Wisdom for the Wealthy: Solving the High Net Worth Planning Puzzle


People of wealth and affluence have exercised wisdom in building up their assets and some financial security. Now the challenge to protect the wealth from taxes and creditors while maximizing after-tax assets available to fund lifestyle needs, transfers to family, and/or gifts to favorite charities.

Wisdom for the Wealthy provides ideas, strategies and planning tips for putting all the pieces of the high-net-worth puzzle together and making your visions and financial goals a reality. Practical and cutting-edge designs are set forth in easy-to-understand terms and strategies. Wisdom is the name of the game. Buy this book and solve the puzzle!