Family wealth management: seven imperatives for successful investing in the new world order
Gespeichert in:
Bibliographische Detailangaben
1. Verfasser: Daniell, Mark Haynes (VerfasserIn)
Format: Elektronisch E-Book
Sprache:English
Veröffentlicht: Hoboken Wiley 2013
Schlagworte:
Online-Zugang:TUM01
Volltext
Beschreibung:Description based upon print version of record. - The Challenge and the Opportunity
Family Wealth Management: Seven Imperatives for Successful Investing in the New World Order; Copyright; Contents; Foreword; A Different Environment; A Brief History of Investing; Rebalancing, Risk, and Return; A Better Way Forward; Preface; Statement of Purpose: The Challenge-and Value-of Preserving Family Wealth; Riches to Rags Is Not the Only Option; A Higher Synthesis of Family and Finance; The Unique Nature of Family Wealth; The Fire Metaphor; Lasting Impact of Loss of Wealth; The Family Is Always at the Heart of Family Wealth Management; No Universal Solution
Adaptation to Change Is the Key to SurvivalConstant in Purpose, Resilient in Adversity; An Integrated and Holistic Approach; Investing Differently; The Elements of Investment and Finance; On Family Matters; Achieving Consistently Superior Results; Overview of Contents; Acknowledgments; Introduction and Overview: A Critical Time for Family Investors; Chapter 1: Setting Out a New Approach to Family Wealth Management; Continuity and Change; A Unique Time for Family and Finance; A Comprehensive and Balanced Approach; Resetting Expectations; Family-Centric
Structured and Managed for Multiple PurposesBased on a Different Model and Practical Framework of Investment; Considering a Goals-Based Approach to Wealth Management; An Integrated, Disciplined, and Documented Approach; Managed by the Horizons, Not the Headlines; Fully Global in Seeking Opportunity; Sustainable and Principled Investing; Integrating the Family Business into Family Wealth Plans; Defining and Managing Risk; Supported by a Fully Aligned, Effective, and Efficient Ecosystem; Monitoring Performance and Cost against Internal Goals and External Benchmarks
Family Engagement and EducationAn Integrated and Holistic Approach; Consistent with Family Approach to Governance and Leadership; Business Family Parallel; Unchanging Purpose in a Changing World; Chapter 2: Arriving at a Point of Inflection in the History of Family Wealth; A Point of Inflection; A Century of Dramatic Changes in Family Fortunes; Ghosts of a Gilded Era; Losing Family Wealth and Stature; Vast and Rapid Accumulation of Wealth; Three Generations of Crisis and Challenge; Past the Point of No Return; Where We (Thought We) Were; All Good Things Must Come to an End
The Great American Wealth ImplosionA Crisis of Confidence in Past Approaches; Differing Perspectives; Short-, Medium-, and Long-Term Change; Some Old Investing Truths Remain Relevant in the New World Order; Resetting Best Practice-and "Next Practice"-in a World of Change; Wide Range of Potential Outcomes; Chapter 3: Addressing the Differences between Private and Institutional Investing; Family Risk and Opportunity; Taxation; Cash Flow Patterns; Family Complexity and Influence; Behavioral Biases; Identifying and Managing the Risks of the Family as a Social Unit
Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times Family Wealth Management is coauthored by two experts in the field of private wealth - one, a former director of Bain & Company and the chairman of two of the world's largest family trusts, and the other, a CEO of a leading global family office and professor of finance from University of Toronto. The book introduces you to a unique model of wealth management that produces the desired return outcomes while being consisten
Beschreibung:1 Online-Ressource (xxx, 445 p.)
ISBN:0470829079
9780470829073

Es ist kein Print-Exemplar vorhanden.

Fernleihe Bestellen Achtung: Nicht im THWS-Bestand! Volltext öffnen