Kids, Wealth, and Consequences

Foreword by James E. Hughes Jr. viii

Acknowledgments xi

Introduction 1

SECTION I: Financial Choices

1 Calculating Your Family’s Future 16

2 To Trust and How to Trust 38

3 Portfolio Management 59

SECTION II: Intellectual Choices

4 Financial Literacy 86

5 Skills and Experience 107

6 Goals and Purpose 130

SECTION III: Spiritual/Emotional Choices

7 Success and Happiness 146

8 Communication 160

9 Navigating the High–Net worth Environment 176

SECTION IV: Integrating Your Choices

10 The Family Glue 198

11 Pulling It Together 214

Appendixes 235

Index 263