Roots of Prosperity

Gary Teelucksingh

• 25 oktober 2025
• 9781770868151

Samenvatting:

Drawing on his decades-long career in financial services and his own immigrant experience, wealth management expert Gary Teelucksingh assembles proven research, successful and challenging case studies, and strategies into a comprehensive, step-by-step guide to the intricate process of intergenerational wealth transfer, exploring topics such as tax-efficient gifting strategies, behavioural economics principles, and differing cultural attitudes toward wealth. With checklists, conversation prompts, and planning templates, Roots of Prosperity empowers families, and their wealth advisors and estate planners, to build enduring legacies that preserve both wealth and cultural values.