Wealth Management Unwrapped, Revised And Expanded: Unwrap What You Need To Know And Enjoy The Present

Wealth Management Unwrapped is the accumulation of Charlotte Beyer's extensive knowledge and experience observing high-net-worth investors and family offices. She strips away industry jargon, and empowers readers to find and build partnerships with the right financial advisors.

Wealth Management Unwrapped will answer questions such as:

• What kind of investor am I?
• What is the difference between an advisor and a money manager?
• How do I know whom to trust?
• Why should I care about conflicts of interest?
• How do I know if I might not prefer being a do-it yourself investor?
• What are the best questions to ask when interviewing an advisor?
• How do I know if I can trust the firm's disclosure on fees?

In this revised and expanded version, additional chapters will be devoted to robo-advisors, the role of gender in seeking the best advisor, and how to include your children in the investment process. New interactive diagnostics will also be on the book’s web site.

CHARLOTTE B. BEYER is founder of the Institute for Private Investors (IPI) and co-creator of the first Private Wealth Management curriculum for investors at The Wharton School of the University of Pennsylvania. An Aresty Fellow at Wharton, Beyer is also the recipient of the Lifetime Achievement Award from Family Wealth Report and the J. Richard Joyner Wealth Management Impact award from the Investment Management Consultants Association^R (IMCA^R).