This book is designed to be helpful to anyone who wants to formalize their direct investments, improve their deal flow, or have a virtual or single family office which typically starts at $15M-$30M on net worth, but if you are a centimillionaire ($100M+), this is the only book every written really focused squarely on your needs. All of my clients are 1st or 2nd generation families, most are entrepreneurial, and all have some desire to improve their direct investments into operating businesses and real estate assets. After meeting over 2,000 family offices in person, speaking at 250+ events and signing agreements with over 30 families worth $100M+ over the last 12 years I have seen that those newly liquid or ultra-wealthy make almost all of the same mistakes. I have also seen that there are gaps in almost every single family office that are fundamental, costly, and easily avoided through models, processes, systems, tools, and guidance.

Strategy for the Wealthy Family provides a clear framework for highly informed strategic management of the family, the family business, the family's financial assets, the family's trust and tax management activities, philanthropic activities, risk factors and the family's surround ecosystem of institutions, advisors, friends and influencers. It also provides an approach to ensure the important individuality of all family members is fully reflected in every aspect of strategy for the greater family. Defining true family wealth as far more than pure financial capital, Strategy for the Wealthy Family sets out insights and information to help you grow, protect, transfer and share all aspects of your own family wealth successfully across future generations. Ultimately, this is a book for those who wish to understand and manage their own family wealth to join the club of the world's best-managed wealthy families — and stay there.

Eight simple strategies for getting your retirement portfolio back in shape Is Social Security about to collapse? (No.) Is Wall Street totally corrupt? (Nope.) Did the government bailouts benefit only “insiders”? (Absolutely not.) Is the American Dream dead? (Not on your life.) Myths, misconceptions, and misinformation perpetuated by politicians, the media, and other self-interested parties can have a devastating effect on your retirement portfolio. After all, if you’re working with the wrong information, how can you make the right investing decisions? Mike Egan, a financial advisor for both individuals and corporations, has worked on Wall Street for more than 20 years. He handles millions of dollars at a time. He knows how it all works—and he’s here to tell you that a lot of what you hear just isn’t true. In Your Stronger Financial Future, Egan busts the most powerful myths that are affecting your retirement plans and provides simple but highly effective strategies you can use to start turning your portfolio around today. Egan’s eight retirement-investing maxims include: Count on Social Security—but make it only part of your overall plan Identify the inflation-adjusted amount you need at retirement Get a licensed financial advisor who really understands Wall Street Maintain your own personal “bailout fund” Build savings rather than accrue debt Use annuities to account for longevity and healthcare Two things are standing in the way of you and your dream retirement: misconceptions and presumption. Transcending the negative psychology that misdirects your investing performance is easy—you just need the right information and new strategies to replace the old ones. Your Stronger Financial Future delivers both. Sometimes changing course midstream is a good thing. Now is the time to reassess your outlook, rethink your finances, and reposition yourself for a stronger financial future.

Key strategies for running a family office for fund managers Understanding the basics of the family office industry is essential if you want to succeed in establishing a successful fund for a wealthy family. That's where The Family Office Book comes in. Outlining key strategies for family offices, from what a family office is to how the industry operates, and important global differences, the book is packed with interviews with experts from leading family offices. Providing readers with need-to-know tips and tools to succeed, The Family Office Book gives current and future practitioners everything they need to know about this popular segment of the financial industry. Includes investment criteria, presented as a roadmap showing how several family offices are allocating capita Outlines strategies for fund managers of all types, including mutual funds, real estate funds, private equity, and hedge funds on raising capital in this field Features interviews with the most famous and sought after family offices to give real-life examples of successful family offices in action A comprehensive and reliable resource, The Family Office Book details exactly how family offices are choosing investment managers and why, and how, to break into the industry.

Make business decisions with the same confidence and clarity as the world’s best sports coaches. When the pressure is on, great coaches remain laser-focused, confident, and fully in charge of their roster. They’re the same way when it comes to developing strategies and game plans to succeed. In short, they always win because they have a superior decision-making process. Game-Time Decision Making provides everything you need to up your decision-making game and build a championship-level business. It takes you step by step through the process of: • Putting together an all-pro team with diverse skillsets • Building a positive mindset that will overwhelm the competition • Developing a keen awareness of "the playing field" • Learning from failures so you never make the same mistake twice • Creating both offensive and defensive strategies for branding and marketing When you have everything in place to make quick, accurate calls in the toughest of situations, you have what you need to dominate your industry. Game-Time Decision Making is a proven playbook for positioning yourself for success. From creating and utilizing the best tactics and strategies to leading your company through times of change, this is your playbook for total business success.

From William Green, a financial journalist who has written for The New Yorker, Time, and Fortune, comes a fresh and unexpectedly profound book that draws on interviews with more than 40 of the worlds super-investors to demonstrate that the keys for building wealth hold other life lessons as well.

Accelerate your journey to financial freedom with the tools, strategies, and mindset of money mastery. Regardless of your stage of life and your current financial picture, the quest for financial freedom can indeed be conquered. The journey will demand the right tools and strategies along with the mindset of money mastery. With decades of collective wisdom and hands-on experience, your guides for this expedition are Peter Mallouk, the only man in history to be ranked the #1 Financial Advisor in the U.S. for three consecutive years by Barron’s (2013, 2014, 2015), and Tony Robbins, the world-renowned life and business strategist. Mallouk and Robbins take the seemingly daunting goal of financial freedom and simplify it into a step-by-step process that anyone can achieve. The pages of this book are filled with real-life success stories and vital lessons, such as… • Why the future is better than you think and why there is no greater time in history to be an investor • How to chart your personally tailored course for financial security • How markets behave and how to achieve peace of mind during volatility • What the financial services industry doesn’t want you to know • How to select a financial advisor that puts your interests first • How to navigate, select, or reject the many types of investments available • Success without fulfillment is the ultimate failure! Financial freedom is not only about money—it’s about feeling deeply fulfilled in your own personal journey “Want an eye-opening guide to money management—one that tells it like it is and will make you laugh along the way? Peter Mallouk’s tour of the financial world is a tour de force that’ll change the way you think about money.” —Jonathan Clements, Former Columnist for The Wall Street Journal and current board member and Director of Financial Education at Creative Planning “Robbins is the best economic moderator that I’ve ever worked with. His mission to bring insights from the world’s greatest financial minds to the average investor is truly inspiring.” —Alan Greenspan, Former Federal Reserve Chairman "Tony is a force of nature.” —Jack Bogle, Founder of Vanguard