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  2. The Missing Billionaires - Wikipedia

    en.wikipedia.org/wiki/The_Missing_Billionaires

    The Missing Billionaires: A Guide to Better Financial Decisions is a 2023 book by James White and Victor Haghani. Haghani was a founding partner of Long-Term Capital Management . Vladimir V. Piterbarg wrote "the authors convincingly argue that the Expected Utility framework is the right one for decision making for the bulk of financial ...

  3. The Richest Man in Babylon - Wikipedia

    en.wikipedia.org/wiki/The_Richest_Man_in_Babylon

    ISBN. 978-0451205360. The Richest Man in Babylon is a 1926 book by George S. Clason that dispenses financial advice through a collection of parables set 4,097 years earlier, in ancient Babylon. The book remains in print almost a century after the parables were originally published, and is regarded as a classic of personal financial advice.

  4. Rich Dad Poor Dad - Wikipedia

    en.wikipedia.org/wiki/Rich_Dad_Poor_Dad

    Rich Dad Poor Dad is a 1997 book written by Robert T. Kiyosaki and Sharon Lechter. It advocates the importance of financial literacy (financial education), financial independence and building wealth through investing in assets, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence (financial IQ).

  5. Family office - Wikipedia

    en.wikipedia.org/wiki/Family_office

    A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with at least $50–100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations. The company's financial capital is the family's own wealth .

  6. I’m an Expert Wealth Planner: Here’s How ‘Money ... - AOL

    www.aol.com/finance/m-expert-wealth-planner...

    The term appears in the DSM-5, a book that medical and mental health professionals use to diagnose patients. ... Ali Katz, an estate lawyer and founder of the Family Wealth Planning Institute ...

  7. What is wealth management and do you need it? - AOL

    www.aol.com/finance/wealth-management-231826568.html

    Wealth management strategies will vary based on the specific needs of the client. Overall, the reason to use a wealth management firm is to seek strategies to help maintain and grow your total wealth.

  8. 7 family values that can make you rich - AOL

    www.aol.com/finance/2016-06-28-7-family-values...

    If your family has a strong set of values, it could lead to more wealth for you and your relatives. U.S. Trust, a Bank of America private wealth management firm, conducted a recent survey of U.S ...

  9. List of wealthiest families - Wikipedia

    en.wikipedia.org/wiki/List_of_wealthiest_families

    The family's accumulated wealth has been divided among many descendants, only one of which (Benjamin de Rothschild) was officially recognized as a billionaire. Determining the family's exact wealth has been deemed implausible; [ 56 ] conspiracy theories claiming the family is worth trillions of dollars have not been proven.