Notes on Wealth Management
Falkena, H.B.

Summary

Every level of wealth creates its own specific problems. This essay views some of the wealth problems of millionaires (in U.S. dollars). Although some 20% of millionaires simply inherited their wealth, an ever-increasing percentage is self-made. This essay concentrates on the wealth management issues of entrepreneurs and executive management.

Specifications

  • Publisher: Roy Bamber, The Financial Sector Forum
  • Publication Date: 2007
  • Publication Place: Hatfield, South Africa
  • Shelfmark: GM09.8.18

Category

Grantmaking