True Wealth : An Expert Guide for High-Net-Worth Individuals (And Their Advisors)

Congratulations. You’re rich.

So what’s next?

It’s an important question, a question few wealthy people ever ask themselves. And that’s too bad. Because contrary to popular belief, wealth won’t solve all your problems. In fact, if you’re wealthy, some of the most difficult, most complex challenges of your life may well be ahead of you.

Enter True Wealth, a financial handbook written exclusively for wealthy people. Inside, you’ll find comprehensive discussions of some of the financial and life challenges unique to high-net-worth individuals, along with strategies for overcoming those challenges. Throughout the book are numerous graphs, charts, and diagrams that make complicated issues easy to understand. Case studies and other examples demonstrate how specific strategies work in the real world, while a crisp, conversational style ensures you get the point without getting bogged down in jargon.

If you’re looking to learn how to become wealthy, True Wealth probably isn’t the book for you. But if you’re already wealthy, this book deserves a space on your shelf. Whether you’re a millionaire once or many times over, True Wealth will show you how to protect the wealth – and the life – you’ve worked so hard to build.

Foreward by Bill Sterling – Bestselling author of Boomernomics

Thane is currently First Vice-President with CIBC Wood Gundy in the Vancouver area. Thane formerly worked as a Director with the International Private Wealth Services Group of Merrill Lynch. An honours graduate in Investment Analysis and Portfolio Management, Thane and his team offer elite-level portfolio construction as well as tax minimization and estate planning strategies for a select group of high-net-worth clients.

Thane also provides investment advice and financial consulting services for a number of charitable foundations. Within his firm, Thane works closely with a group of highly-skilled financial professionals, a group that provides tailor-made financial strategies to some of the wealthiest people in Canada. Thane is one of only 23 Canadian professionals to have received the client-driven Dalbar Seal in the year 2000, and has been awarded “Ace Advisor” status by U.S.-based Ticker magazine.

In December of 2000, Business in Vancouver magazine formally recognized Thane for his expertise in dealing with high-net-worth individuals by naming him “Advisor to the Wealthy.” The same publication has also awarded him the prestigious “Top 40 Under 40” award.