Family Wealth Management: Seven Imperatives for Successful Investing (Second Edition)

The successful management of family wealth has always been a challenge, even in the best of times. Requiring a careful balance of both family and financial considerations, the investment of family wealth for both lifetime and legacy purposes has become even more difficult in an increasingly complex world.Family Wealth Management addresses a family's philosophy of wealth, the development and prioritization of goals, and the understanding, structuring and allocation financial assets. In addition, the authors provide clear insights on the specifics of investment management and engaging and educating the family and its members in wealth management.The seven imperatives, which make up the core of the book, serve as both a guide to the critical insights necessary for successful family wealth management, and also serve as a step-by-step process to help families develop and implement their own unique investment strategies, and achieve the full set of their family's related objectives.Comprehensive, practical, and easy to apply, this work can serve as an important reference guide for family members and their wealth managers around the world for this immediate period -- and for many years to come.

Author: Mark Haynes Daniell, Tom McCullough
Publisher: World Scientific Publishing Company
Published: 08/14/2023
Pages: 532
Binding Type: Paperback
Weight: 1.39lbs
Size: 9.00h x 6.00w x 1.31d
ISBN13: 9789811267161
ISBN10: 9811267162
BISAC Categories:
- Business & Economics | Finance | Wealth Management
- Business & Economics | Investments & Securities | General