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Eight Principles of Strategic Wealth Management
August 09, 2006 | Knowledge@Wharton | by Stuart E. Lucas.
1. Take charge and do it early.
2. Align family and business interests around wealth-building goals and strategies.
3. Create a culture of accountability.
4. Capitalize on your family's combined resources.
5. Delegate, empower, and respect independence.
6. Diversify but focus.
7. Err on the side of simplicity where possible.
8. Develop future family leaders with strong wealth management skills.
wealth_management  rules_of_the_game  Wharton  personal_finance  wealth_creation  accountability  strategic_thinking  leadership_development  simplicity  JCK  business_interests  family_interests  diversification  focus  Michael_McDerment  aligned_interests 
august 2012 by jerryking
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