Wealth: Grow It, Protect It, Spend It, and Share It

Afterword

I wrote this book to help you and your family achieve your wealth management goals—whether for a single lifetime or for multiple generations. The Strategic Wealth Management Framework and the Eight Principles of Strategic Wealth Management that I’ve discussed throughout this book are the core tools that your family’s Wealth Strategist can use to manage the intricacies of investments, taxes, philanthropy, entrepreneurial stewardship, estate planning, and, most importantly, values. If you integrate these tools effectively, you will secure your own financial future, and you will provide invaluable support to those individuals and institutions you care about the most.

That said, each reader of this book comes from a different history and ...