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Family wealth management : seven imperatives for successful investing in the new world order

Author: Mark Haynes Daniell; Tom McCullough, (Financial planner)
Publisher: Singapore : Wiley, [2013]
Edition/Format:   eBook : Document : EnglishView all editions and formats
Database:WorldCat
Summary:

Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times, this book introduces you to a model of wealth  Read more...

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Genre/Form: Electronic books
Additional Physical Format: Print version:
Daniell, Mark Haynes, 1955-
Family wealth management.
Hoboken, New Jersey : John Wiley & Sons, 2013
(OCoLC)851825488
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
All Authors / Contributors: Mark Haynes Daniell; Tom McCullough, (Financial planner)
ISBN: 9781118637807 1118637801 9780470829080 0470829087 0470824298 9780470824290
OCLC Number: 855782443
Description: 1 online resource (xxx, 450 pages).
Contents: Setting Out a New Approach to Family Wealth Management --
Arriving at a Point of Inflection in the History of Family Wealth --
Addressing the Differences between Private and Institutional Investing --
Reinforcing the Importance of a Disciplined Investment Process --
Documenting Family Philosophy, Vision, and Values --
Determining the Purpose of Wealth and Setting High-Level Financial Goals --
Structuring Assets and Aligning Investments to Serve Multiple Purposes --
Integrating the Family Business into Wealth Management Strategy --
Rethinking Modern Portfolio Theory, Considering Goals-Based Wealth Management --
Reviewing Different Approaches to Asset Allocation --
Comprehensive Risk Management --
The Elements of Long-Term Strategy --
Investing for the Future: Mega-Themes and Principled Investment Management --
Long-Term Strategy Document (Example) --
Drafting the Annual Investment Policy Statement and Refining Investment Tactics --
Rethinking the Role of Traditional Asset Classes --
Assessing Alternative Assets and the Search for Recurring Alpha --
Selecting Individual Investments and Investment Managers --
Investment Policy Statement (Example) --
Monitoring Performance against Internal Goals and External Benchmarks --
"White Water Investing" and the Management of Wealth in Turbulent Times --
Designing the Ecosystem and Selecting Advisors --
The Role of the Family Office --
Determining the Right Wealth Distribution Strategy --
Preparing the Family for Successful Management and Transfer of Wealth --
Pulling It All Together: The Successful Management and Transfer of Wealth Across Generations.
Responsibility: Mark Haynes Daniell, Tom McCullough.

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