期刊论文详细信息
| Journal of Financial Therapy | |
| Book Review: Legacy | |
| article | |
| Phillips, Jackie | |
| 关键词: family wealth; wealth decision-making; book review; financial therapy; | |
| DOI : 10.4148/1944-9771.1179 | |
| 学科分类：社会科学、人文和艺术（综合） | |
| 来源: New Prairie Press | |
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【 摘 要 】
Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions provides insightful, practical advice for leaving a legacy and making decisions. The book provides real-life examples of how individuals can discover and secure the “whys” needed for themselves when making decisions. It also provides questions and steps that financial advisors can take to get their clients to identify their values and think about how their decisions can support said values in the long-run.
【 授权许可】
CC BY-NC
【 预 览 】
| Files | Size | Format | View |
|---|---|---|---|
| RO202106050003559ZK.pdf | 212KB |  download |
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