Roots of Prosperity

Building Legacies Beyond Wealth

von Gary Teelucksingh

254 Seiten, Taschenbuch

Kurzbeschreibung des Verlags

- Weaves industry insights, research, and statistics with personal anecdotes to illustrate real-world challenges and solutions in intergenerational wealth transfer. - Explores the psychological biases that can influence financial decisions, such as loss aversion and the endowment effect, with sensitivity for the way cultural backgrounds can impact attitudes toward wealth, family duty, and legacy. - Provides practical, actionable, step-by-step strategies for advisors and families, from organizing finances to facilitating difficult conversations. - A go-to guide for immigrant and non-immigrant families alike, seeking to create an inheritance plan; for financial advisors, wealth managers, and estate planners; and for financial educators and students. - Gary Teelucksingh is a seasoned financial services expert, author, and consultant with over two decades of experience. Roots of Prosperity weaves his professional and his personal, immigrant experiences, filling a critical gap in the market by addressing not just the financial, but also the human side of wealth transfer.

• Themen: Ratgeber Familie und Gesundheit Themen und Fragen Generationenbeziehungen, Themen und Probleme
• ISBN: 9781770868144
• Sprache: Englisch
• Erscheinungsdatum: 25.10.2025
• Größe: 229 x 152 mm
• Verlag: Cormorant Books