The Stewardship of Wealth, + Website: Successful Private Wealth Management for Investors and Their Advisors - Hardcover

by Gregory Curtis (Author)

Indispensable advice for building a lasting financial legacy

Building wealth is hard to do, but maintaining that wealth across generations is even more challenging. In The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors + Website, wealth advice expert Gregory Curtis reveals the investment secrets of the world's wealthiest families, so that financial planners, fund managers, and wealthy individuals everywhere can follow in their footsteps. Outlining the best practices for preserving and growing wealth, the book details exactly how to build a lasting financial legacy in the face of taxes, inflation, investment costs, and the conflicts of interest that are endemic to the financial advisory business.

Wealthy families are at the very heart of America's exceptionalism, of the vigor, resilience, and creativity that have made the U.S. the most successful nation in history. The Stewardship of Wealth's discusses the crucial role private wealth continues to play in America's remarkable economic and cultural success and the issues wealthy families and their advisors face, presenting a step-by-step guide to better managing liquid wealth.

• Reveals the wealth management strategies employed by America's wealthiest families and their financial managers
• Explores the challenges to ensuring that money stays in the family, from portfolio design to manager selection to monitoring investment performance, and much more
• Details the essential steps for ensuring a lasting financial legacy

An examination of the key issues involved in managing private wealth, especially for affluent families, The Stewardship of Wealth + Website is the ultimate guide to building a financial legacy that will last.

Front Jacket

"The building of wealth, the management of wealth, and the deployment of wealth are activities that lie at the very heart of what has made America great."
--GREGORY CURTIS

Managing capital successfully is naturally important to wealthy families. The true role of wealth, however, goes far beyond personal advantage. Private wealth, explains wealth advice expert Gregory Curtis in The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors, is essential to the vigor, resilience, and creativity that have made the United States the most successful nation in history. In this detailed, insightful book, Curtis reveals how--and why--financial planners, fund managers, and high-capital individuals everywhere can successfully ensure their wealth for current and future generations.

The Stewardship of Wealth begins by exploring the crucial role private wealth plays in America's remarkable economic and cultural success. It then examines the most critical issues faced by wealthy families, such as understanding investment risk, ethical behavior and conflicts of interest, finding the right financial advisor, and the challenge of making sound family investment decisions.

Finally, Gregory Curtis offers you a step-by-step guide to the successful management of liquid wealth, focusing on best investment practices from portfolio design to manager selection to monitoring investment performance.

The successful stewardship of wealth, Curtis argues, goes beyond dollars-and-cents to include our relationships with our children and marriages, work ethic, and social values. By making wise personal choices, we can achieve happiness with--rather than despite--our wealth.

Wealthy families have already made an important contribution to America's remarkable economic success. With this powerful "owner's manual" to private capital, families can build a lasting legacy that will contribute to America's strength for generations to come.

Author Biography

GREGORY CURTIS is the Chairman and founder of Greycourt & Co., Inc., a wealth advisory firm serving substantial families and select endowments on a global basis. Prior to founding Greycourt, Curtis served for many years as president of a family office for the Mellon family and as president of the Laurel Foundation. He currently serves on the investment committees for Carnegie Mellon University, The Pittsburgh Foundation, St. John's College, United Educators Insurance, and Winchester Thurston School, among others. Curtis is also a founder or cofounder of three investment firms, Greycourt & Co., Inc., The Investment Fund for Foundations, and Moneybags LLC.