Wealthy & Wise: (secrets about money)



"Wealthy & Wise is the ideal handbook for everyone. The practical advice it contains is a perfect road map for a fuller, healthier, more secure life."
-Leonard A. Lauder, Chairman, Estée Lauder Companies Inc.

"Heidi Steiger has brought together a veritable million dollar roundtable of America's greatest experts on the unique needs of the wealthy. Wealthy & Wise is spot on in helping them become the CEOs of their personal and financial lives."
-W. Randall Jones, Editor in Chief, Worth magazine

"Wealthy & Wise is an indispensable asset. At last, here's a book on sophisticated wealth concerns that we can all understand."
-Carolyn Bechtel, Chairperson, NFTE Northern California

"Wealthy & Wise is essential reading to help people learn how to properly protect their assets and allow them to grow."
-Anthony N. Pritzker, The Pritzker Group

"In my business we are great at making ads and that can lead to making a lot of money. However, the part of our brain that knows how to invest it, or spend it, or bequeath it is quite possibly dead. Wealthy & Wise helps to make up for that little brain deficiency."
-Nina DiSesa, Chairperson, Chief Creative Officer, McCann-Erickson New York

"In one easy read, Heidi Steiger has brought together the experience of experts who can help you overcome the human and financial hurdles of wealth and make you a successful investor."
-A. Michael Lipper, CFA, President, Lipper Advisory Services

"Wealthy & Wise is an impressive and much-needed book. The first section on the personal issues and family dynamics surrounding financial wealth is especially important and provides both practical guidance and sage wisdom."
-Charles W. Collier, Senior Philanthropic Advisor, Harvard University

"Wealthy & Wise is an impressive piece of work that gives the reader good insights into the wide universe of wealth issues. The stories and examples are particularly helpful as they bring alive the lessons that have been learned about both the dynamics and the management of wealth."
-H. Peter Karoff, founder and Chairman, The Philanthropic Initiative, Inc.

NEUBERGER BERMAN is a leading wealth manager for individuals, institutions, and its family of no-load mutual funds. You can visit them at

HEIDI L. STEIGER is Executive Vice President of Neuberger Berman and head of the firm's Private Asset Management business. Her clients include high-net-worth individuals, families, and small institutions.

1. Clearing the Emotional Hurdles: How to Turn Wealth's Conflicts into Opportunities (S. Ryzewic).

2. Money and the Modern Family: The Challenges of Parenting in a Wealthy Family (J. Peck).

3. The Business of Marriage: Love Conquers All, But Assets Need Protection (R. Cohen).

4. The Value of Work, Part I: When You Love What You Do, Why Retire? (R. Neuberger).

5. The Value of Work, Part II: A Better Career the Second Time Around (J. Ellig).

6. When Giving Is Gaining: A Strategic Approach to Philanthropy (E. Remmer).

7. Resolving Conflicts in a Family Enterprise: Preserving Wealth and Relationships (F. Brown).

8. Family Meetings That Work: Conducting Successful Discussions About Money and Other Sensitive Subjects (D. Jaffe, et al.).


9. Working with Professional Money Managers: Balancing Control and Delegation (C. Beyer).

10. How to Build a Winning Team of Financial Advisors: A Collaborative Approach Yields the Best Results (C. Lowenhaupt).

11. Balancing Act: The Art of Asset Allocation (J. Spencer).

12. Adding Real Estate to Your Investment Mix: A Complement to Your Stock and Bond Portfolio (R. Adler).

13. Wealth Management and Trusts: Building a Legacy for the Ages (A. Bellas and D. Lederman).

14. Prudent Investing for Private Family Foundations: Keeping an Even Keel in Stormy Markets (R. Sinsheimer).

15. Family Offices: Why, When and How (E. Perry).

16. Finding an Outstanding Trustee: What Wealthy Families Look for in a Trustee and How They Get It (J. Duncan).


17. The Joy of Collecting: From Simple Pleasures to Rare Treasures (K. Doyle).

18. Collecting Contemporary Art: Traditional Values, New Meaning (I. Danoff).

19. Enjoying the Good Life: Money and Time Well Spent (M. Ferrell).

20. Safe and Sound: Developing a Sensible Strategy for Your Personal Security (M. Ferrell).

About the Editor.