Discusses the differences between wealthy families and institutions, and entrepreneurs and inheritors

Covers the liability side of the balance sheet alongside investment goals, risk tolerance, evaluating money managers, and assessing portfolio performance

Highlights the recurring mistakes family investors make

Appeals to entry-level and mid-level financial professionals who wish to advise ultra-wealthy families

Chapter 1: Ultra-Wealthy Families and Their Financial Advisors.- Chapter 2: How Families Get Rich (and Why It Matters to You).- Chapter 3: Differences Between Wealthy Families and Institutions.- Chapter 4: Building an Ultra-Wealthy Family Client Base.- Chapter 5: A Wealthy Family's Many Advisors.- Chapter 6: Policy Statements for Wealthy Families.- Chapter 7: Evaluating Money Managers for Family Portfolios.- Chapter 8: On Governance: Decision-making in Families.- Chapter 9: Family Philanthropy.- Chapter 10: They're Selling the Family Company: Now What?.- Chapter 11: What Is the Wealth For?.- Chapter 12: Socially Responsible Investing.- Chapter 13: Trusts and Estate Planning.- Chapter 14: Strengthening Your Existing Knowledge.- Chapter 15: Miscellaneous Issues that Affect the Ultra-Wealthy.