Family wealth management : seven imperatives for successful investing in the new world order /

Λεπτομέρειες βιβλιογραφικής εγγραφής
Κύριος συγγραφέας: Daniell, Mark Haynes, 1955-
Άλλοι συγγραφείς: McCullough, Tom (Financial planner)
Μορφή: Ηλ. βιβλίο
Γλώσσα:English
Έκδοση: Singapore : Wiley, [2013]
Θέματα:
Διαθέσιμο Online:Full Text via HEAL-Link
Πίνακας περιεχομένων:
  • 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.