Roots of Prosperity: Building Legacies Beyond Wealth (Paperback) (ISBN-13: 9781770868144)

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.

Author: Gary Teelucksingh
ISBN-10: 1770868143
ISBN-13: 9781770868144
Publisher: Cormorant Books
Language: English
Published: 10/25/2025
Pages: 254
Format: Paperback