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(cid:2) TrimSize:170mmx244mm McCullough331537 ffirs01.tex V1-10/22/2018 7:04pm Pagei Wealth of Wisdom (cid:2) (cid:2) (cid:2) (cid:2) TrimSize:170mmx244mm McCullough331537 ffirs01.tex V1-10/22/2018 7:04pm Pageii (cid:2) (cid:2) (cid:2) (cid:2) TrimSize:170mmx244mm McCullough331537 ffirs01.tex V1-10/22/2018 7:04pm Pageiii Wealth of Wisdom THE TOP 50 QUESTIONS WEALTHY FAMILIES ASK Tom McCullough Keith Whitaker (cid:2) (cid:2) (cid:2) (cid:2) TrimSize:170mmx244mm McCullough331537 ffirs01.tex V1-10/22/2018 7:04pm Pageiv Thiseditionfirstpublished2018 ©2019TomMcCulloughandKeithWhitaker Registeredoffice JohnWiley&SonsLtd,TheAtrium,SouthernGate,Chichester,WestSussex,PO198SQ,UnitedKingdom Fordetailsofourglobaleditorialoffices,forcustomerservicesandforinformationabouthowtoapplyfor permissiontoreusethecopyrightmaterialinthisbookpleaseseeourwebsiteatwww.wiley.com. Allrightsreserved.Nopartofthispublicationmaybereproduced,storedinaretrievalsystem,or transmitted,inanyformorbyanymeans,electronic,mechanical,photocopying,recordingorotherwise, exceptaspermittedbytheUKCopyright,DesignsandPatentsAct1988,withoutthepriorpermissionofthe publisher. Wileypublishesinavarietyofprintandelectronicformatsandbyprint-on-demand.Somematerial includedwithstandardprintversionsofthisbookmaynotbeincludedine-booksorinprint-on-demand. IfthisbookreferstomediasuchasaCDorDVDthatisnotincludedintheversionyoupurchased,youmay downloadthismaterialathttp://booksupport.wiley.com.FormoreinformationaboutWileyproducts,visit www.wiley.com. Designationsusedbycompaniestodistinguishtheirproductsareoftenclaimedastrademarks.Allbrand namesandproductnamesusedinthisbookaretradenames,servicemarks,trademarksorregistered trademarksoftheirrespectiveowners.Thepublisherisnotassociatedwithanyproductorvendor mentionedinthisbook. LimitofLiability/DisclaimerofWarranty:Whilethepublisherandauthorhaveusedtheirbesteffortsin preparingthisbook,theymakenorepresentationsorwarrantieswithrespecttotheaccuracyor completenessofthecontentsofthisbookandspecificallydisclaimanyimpliedwarrantiesof (cid:2) merchantabilityorfitnessforaparticularpurpose.Itissoldontheunderstandingthatthepublisherisnot (cid:2) engagedinrenderingprofessionalservicesandneitherthepublishernortheauthorshallbeliablefor damagesarisingherefrom.Ifprofessionaladviceorotherexpertassistanceisrequired,theservicesofa competentprofessionalshouldbesought. LibraryofCongressCataloging-in-PublicationDataisavailable: ISBN978-1-119-33153-7(hardback) ISBN978-1-119-33154-4(ePDF) ISBN978-1-119-33152-0(ePub) 10 9 8 7 6 5 4 3 2 1 CoverDesign:Wiley CoverImage:©NikitinaOlga/Shutterstock Setin11/13ptNewBaskervilleStdbySPiGlobal,Chennai,India PrintedintheUSandGreatBritainsimultaneously (cid:2) (cid:2) TrimSize:170mmx244mm McCullough331537 ffirs01.tex V1-10/22/2018 7:04pm Pagev TomdedicatesthisbooktoKaren,Kate,Ben,andMiranda. Keithdedicatesthisbooktothemanytrustedadvisorswho, overthepasttwodecades,haveinvitedhimtosharewith themthejourneyofhelpingenterprisingfamilies. (cid:2) (cid:2) (cid:2) (cid:2) TrimSize:170mmx244mm McCullough331537 ffirs01.tex V1-10/22/2018 7:04pm Pagevi (cid:2) (cid:2) (cid:2) (cid:2) TrimSize:170mmx244mm McCullough331537 ftoc.tex V1-10/22/2018 7:04pm Pagevii Contents Foreword xiii DirkJungé Acknowledgments xvii Introduction xix SECTION1 THINKINGTHROUGHWHATMATTERSMOST 1 Chapter1 AreYouWealthy? 3 PatriciaAngus (cid:2) Chapter2 WhatAretheMostImportantFactorsinLivingWell? 9 (cid:2) ScottyMcLennan Chapter3 WhatAretheKeyConsiderationsinCraftingYourLegacy? 15 ThayerWillis Chapter4 WhatDoesPassingonValuestotheNextGenerationReallyLookLike? 23 EllenMileyPerry Chapter5 HowtoThinkThroughUsingResourcesThatExceedMyPersonalNeeds? 31 PaulSchervish Chapter6 DoesFamilyHistoryMatter? 39 HeidiDruckemiller SECTION2 PLANNINGTHOUGHTFULLY 45 Chapter7 IsItWorthHavingaFinancialPlan? 47 ScottHayman vii (cid:2) (cid:2) TrimSize:170mmx244mm McCullough331537 ftoc.tex V1-10/22/2018 7:04pm Pageviii viii Contents Chapter8 WhatIstheRightBalanceBetweenSavingandSpendinginRetirement? 55 MeirStatman Chapter9 HowDoYouStartaFamilyConversationAboutPrenuptial Arrangements? 63 CharlesCollier Chapter10 HowCanYouPreserveaBelovedFamilyVacationHomeorEstate? 67 JamieForbes Chapter11 HowCanYouPrepareforLongevityandMentalIncapacityAmong FamilyMembers? 75 PatriciaAnnino Chapter12 HowDoYouPrepareforaGoodGoodbye? 81 KathyWiseman SECTION3 INVESTINGWISELY 85 Chapter13 HowCanYouMakeSureYourPortfolioLinesUpwithYourActualGoals? 87 (cid:2) (cid:2) AshvinChhabra Chapter14 WhatReturnShouldYouExpectfromYourInvestments? 93 ChristopherBrightman Chapter15 WhatShouldYourAssetAllocationBe? 101 JeanBrunel Chapter16 DoesInvestingHavetoBeComplicated? 107 RobertMaynard Chapter17 HowShouldYouUnderstandandDealwithInvestmentRisk? 115 HowardMarks Chapter18 WhatIstheMostUsefulDefinitionofRiskforFamilyInvestors? 119 JamesGarland Chapter19 IsActiveManagementStillWorthwhile?–I 125 CharlesEllis Chapter20 IsActiveManagementStillWorthwhile?–II 133 RandolphCohen (cid:2)

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400 Pages·2018·2.87 MB·English
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