guide in learning tools that are important in how to plan to manage your family's wealth. The book is written in terms that clients or people who are not in the wealth management industry can easily understand. The author gives sound advice in how to select the right wealth advisors to help you plan and meet your financial needs. Information also cover. Chris offers up a great "how-to" guide in an easy-to-digest format regarding how to Chris offers up a great "how-to" guide in an easy-to-digest format regarding how to begin the journey of wealth management. Covering such topics as what to look for in/expect from a financial advisor, tips on how to discuss sensitive financial topics with children and family, some of the basics in getting your estate in order and what to do as an executor to someone else's estate.he . This book is a gift Marcia Chellis Kay Chris Poch is not only a successful wealth manager; he is a man of compassion. He has generously given his time to write this book to guide families of means. He writes eloquently. His mission is to be of service to those who will benefit from his experience. His book is a gift.Marcia Chellis Kay
. Poch lives in Bethesda, MD, with his wife and three daughters. Poch is one of Wall Street’s leading authorities on managing wealth for ultra high net worth families, has run international private banking units, advised billionaires and heads of state, has been the chief executive of a trust company, founded the industry-leading UHNW platform, created the industry’s most challenging advisor accreditation test, ha
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