New_Financial_Advisor.pdf

The New Financial Advisor

Strategies for Successful Family

Wealth Management

G. SCOTT BUDGE, PhD

John Wiley & Sons, Inc.

The New Financial Advisor

Strategies for Successful Family

Wealth Management

G. SCOTT BUDGE, PhD

John Wiley & Sons, Inc.

Published by John Wiley & Sons, Inc., Hoboken, New Jersey.

Published simultaneously in Canada.

No part of this publication may be reproduced, stored in a retrieval system, or

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Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their

best efforts in preparing this book, they make no representations or warranties with

respect to the accuracy or completeness of the contents of this book and speciﬁcally

disclaim any implied warranties of merchantability or ﬁtness for a particular purpose. No

warranty may be created or extended by sales representatives or written sales materials.

The advice and strategies contained herein may not be suitable for your situation. You

should consult with a professional where appropriate. Neither the publisher nor author

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Library of Congress Cataloging-in-Publication Data

Budge, G. Scott, 1956–

The new ﬁnancial advisor : strategies for successful family wealth management /

G. Scott Budge.

p. cm.

Includes bibliographical references and index.

ISBN 978-0-470-27530-6 (cloth)

1. Financial planners. 2. Investment advisors. 3. Financial planning industry.

I. Title.

HG179.5.B83 2008

332.024—dc22

2008012001

Printed in the United States of America.

0987654321

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