Items related to Master Plan -- The Magic of Integrating Your Financial,...
Individuals or families with a net worth exceeding $10 million may seem to outsiders to have everything they could wish for. The reality is more complex. In fact many high net worth families fail to achieve the life and legacy they desire because they do not integrate their financial, legal and life planning. Our integrated Master Plan approach to planning empowers you to achieve many financial and legal tasks more efficiently. You will learn to better understand you investment portfolio and estate plan, prepare your heirs for their inheritance, and plan your philanthropic and charitable activities. Even better, the concepts ad tools described in Master Plan free you to focus more on achieving your life goals, incorporating them into a set of family goals. You will feel more confident making decisions about your wealth and your family because you will have a master plan. This book can help you: Establish an advisory team of professionals and family members that work in harmony to provide your family with integrated financial and legal advice focused on your priorities, while making the best use of your time Develop an integrated financial, legal and life plan that your team will help you maintain and adapt as your situation changes Provide inspiration for your loved ones - and involve your children - by developing and implementing a family vision and goals statement Live your life to the fullest and enjoy using your personal and financial strengths for the benefit of yourself, your family and your world.
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- PublisherCambio Press
- Publication date2006
- ISBN 10 0978551729
- ISBN 13 9780978551728
- BindingPaperback
- Number of pages84
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