Description - Family Wealth Management by Mark Haynes Daniell
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
Buy Family Wealth Management by Mark Haynes Daniell from Australia's Online Independent Bookstore, BooksDirect.
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