The first book to integrate all of the essential components of wealth management into a coherent whole.

• Discusses family relationships, values and culture, the motives of advisors, spending, philanthropy, taxes, estate planning, and more.
• Provides insights, knowledge, and strategies that will help you whether you have $10,000 or $10,000,000.
• Written by a 25-year investment veteran and heir of the founder of the Carnation Company.