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Drawing on his decades-long career in financial services and his own immigrant experience, wealth management expert Gary Teelucksingh assembles proven research, successful and challenging case studies, and strategies into a comprehensive, step-by-step guide to the intricate process of intergenerational wealth transfer, exploring topics such as tax-efficient gifting strategies, behavioural economics principles, and differing cultural attitudes toward wealth. With checklists, conversation prompts, and planning templates, Roots of Prosperity empowers families, and their wealth advisors and estate planners, to build enduring legacies that preserve both wealth and cultural values.
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254 Pages
9in * 6in * 0.625in
304gr
October 25, 2025
9781770868144
eng
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