The Wealth Management Edge: Unlocking the Wealth-building Secrets of America's Most Successful Affluent Families

The Wealth Management Edge was written with the specific needs of affluent investors in mind, since they face unique challenges when it comes to managing their wealth. These individuals and families need tools that they can use to systematically address each of their financial concerns, streamline their financial life and consistently make smart decisions about money-day in and day out.In The Wealth Management Edge, you'll find a complete strategy for addressing issues that are important to high-net-worth individuals and families, including how to: Protect your financial assets (from creditors, ex-spouses, identify thieves, etc.) Safeguard your confidential information Protect your property Minimize the risks faced by you and your loved ones Provide for your heirs Create a plan for charitable givingWhen you embrace the principles of The Wealth Management Edge, you'll be able to truly become the CEO of your family's wealth. At the same time, your advisors will become part of a team responsible for helping you direct the future of your family enterprise and achieve your long-term vision.The Wealth Management Edge offers specific solutions (not product recommendations) to the financial dilemmas affluent families face. The detailed tactics described in the book are designed to help you manage your wealth and make informed decisions about your money. Most important, the plan outlined in The Wealth Management Edge can be completed with or without the help of a financial advisor.