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Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors Launch

BY
Monica Gray

Following the success and reception of Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask Tom McCullough and Keith Whitaker have written a second book in the Wealthof Wisdom series.

The highly anticipated Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors has launched this fall.

The Rotman School of Management will be hosting a book launch event and a Q&A(moderated by Clare O’Hara from the Globe and Mail) on Wednesday, September 21, 2022 at 5:00 pm. The cost to attend the event (in-person or virtual) is $59 plus HST per person, which includes a hardcover copy of the book. For further details on the book and the event (including a registration link), please visit the following website:

Special Event: Wealth of Wisdom: Top Practices for WealthyFamilies and Their Advisors (force.com)

The book is a practical and hands-on toolkit containing exercises, techniques, templates, and strategies that can be immediately applied by wealthy families and their advisors. It encourages readers to think through and determine their highest priorities, plan thoughtfully for the future, invest their assets wisely, raise the next generation of family leaders, carefully choose trustees, give effectively, seek sound advice, and more.

Exercises like the Family Self-Assessment Tool and the Family Money History Questionnaire reveal foundational and important truths about the structure and behavior of wealthy families, while techniques like the Core Values Exercise demonstrate where priorities lie and how to make decisions as families move into the future.

Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors is a one-stop, authoritative resource featuring contributions from the leading global advisors and practitioners in family wealth today and an indispensable guide both for members of high-net-worth families and for the family office professionals and other practitioners who advise them.

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Monica Gray

Monica is a member Northwood’s family office advisory group, responsible for the creation of Northwood’s marketing strategy, campaign execution and client development. She has significant experience in financial and professional services involved on both the operational and marketing side of investments.

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