Family Wealth Management: Seven Imperatives For Successful Investing
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A01=Mark Haynes Daniell
A01=Tom Mccullough
Absolute Return
Active Versus Passive Management
Advice
Advisors
Alpha
Alternative Investments
and Goals
Annual Review
Asset Allocation
Asset Classes
Asset Structuring
Author_Mark Haynes Daniell
Author_Tom Mccullough
Balance Sheet
Behavioral Finance
Benchmarks
Beta
Bonds
Capital Gain
Capital Preservation
Cash
Cash Flow
Category=KFFM
Chief Investment Officer (CIO)
Co-Investment
Comprehensive Wealth Management
Core And Satellite
Correlation
Costs
Direct Investments
Disciplined Investment Process
Dispersion And Persistence
Distribution Strategies
Diversification
Economic
Ecosystem
Education
Emerging Markets
Endowment Model
Engagement
Entrepreneurial
eq_bestseller
eq_business-finance-law
eq_isMigrated=1
eq_nobargain
eq_non-fiction
Equities
Estate Planning
Ethics
Exchange-Traded Funds (ETFs)
Expected Return
Expenses
Family Balance Sheet
Family Business
Family Culture
Family Office
Family Roles and Relationships
Family Vision
Family Wealth
Fees
Financial Management
Financial Planning
Fixed Income
Framework
Generational Issues
Global Financial Crisis (GFC)
Global Investing
Goals and Objectives
Goals-Based Wealth Management (GBWM)
Governance
Growth Investing
Hedge Funds
Heirs
Holistic Approach
Human Capital
Income
Index Funds
Inflation
Inheritance Tax
Integrated Management
Interest Rates
Intergenerational
International
Investment Committee
Investment Management
Investment Manager Selection
Investment Policy Statement
Legacy
Lifestyle
Lifetime
Liquidity
Long-Term Strategy
Milestone
Modern Portfolio Theory
Monitoring
Monitoring And Review
Multifamily Office (MFO)
Multijurisdictional
Next Generation
Outsourcing
Ownership
Performance
Philanthropy
Planning Horizon
Portfolio
Private Equity
Quarterly Review
Real Estate
Rebalancing
Reporting
Responsibility
Return on Investments
Risk Management
Risk-Adjusted
Scenario Planning
Selecting Investment Managers
Stakeholders
Stewardship
Strategy
Succession
Tax
Transaction Costs
Trusted Advisors
Trusts
UpsideDownside Capture
Value Investing
Values
Volatility
Wealth Management
Wealth Transfer
Product details
- ISBN 9789811265891
- Publication Date: 14 Aug 2023
- Publisher: World Scientific Publishing Co Pte Ltd
- Publication City/Country: SG
- Product Form: Hardback
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The successful management of family wealth has always been a challenge, even in the best of times. Requiring a careful balance of both family and financial considerations, the investment of family wealth for both lifetime and legacy purposes has become even more difficult in an increasingly complex world.Family Wealth Management addresses a family's philosophy of wealth, the development and prioritization of goals, and the understanding, structuring and allocation financial assets. In addition, the authors provide clear insights on the specifics of investment management and engaging and educating the family and its members in wealth management.The seven imperatives, which make up the core of the book, serve as both a guide to the critical insights necessary for successful family wealth management, and also serve as a step-by-step process to help families develop and implement their own unique investment strategies, and achieve the full set of their family's related objectives.Comprehensive, practical, and easy to apply, this work can serve as an important reference guide for family members and their wealth managers around the world for this immediate period — and for many years to come.
