Family Wealth Management: Seven Imperatives for Successful Investing in the New World Order, 1st Edition

  • Published By:
  • ISBN-10: 0470829087
  • ISBN-13: 9780470829080
  • DDC: 332.024
  • Grade Level Range: College Freshman - College Senior
  • 352 Pages | eBook
  • Original Copyright 2012 | Published/Released June 2014
  • This publication's content originally published in print form: 2012

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Family Wealth Management provides a new and entirely unique model of investing which is both high return and consistent with a set of valuable ethical and governance principles. Investors can pursue an approach to the investment of their family wealth which achieves docile return without sacrificing the principles upon which they may choose to build their family legacies. Investing substantial family money is not easy. Investing that wealth in a manner which is both ethical and effective is an even greater challenge. The increase of volatility and risk in financial products, the rising expense of financial services and the complexity of global financial markets have made the investment of family wealth increasingly difficult. Finding the right balance of risk, return and investment decisions is not an easy task. Optimizing returns while pursuing a path of principled investing is an even greater challenge, adding a dimension of extra complexity - but also extra value - to a familys portfolio objectives.

Table of Contents

Front Cover.
Half Title Page.
Title Page.
Copyright Page.
1: Introduction and Overview: A Critical Time for Family Investors.
2: Setting Out a New Approach to Family Wealth Management.
3: Arriving at a Point of Inflection in the History of Family Wealth.
4: Addressing the Differences between Private and Institutional Investing.
5: Reinforcing the Importance of a Disciplined Investment Process.
6: The Seven Imperatives.
7: Set a Practical Framework for Family Investment.
8: Set a Long-term Family Wealth Strategy and Define the Asset Allocation Model.
9: Draft the Annual Investment Policy Statement and Refine Investment Tactics.
10: Monitor Performance and Respond to the Need for Change.
11: Select and Manage an Ecosystem of Trusted Financial Advisors.
12: Engage and Educate the Family.
13: Conclusion.
14: Pulling It All Together: The Successful Management and Transfer of Wealth across Generations.
List of Essay Writers.
List of Figures and Tables.
About the Authors.
About the Raffles Family Wealth Trust.
About Northwood Family Office.