Goals-Base Wealth Management: An Integrated and Practical Approach to Changin…
CONTENTS Part One The Integrated Wealth Management Challenge Chapter 1 Many Interrelated Disciplines Chapter 2 An Example of a Crucial Interaction: Tax-Efficiency Chapter 3 The Need for a Finan…
- Edition
- -
- ISBN/ISSN
- 978-1-118-99590-7
- Collation
- xxi, 249p.; 15.5 x 23.5 cm.
- Series Title
- -
- Call Number
- 332.6 BRU g
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