More Than Money

Preface Acknowledgments About the Author Part I: The Meaning of Wealth Chapter 1: The Wealth Management Challenge Chapter 2: Wealth Is More Than Money Chapter 3: The Impact of Wealth Stewardship Part II: Understanding the Wealth Management Process Chapter 4: The Importance of Integrating Tactical and Strategic Wealth Management Chapter 5: Should We Manage Wealth as a Family? Chapter 6: The Story of Wealth Creation: Why It Matters Chapter 7: Vision and Mission: The Past, the Present, and the Future Chapter 8: Family Governance: Roles and Responsibilities, Decision Making, and Conflict Resolution Chapter 9: Developing Future Leadership Chapter 10: Family Education: Building a Culture of Learning and Continuous Improvement Chapter 11: Communication and Alignment: Working Together as a High-Functioning Team Chapter 12: Integrating Tactical Wealth Management Chapter 13: Getting It Right Index

MICHAEL A. COLE co-manages R360 as a Managing Partner. R360 is a distinctive, by invitation only membership organization. He is the former CEO of several multi-family offices and wealth management businesses of major Fortune 100 financial institutions. Michael has more than 30 years of experience building successful family wealth practices. Until July 2020, he was CEO of Cresset Asset Management, which was recognized as one of the fastest growing Registered Investment Advisors in the United States building client assets from $2 billion to $10 billion in two years.