| INTERNATIONAL STANDARD BOOK NUMBER |
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| International Standard Book Number |
9780470824290 |
| INTERNATIONAL STANDARD BOOK NUMBER |
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| International Standard Book Number |
0470824298 |
| DEWEY DECIMAL CLASSIFICATION NUMBER |
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| Call number |
332.024 DA FA |
| MAIN ENTRY--PERSONAL NAME |
|---|
| Authors |
Daniell, Mark Haynes. |
| TITLE STATEMENT |
|---|
| Title |
Family wealth management : |
| Subtitle |
seven imperatives for successful investing in the new world order / |
| Statement of responsibility, etc |
Mark Haynes Daniell; Tom McCullough. |
| PUBLICATION, DISTRIBUTION, ETC. (IMPRINT) |
|---|
| Place of publication |
Singapore : |
| Publisher |
John Wiley & Sons Singapore Pte Ltd, |
| Date |
2013. |
| PHYSICAL DESCRIPTION |
|---|
| Extent |
xxx, 445 p. : |
| Other Details |
ill. ; |
| Size |
24 cm. |
| GENERAL NOTE |
|---|
| General note |
Includes index. |
| CONTENTS |
|---|
| 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. |
| SUMMARY |
|---|
| Summary |
Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times, this book introduces you to a model of wealth management that produces the desired return outcomes while being consistent with a family's overarching goals and values. |
| SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical Heading |
Wealth |
| General |
Management. |
| SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical Heading |
Investments. |
| SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical Heading |
Families |
| General |
Economic aspects. |
| ADDED ENTRY |
|---|
| Name |
McCullough, Tom. |
| ELECTRONIC LOCATION AND ACCESS |
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| Uniform Resource Identifier |
https://uowd.box.com/s/pt7ua7snw6ozp2esihutqufazw66gc49 |
| Public note |
Location Map |
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47953 |
| SUBJECT ADDED ENTRY--TOPICAL TERM |
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47954 |
| SUBJECT ADDED ENTRY--TOPICAL TERM |
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348 |
| SUBJECT ADDED ENTRY--TOPICAL TERM |
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47955 |
| ADDED ENTRY |
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47956 |