Family capital: working with wealthy families to manage their money across generations
"The lifelong guide to effective family wealth management strategy Family Capital provides a unique and practical lesson on wealth management. Instead of lectures and dry discussion, this engaging book follows an archetypal wealthy family through several generations and collateral family units...
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Hoboken
Wiley
2016
|
| Ausgabe: | 1 |
| Schlagworte: | |
| Online-Zugang: | FRO01 UBG01 Volltext |
| Zusammenfassung: | "The lifelong guide to effective family wealth management strategy Family Capital provides a unique and practical lesson on wealth management. Instead of lectures and dry discussion, this engaging book follows an archetypal wealthy family through several generations and collateral family units to show you what effective family capital management looks like long-term. You will actually listen in on meetings between the family and its wealth advisor as they grapple with the many challenges family investors face. Expert wealth advisor Gregory Curtis provides advice and insight along the way, explaining why each strategy is effective, and how you can put it to work for you. You'll learn how to find an advisor you can trust, how to evaluate their performance, and how you can take the lead role in managing your wealth with the right advisor by your side. Estate planning and portfolio design are explored thoroughly to help you understand what makes sense for your family, and the companion website provides important forms and additional resources that help you put your plan into action. You've worked hard and done well, but the work isn't over. It's important to protect your wealth and make the right decisions to ensure that your family capital remains strong enough to benefit future generations. This book gives you a lifelong guide to effective wealth management, with expert insight to answer your most pressing questions. Find your ideal wealth advisor Design and build your investment portfolio Monitor your investments and your advisor's performance Utilize trusts and other estate planning vehicles to your fullest benefit The best way to learn something new is to hear lived experiences alongside expert commentary. Family Capital provides real-world perspective balanced by professional context, so you can tailor your next move to best suit your own situation"-- |
| Beschreibung: | Machine generated contents note: Preface The Titan family Organization of the book A Note to Middle Income Investors Acknowledgments Prologue The Titan Family in America Preparation and Use The Extended Titan Family The Titan Family Tree Summary Note Chapter 1 George Titan III and His Catastrophic Mistake Preparation and Use How Not to Manage Your Family's Money The Mistakes George Made What a Good Advisor Could Have Done for the Titans Summary Notes Chapter 2 Ned and Rose Succeed Jake as Co-Heads of the Family Ned and Rose React to George III's Decision to Sell Equities Jake Picks Ned and Rose as Co-Heads of His Branch of the Titan Family What the Regional Brokerage Firm Could Have Done Better Summary Chapter 3 The Titans Search for and Engage a New Financial Advisor Preparation and Use How the Titans Conducted Their Search Concluding the Search Summary Notes Chapter 4 First Meeting: Governance, Investment Strategy and Other Introductory Matters Preparation and Use First Meeting with the Titan's New Advisor Summary Note Chapter 5 The Titans Create an Investment Policy Statement Preparation and Use The Titan Family Meeting Summary Notes Chapter 6 Establishing the Titan Family's Investment Objectives Preparation and Use The Titan Family's Version of Their Investment Objectives Summary Notes Chapter 7 The Titans Grapple with Asset Allocation Preparation and Use The Asset Allocation Meeting Summary Notes Chapter 8 The Manager Search Meeting Preparation and Use The Manager Selection Meeting Summary Notes Chapter 9 Reviewing the Performance of the Investment Accounts Preparation and Use The Performance Reporting Meeting Summary Notes Chapter 10 Miscellaneous Investment-Related Discussions Preparation and Use Family Investment Education Adding Value to the Titan Family Portfolio Investment Committees Socially Responsible Investing Summary Notes Chapter 11 Miscellaneous Non-Investment Discussions Preparation and Use Hiring a Custodian Family Limited Partnerships Family Philanthropy The Family Office How Much to Leave the Kids Inequality and Wealth Summary Notes About the Author About the Website Index Includes bibliographical references and index |
| Beschreibung: | 1 online resource |
| ISBN: | 9781119094128 1119094127 9781119093930 1119093937 9781119094111 1119094119 |
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| 100 | 1 | |a Curtis, Gregory |d 1947- |e Verfasser |4 aut | |
| 245 | 1 | 0 | |a Family capital |b working with wealthy families to manage their money across generations |c Gregory Curtis |
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| 500 | |a Machine generated contents note: Preface The Titan family Organization of the book A Note to Middle Income Investors Acknowledgments Prologue The Titan Family in America Preparation and Use The Extended Titan Family The Titan Family Tree Summary Note Chapter 1 George Titan III and His Catastrophic Mistake Preparation and Use How Not to Manage Your Family's Money The Mistakes George Made What a Good Advisor Could Have Done for the Titans Summary Notes Chapter 2 Ned and Rose Succeed Jake as Co-Heads of the Family Ned and Rose React to George III's Decision to Sell Equities Jake Picks Ned and Rose as Co-Heads of His Branch of the Titan Family What the Regional Brokerage Firm Could Have Done Better Summary Chapter 3 The Titans Search for and Engage a New Financial Advisor Preparation and Use How the Titans Conducted Their Search Concluding the Search Summary Notes Chapter 4 First Meeting: Governance, | ||
| 500 | |a Investment Strategy and Other Introductory Matters Preparation and Use First Meeting with the Titan's New Advisor Summary Note Chapter 5 The Titans Create an Investment Policy Statement Preparation and Use The Titan Family Meeting Summary Notes Chapter 6 Establishing the Titan Family's Investment Objectives Preparation and Use The Titan Family's Version of Their Investment Objectives Summary Notes Chapter 7 The Titans Grapple with Asset Allocation Preparation and Use The Asset Allocation Meeting Summary Notes Chapter 8 The Manager Search Meeting Preparation and Use The Manager Selection Meeting Summary Notes Chapter 9 Reviewing the Performance of the Investment Accounts Preparation and Use The Performance Reporting Meeting Summary Notes Chapter 10 Miscellaneous Investment-Related Discussions Preparation and Use Family Investment Education Adding Value to the Titan Family Portfolio Investment Committees Socially Responsible Investing Summary Notes Chapter 11 Miscellaneous | ||
| 500 | |a Non-Investment Discussions Preparation and Use Hiring a Custodian Family Limited Partnerships Family Philanthropy The Family Office How Much to Leave the Kids Inequality and Wealth Summary Notes About the Author About the Website Index | ||
| 500 | |a Includes bibliographical references and index | ||
| 520 | |a "The lifelong guide to effective family wealth management strategy Family Capital provides a unique and practical lesson on wealth management. Instead of lectures and dry discussion, this engaging book follows an archetypal wealthy family through several generations and collateral family units to show you what effective family capital management looks like long-term. You will actually listen in on meetings between the family and its wealth advisor as they grapple with the many challenges family investors face. Expert wealth advisor Gregory Curtis provides advice and insight along the way, explaining why each strategy is effective, and how you can put it to work for you. You'll learn how to find an advisor you can trust, how to evaluate their performance, and how you can take the lead role in managing your wealth with the right advisor by your side. Estate planning and portfolio design are explored thoroughly to help you understand what makes sense for your family, and the companion website provides important forms and additional resources that help you put your plan into action. You've worked hard and done well, but the work isn't over. It's important to protect your wealth and make the right decisions to ensure that your family capital remains strong enough to benefit future generations. This book gives you a lifelong guide to effective wealth management, with expert insight to answer your most pressing questions. Find your ideal wealth advisor Design and build your investment portfolio Monitor your investments and your advisor's performance Utilize trusts and other estate planning vehicles to your fullest benefit The best way to learn something new is to hear lived experiences alongside expert commentary. Family Capital provides real-world perspective balanced by professional context, so you can tailor your next move to best suit your own situation"-- | ||
| 650 | 7 | |a BUSINESS & ECONOMICS / Finance |2 bisacsh | |
| 650 | 7 | |a Finance |2 fast | |
| 650 | 7 | |a Finance, Personal |2 fast | |
| 650 | 7 | |a Investments |2 fast | |
| 650 | 7 | |a Wealth |2 fast | |
| 650 | 4 | |a Wirtschaft | |
| 650 | 4 | |a Finance, Personal | |
| 650 | 4 | |a Wealth / United States | |
| 650 | 4 | |a Investments / United States | |
| 650 | 4 | |a Finance / United States | |
| 651 | 7 | |a United States |2 fast | |
| 651 | 4 | |a USA | |
| 856 | 4 | 0 | |u https://onlinelibrary.wiley.com/doi/book/10.1002/9781119093930 |x Verlag |z URL des Erstveröffentlichers |3 Volltext |
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Datensatz im Suchindex
| _version_ | 1804176537433407488 |
|---|---|
| any_adam_object | |
| author | Curtis, Gregory 1947- |
| author_facet | Curtis, Gregory 1947- |
| author_role | aut |
| author_sort | Curtis, Gregory 1947- |
| author_variant | g c gc |
| building | Verbundindex |
| bvnumber | BV043738159 |
| collection | ZDB-35-WIC |
| ctrlnum | (ZDB-35-WIC)ocn930068156 (OCoLC)930068156 (DE-599)BVBBV043738159 |
| dewey-full | 332.02400973 |
| dewey-hundreds | 300 - Social sciences |
| dewey-ones | 332 - Financial economics |
| dewey-raw | 332.02400973 |
| dewey-search | 332.02400973 |
| dewey-sort | 3332.02400973 |
| dewey-tens | 330 - Economics |
| discipline | Wirtschaftswissenschaften |
| edition | 1 |
| format | Electronic eBook |
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| geographic_facet | United States USA |
| id | DE-604.BV043738159 |
| illustrated | Not Illustrated |
| indexdate | 2024-07-10T07:33:45Z |
| institution | BVB |
| isbn | 9781119094128 1119094127 9781119093930 1119093937 9781119094111 1119094119 |
| language | English |
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| spelling | Curtis, Gregory 1947- Verfasser aut Family capital working with wealthy families to manage their money across generations Gregory Curtis 1 Hoboken Wiley 2016 1 online resource txt rdacontent c rdamedia cr rdacarrier Machine generated contents note: Preface The Titan family Organization of the book A Note to Middle Income Investors Acknowledgments Prologue The Titan Family in America Preparation and Use The Extended Titan Family The Titan Family Tree Summary Note Chapter 1 George Titan III and His Catastrophic Mistake Preparation and Use How Not to Manage Your Family's Money The Mistakes George Made What a Good Advisor Could Have Done for the Titans Summary Notes Chapter 2 Ned and Rose Succeed Jake as Co-Heads of the Family Ned and Rose React to George III's Decision to Sell Equities Jake Picks Ned and Rose as Co-Heads of His Branch of the Titan Family What the Regional Brokerage Firm Could Have Done Better Summary Chapter 3 The Titans Search for and Engage a New Financial Advisor Preparation and Use How the Titans Conducted Their Search Concluding the Search Summary Notes Chapter 4 First Meeting: Governance, Investment Strategy and Other Introductory Matters Preparation and Use First Meeting with the Titan's New Advisor Summary Note Chapter 5 The Titans Create an Investment Policy Statement Preparation and Use The Titan Family Meeting Summary Notes Chapter 6 Establishing the Titan Family's Investment Objectives Preparation and Use The Titan Family's Version of Their Investment Objectives Summary Notes Chapter 7 The Titans Grapple with Asset Allocation Preparation and Use The Asset Allocation Meeting Summary Notes Chapter 8 The Manager Search Meeting Preparation and Use The Manager Selection Meeting Summary Notes Chapter 9 Reviewing the Performance of the Investment Accounts Preparation and Use The Performance Reporting Meeting Summary Notes Chapter 10 Miscellaneous Investment-Related Discussions Preparation and Use Family Investment Education Adding Value to the Titan Family Portfolio Investment Committees Socially Responsible Investing Summary Notes Chapter 11 Miscellaneous Non-Investment Discussions Preparation and Use Hiring a Custodian Family Limited Partnerships Family Philanthropy The Family Office How Much to Leave the Kids Inequality and Wealth Summary Notes About the Author About the Website Index Includes bibliographical references and index "The lifelong guide to effective family wealth management strategy Family Capital provides a unique and practical lesson on wealth management. Instead of lectures and dry discussion, this engaging book follows an archetypal wealthy family through several generations and collateral family units to show you what effective family capital management looks like long-term. You will actually listen in on meetings between the family and its wealth advisor as they grapple with the many challenges family investors face. Expert wealth advisor Gregory Curtis provides advice and insight along the way, explaining why each strategy is effective, and how you can put it to work for you. You'll learn how to find an advisor you can trust, how to evaluate their performance, and how you can take the lead role in managing your wealth with the right advisor by your side. Estate planning and portfolio design are explored thoroughly to help you understand what makes sense for your family, and the companion website provides important forms and additional resources that help you put your plan into action. You've worked hard and done well, but the work isn't over. It's important to protect your wealth and make the right decisions to ensure that your family capital remains strong enough to benefit future generations. This book gives you a lifelong guide to effective wealth management, with expert insight to answer your most pressing questions. Find your ideal wealth advisor Design and build your investment portfolio Monitor your investments and your advisor's performance Utilize trusts and other estate planning vehicles to your fullest benefit The best way to learn something new is to hear lived experiences alongside expert commentary. Family Capital provides real-world perspective balanced by professional context, so you can tailor your next move to best suit your own situation"-- BUSINESS & ECONOMICS / Finance bisacsh Finance fast Finance, Personal fast Investments fast Wealth fast Wirtschaft Finance, Personal Wealth / United States Investments / United States Finance / United States United States fast USA https://onlinelibrary.wiley.com/doi/book/10.1002/9781119093930 Verlag URL des Erstveröffentlichers Volltext |
| spellingShingle | Curtis, Gregory 1947- Family capital working with wealthy families to manage their money across generations BUSINESS & ECONOMICS / Finance bisacsh Finance fast Finance, Personal fast Investments fast Wealth fast Wirtschaft Finance, Personal Wealth / United States Investments / United States Finance / United States |
| title | Family capital working with wealthy families to manage their money across generations |
| title_auth | Family capital working with wealthy families to manage their money across generations |
| title_exact_search | Family capital working with wealthy families to manage their money across generations |
| title_full | Family capital working with wealthy families to manage their money across generations Gregory Curtis |
| title_fullStr | Family capital working with wealthy families to manage their money across generations Gregory Curtis |
| title_full_unstemmed | Family capital working with wealthy families to manage their money across generations Gregory Curtis |
| title_short | Family capital |
| title_sort | family capital working with wealthy families to manage their money across generations |
| title_sub | working with wealthy families to manage their money across generations |
| topic | BUSINESS & ECONOMICS / Finance bisacsh Finance fast Finance, Personal fast Investments fast Wealth fast Wirtschaft Finance, Personal Wealth / United States Investments / United States Finance / United States |
| topic_facet | BUSINESS & ECONOMICS / Finance Finance Finance, Personal Investments Wealth Wirtschaft Wealth / United States Investments / United States Finance / United States United States USA |
| url | https://onlinelibrary.wiley.com/doi/book/10.1002/9781119093930 |
| work_keys_str_mv | AT curtisgregory familycapitalworkingwithwealthyfamiliestomanagetheirmoneyacrossgenerations |