1. Protecting and Growing Your Wealth

“Solve your problems. Don’t let them lick you.”

—E. A. Stuart

What can an individual like you and families like yours do to protect and grow your wealth, share it with others, enjoy financial security, and build lasting personal and family legacies?

Over the past 30 years, I have learned that effective wealth management has little to do with how much money you have or how you accumulated it. Effective wealth management is much more about how well you manage than it is about how much you manage. The hard lessons that I’ve learned as a financial industry insider and from managing substantial wealth for my family and other wealthy families are the focus of this book. These lessons are applicable to anyone willing ...

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