Family Wealth Management (Hardcover)

Tom McCullough

ISBN 10: 0470824298 / ISBN 13: 9780470824290
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Hardcover. 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 coautho.Shipping may be from multiple locations in the US or from the UK, depending on stock availability. 352 pages. 0.816. Bookseller Inventory #

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Synopsis:

Introducing a fresh perspective on wealth management, withproven solutions to the challenges of preserving wealth andinvesting well in turbulent times

Family Wealth Management is coauthored by twoexperts in the field of private wealth - one, a former director ofBain & Company and the chairman of two of the world's largestfamily trusts, and the other, a CEO of a leading global familyoffice and professor of finance from University of Toronto. Thebook introduces you to a unique model of wealth management thatproduces the desired return outcomes while being consistent with afamily's overarching goals and values. The approach combines thebest traditional investment and portfolio management practices withinnovative new approaches designed to successfully navigate througheconomic climates both fair and foul. While the authors address the critical "hard" issues of asset management, they alsoemphasize important "soft" issues of working with families toensure that actions are congruent with objectives, in alignmentwith family governance principles and designed to help sustain andgrow family wealth over multiple generations. 

The authors provide clear guidance on how to master eachcomponent. 

  • How to establish  clear family vision, values, and goalsas a critical foundation to a sound wealth management strategy
  • How to establish a practical, integrated investment frameworkthat will ensure a consistent, disciplined approach in allenvironments
  • How to set a long-term family wealth strategy and define anasset allocation model that will produce the desired results
  • How to draft an annual investment policy statement and refinethe investment tactics based on capital markets trends and changesin the family’s circumstance
  • How to effectively monitor performance and respond to the needfor change
  • How to carefully select and manage an ecosystem of experienced,trusted financial advisors who will provide critical guidancethrough challenging period ahead
  • How to successfully engage and educate the family to preserveand enhance the family’s financial wealth and human capitalover the generations

From the Inside Flap:

"Family wealth management is as much about family and itsindividual members as it is about finance and individualinvestments."—from the Preface

The successful management of family wealth has always been achallenge, even in the best of times. And it has become even moredifficult in this new world order where income and capital growthare hard to generate, where the old rules of the game no longerprovide reliable guidelines, and the careful balance of both familyand financial considerations is more important than ever.

Family Wealth Management provides a fully integrated andfamily-centric approach to wealth management, addressing thefamily's philosophy of wealth and the development of its goals, itsapproach to structuring and allocating financial assets, and theimportance of engaging and educating family members along theway.

It provides a practical review of the harsh lessons learned bymany families over the past years and practical advice on how toavoid the failures and costs of outdated approaches to financialmanagement.

Authors Mark Daniell and Tom McCullough also provide helpfuldirection on the integration of a family business into familywealth management plans, actionable insights on the differencesbetween private and institutional investing, and practical adviceon how to manage family wealth on a principled basis in turbulenttimes.

While there is no single playbook that will guaranteeconsistent, long-term investment success, the authors believe thereare some basic common elements required for successfulinvesting.

The seven imperatives outlined in this book serve as both aguide to the critical insights necessary for successful familyinvesting, and also offer a step-by-step process to help familiesdevelop and implement their own unique investment strategies, andachieve their overall objectives. The authors provide clearguidance on how to master each component.

  • How to establish clear family vision, values, and goals as acritical foundation to a sound wealth management strategy
  • How to establish a practical, integrated investment frameworkthat will ensure a consistent, disciplined approach in allenvironments
  • How to set a long-term family wealth strategy and define anasset allocation model that will produce the desired results
  • How to draft an annual investment policy statement and refineinvestment tactics based on capital markets trends and any changesin a family's economic situation
  • How to monitor performance against both internal goals andexternal benchmarks
  • How to select and manage an ecosystem of experienced, trustedfinancial advisors who will provide critical guidance through thechallenging period ahead
  • How to engage and educate the family to preserve and enhancethe family's financial wealth and human capital overgenerations

The pursuit of the long-term goals of family wealth preservationand growth requires family leaders to manage both family andfinance successfully and to avoid the many traps and pitfalls alongthe way. This is a balancing act that requires the simultaneousmastery of both change and continuity in the constantly evolvingworld of family wealth management.

Comprehensive, practical, and easy to apply, this book willserve as an important reference guide for family members and theirwealth managers in the current challenging environment—and formany years to come.

"About this title" may belong to another edition of this title.

Bibliographic Details

Title: Family Wealth Management (Hardcover)
Publication Date: 2013
Binding: Hardcover
Book Condition: New
Edition: 1st.

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Book Description John Wiley and Sons Ltd, United Kingdom, 2013. Hardback. Condition: New. Language: English . Brand New Book. 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 strategyHow to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environmentsHow to set a long-term family wealth strategy and define an asset allocation model that will produce the desired resultsHow to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family s circumstanceHow to effectively monitor performance and respond to the need for changeHow to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period aheadHow to successfully engage and educate the family to preserve and enhance the family s financial wealth and human capital over the generations. Seller Inventory # AAH9780470824290

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