Wealth of Wisdom

There is so much in this book, so many views and so many useful questions, that everyone concerned with such families, or being one of them, should read this.... Note that this is not about technical, legal, tax or investing advice; there is none of that. The questions are about meaning, purpose, relationships and behavior or families, not their finances.
- Dennis Jaffe, Senior Research Fellow, Banyan Global Family Business Advisors

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Summary

By compiling the 50 most common questions wealthy families ask, this book provides a compendium of knowledge from experts around the globe and across disciplines.

The deep insights and thoughtful answers in the book will help you make more informed decisions about your financial legacy. The advice and practical tools will help you get organized, develop a strategy and take real control of your family's wealth. And the many examples, stories and case studies will show you how other families have handled the very dilemmas you may be facing today.

Managing significant family wealth is a complex affair, and successfully navigating the route involves making critical decisions. This book equips you to take positive action, be proactive and make the tough decisions to protect and grow your family's wealth. Learn how other families have successfully navigated common dilemmas. When your family's wealth is at stake, knowledge and sound advice is critical. Drawn from interactions with hundreds of wealthy individuals and their advisors, Wealth of Wisdom provides a definitive resource of practical solutions to the important questions of family and wealth from the best minds in the world.

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About the Editors

Tom McCullough

Tom McCullough is Chairman and CEO of Northwood Family Office, a leading global multifamily office based in Toronto. He has spent over 35 years in the wealth management/family office field, initially in senior executive roles with RBC Wealth Management. Tom co-founded Northwood Family Office in 2003 and it has become one of the leaders in its field.

Keith Whitaker

Keith Whitaker is President of Wise Counsel Research. He has consulted for many years with leaders of enterprising families, helping them plan succession, develop next generation talent, and communicate around estate planning. With a background in education and philanthropy, he enables family leaders to better understand their values and goals as well as to have a positive impact on the world around them.