The Cabin: Building a Family-of-Affinity Office - Softcover

Salzer, Myra

Softcover

ISBN 10: 0615984207 ISBN 13: 9780615984209

Publisher: Legacy Publications, LLC, 2014

Synopsis

Taking responsibility for and integrating with newly acquired wealth goes way beyond financial planning and investment management. "The Cabin" is a fun, informative look at how the near-perfect family office is possible by placing the members in the forefront and viewing overhead and employees as investments rather than costs. It is a journey of discovery, as three colleagues team up, tap the greatest minds in the family-office industry, and assemble all of the collected wisdom into an enjoyable structure. Readers with existing family offices will take away ideas on improving operations for the benefit of family and staff; those in the process of forming a new family office will learn how to start off on the right foot and contribute to their family's joyful wealth for generations to come. The stories are true. The facts are concise. And the mission is to help readers see a broader horizon of possibilities for the family office and show the members how to achieve their ambitions.

About this title

About the Author:

Listed among the country's top financial advisors by Worth magazine, Myra Salzer is the founder and president of The Wealth Conservancy, Inc. After founding the firm in 1983, Salzer began specializing in fee-only financial planning as a wealth coach and inheritor’s advocate. Her specialty is 'interior finance,' or the personal aspects of inherited wealth. She published The Inheritor’s Sherpa: A Life-Summiting Guide for Inheritors in 2005. In 2008, she developed TIES (The Inheritor's Empowerment System), a series of nine steps for inheritors who want to harness the potential of their wealth and realize their greatest life ambitions. Salzer published Living Richly: Seizing the Potential of Inherited Wealth in 2010, where she speaks directly to inheritors, providing reassurance of their greatest potential as human beings. In 2014, she published The Confident Inheritor: No Apologies Necessary, where she shares with readers her secret to integrating with wealth. A member of the National Association of Personal Financial Advisors (NAPFA), Salzer is a frequent speaker at conferences in the field of financial services. She has been profiled and consulted in several financial journals and she co-facilitates periodic workshops to help inheritors engage their wealth toward their personal potential. Before entering the financial services industry, Salzer earned a degree in chemical engineering and worked for major corporations in that field. She later became a CERTIFIED FINANCIAL PLANNER ™ professional. Salzer and her husband have two grown daughters and live with their dog in the foothills just outside of Boulder. She can be reached through her firm's website, TWCinc.org.

About this edition

• Publisher: Legacy Publications, LLC
• Publication date: 2014
• ISBN 10: 0615984207
• ISBN 13: 9780615984209
• Binding: Paperback
• Number of pages: 88