- Good Idea, Bad Start
- When Opportunity Comes Face to Face with Hard Work and Preparation
- End of an Era
- No Strategic Approach to Wealth Management
- Alarm Bells
- It's Hard to Grow Assets AND Enjoy the Fruits of Success at the Same Time!
- Our Wealth Represented More than Cash
- We Needed to Get a Handle on Our Investment Portfolio
- Introducing Strategic Wealth Management
- We Are Stewards, Not Owners, of Our Wealth
- Taking Control for the First Time
- Philanthropy Has Emerged as a Shared Interest Among Many Family Members
- Closer Family Ties
- The Wealth-Building Legacy of E.A. Stuart
- How My Dad Taught Me the Value of Money
- A Book About Strategic Wealth Management
We Needed to Get a Handle on Our Investment Portfolio
My family and I needed to get a handle on the long-term management of our wealth. Otherwise, we wouldn't have a family fortune anymore—only the memory of it. What could we do to reverse the tide of our financial fortunes? Crafting a solution demanded the use of all the financial and business training I was fortunate to get at the Harvard Business School and in the volatile business of investment management. When I understood the extent of our family's long-term asset erosion problems, I presented the facts of our situation to my family. Talk about breaking a family taboo! Can you imagine convening a meeting of your family members to discuss the family's financial health? I can and did, and by reading this book, you'll be able to do it as well.