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082			_a332.024 DA FA
100			_aDaniell, Mark Haynes. _947953
245	1	0	_aFamily wealth management : _bseven imperatives for successful investing in the new world order / _cMark Haynes Daniell; Tom McCullough.
260			_aSingapore : _bJohn Wiley & Sons Singapore Pte Ltd, _c2013.
300			_axxx, 445 p. : _bill. ; _c24 cm.
500			_aIncludes index.
505	0		_aSetting 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.
520			_aIntroducing 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.
650		7	_aWealth _xManagement. _947954
650		7	_aInvestments. _9348
650		7	_aFamilies _xEconomic aspects. _947955
700			_aMcCullough, Tom. _947956
856			_uhttps://uowd.box.com/s/pt7ua7snw6ozp2esihutqufazw66gc49 _zLocation Map
942			_cREGULAR _2ddc