"Wealth management means taking care of the needs of affluent clients, their families and their businesses as part of the long term, consultative relationship. It's best conceptualised as a platform where a number of different sets of services and products are provided. It's a full-service model, that can offer advice on investment management, estate planning, retirement, tax, asset protection, cash flow, and debt management."
The Wonderful World of Wealth Management by Michael J.Koreto
The End Game by John Mauldin
Economic topics explained