Friday, May 9, 2014

Anti-Piketty: Merrill Lynch's Tips on Creating a Financial Dynasty

From Merill Lynch Private Banking Investment Group:

Can You Make the Money Last? 
The Road to Sustainable Wealth
Maintaining family wealth over generations can be challenging.
Now is the time to create and share a wealth plan designed to benefit your children and their children.
Introduction
White Paper (16 page PDF)

HT: Business Insider's "Merrill Lynch's 6 Point Checklist For Keeping Your Family Dynasty Alive"