Table of Contents
Foreword by
James E. Hughes Jr. viii Acknowledgments xi
Introduction 1
SECTION I: Financial Choices
1 Calculating Your Family’s Future 16
2 To Trust and How to Trust 38
3 Portfolio Management 59
SECTION II: Intellectual Choices
4 Financial Literacy 86
5 Skills and Experience 107
6 Goals and Purpose 130
SECTION III: Spiritual/Emotional Choices
7 Success and Happiness 146
8 Communication 160
9 Navigating the High–Net worth Environment 176
SECTION IV: Integrating Your Choices
10 The Family Glue 198
11 Pulling It Together 214
Appendixes 235
Index 263