Family wealth management : seven imperatives for successful investing in the new world order /
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| Format: | eBook |
| Language: | English |
| Published: |
Singapore :
Wiley,
[2013]
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| Online Access: | Full Text via HEAL-Link |
Table of 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.
