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Family Wealth Management: Seven Imperatives for Successful Investing in the New World Order ハードカバー – 2013/11/18
この商品には新版があります:
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 consistent with a family's overarching goals and values. The approach combines the best traditional investment and portfolio management practices with innovative new approaches designed to successfully navigate through economic climates both fair and foul. While the authors address the critical "hard" issues of asset management, they also emphasize important "soft" issues of working with families to ensure that actions are congruent with objectives, in alignment with family governance principles and designed to help sustain and grow family wealth over multiple generations.
The authors provide clear guidance on how to master each component.
- How to establish clear family vision, values, and goals as a critical foundation to a sound wealth management strategy
- How to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environments
- How to set a long-term family wealth strategy and define an asset allocation model that will produce the desired results
- How to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family’s circumstance
- How to effectively monitor performance and respond to the need for change
- How to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period ahead
- How to successfully engage and educate the family to preserve and enhance the family’s financial wealth and human capital over the generations
- 本の長さ352ページ
- 言語英語
- 出版社Wiley
- 発売日2013/11/18
- 寸法16.26 x 2.92 x 23.88 cm
- ISBN-100470824298
- ISBN-13978-0470824290
商品の説明
著者について
MARK HAYNES DANIELL is the founder and Chairman of the Raffles Family Wealth Trust, based in Singapore. He also chairs The Cuscaden Group, his family's own private office, also based in Singapore. He is a former director of Bain & Company, one of the world's leading strategy consulting firms, where he worked for more than two decades with some of the world's wealthiest families and their businesses. Mr. Daniell has also served as director of Wasserstein Perella, a mergers and acquisitions advisory firm in London and Paris, and was the founder and chairman of Singapore's national Private Wealth Management Initiative.
TOM McCULLOUGH is Chairman and CEO of Northwood Family Office LP, a Toronto-based multi-family office which serves the comprehensive financial needs of families of significant net worth. Northwood was founded in 2003 and has quickly risen to prominence as an international leader in its field. Mr. McCullough has spent thirty years in the wealth management/family office field and is also an adjunct professor of finance at the Rotman School of Management at the University of Toronto where he teaches "The Management of Private Wealth."
登録情報
- 出版社 : Wiley; 第1版 (2013/11/18)
- 発売日 : 2013/11/18
- 言語 : 英語
- ハードカバー : 352ページ
- ISBN-10 : 0470824298
- ISBN-13 : 978-0470824290
- 寸法 : 16.26 x 2.92 x 23.88 cm
- カスタマーレビュー:
著者について
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他の国からのトップレビュー
Although the book eventually becomes pretty dense, there are times when I would believe the authors are trying to make a skinny book into an acceptable length, although this is obviously not the case because the book is pretty thick for the genre. What I mean is they are pretty wordy at times, which is not my favorite style of writing. I'd be curious how many times the phrases "family wealth management" and "new world order" come up. The latter I find annoying because it sounds like such a catch phrase, particularly since the advice given is not so far off from what you normally hear.
As far as the family part goes, they often warn about family problems, with no concrete solutions given. That's understandable because how can you run someone else's family for them, but by mentioning some of these issues, the active reader might read between the lines and start taking some of these things into consideration that they hadn't thought of before.
It's not quite the kind of book that has me so enthralled that I cannot put it down, but on the other hand I do not (yet?) have a family fortune to manage. I can easily recommend it as part of a library that all family players should read before coming into (or at the very least before having to manage) wealth.