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Table of contents

  1. Front Matter
    Pages i-xv
  2. The Landscape of Wealth Around the World

  3. Technical Aspects of Tailored Wealth Management

  4. Successful Spending, Philanthropy, Gifting and Estate Planning

    1. Front Matter
      Pages 147-147
    2. Niall J. Gannon
      Pages 149-156
    3. Niall J. Gannon
      Pages 181-181
  5. Back Matter
    Pages 183-191

About this book

Introduction

The meaning of wealth has become one of the least understood concepts of our time.  Whether you desire wealth, have wealth, or wish to redistribute wealth, the roadmaps to success have been painted over by outdated financial models, politically charged rhetoric, and the mistaken belief that at its core wealth is simply a number.  Tailored Wealth Management meets you where you are:  a new college graduate, a retiring CEO, a journeyman carpenter, or a compassionate philanthropist.  The book educates readers with a deeper understanding of their place on the national and global scales of wealth.  It proves that the term “wealthy” can apply as fittingly to a gas station attendant as it does to a gas company president.  It empowers the reader with the causes and effects that allow wealth to accumulate, to produce income, and to re-shape society through responsible gifting and philanthropy.

As American household wealth has recently crossed through $100 trillion, investors have become polarized between ineffective complexity versus blind “hope” simplicity.  The under-funded pensions, retirement accounts, and social safety nets are a result of a failure of the status quo.  Life, liberty, and the pursuit of happiness are not only inalienable rights but achievable goals open to the masses rather than the few.  Tailored Wealth Management topples the walls that have quarantined families and individuals from becoming wealthy, staying wealthy, or passing the same on to the next generation and our communities.

This book provides solutions for the active, passive, small, and large investor arming the reader with the causes that lead to the effect of success. 

Keywords

Wealth management Risk management Tax management Portfolio construction Portfolio management individual investor institutional investor bull markets

Authors and affiliations

  • Niall J. Gannon
    • 1
  1. 1.The Gannon GroupSt. Louis, MOUSA

Bibliographic information

  • DOI https://doi.org/10.1007/978-3-319-99780-3
  • Copyright Information The Editor(s) (if applicable) and The Author(s), under exclusive licence to Springer International Publishing AG, part of Springer Nature 2019
  • Publisher Name Palgrave Macmillan, Cham
  • eBook Packages Economics and Finance
  • Print ISBN 978-3-319-99779-7
  • Online ISBN 978-3-319-99780-3
  • Buy this book on publisher's site