An interactive assessment tool and companion manual for wealthy families and their financial advisors that analyze the behaviors and knowledge that impact a family & rsquo;s overall wealth, while also providing best practices needed for improvement The Family Wealth Sustainability Toolkit gives wealthy individuals, family offices, and the financial planners, advisors and wealth managers who counsel them, the tools they need to better assess their wealth sustainability skills.
| Access no. | Call number | Location | Status |
|---|---|---|---|
| 01866/16 | 332.024016 Bro F | Library - 7th Floor | Available |