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Family Capital : Working with Wealthy Families to Manage Their Money Across Gen
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eBay-Artikelnr.:336321680733
Artikelmerkmale
- Artikelzustand
- ISBN
- 9781119094135
Über dieses Produkt
Product Identifiers
Publisher
Wiley & Sons, Incorporated, John
ISBN-10
1119094135
ISBN-13
9781119094135
eBay Product ID (ePID)
219306197
Product Key Features
Book Title
Family Capital : Working with Wealthy Families to Manage Their Money Across Generations
Number of Pages
352 Pages
Language
English
Topic
Finance / General, Finance / Wealth Management, Economics / General, Investments & Securities / General, Personal Finance / General
Publication Year
2016
Genre
Business & Economics
Format
Hardcover
Dimensions
Item Height
1.2 in
Item Weight
18.9 Oz
Item Length
9.3 in
Item Width
6.4 in
Additional Product Features
Intended Audience
Trade
LCCN
2015-036772
Table Of Content
Preface ix The Titan Family x Organization of the Book xi A Note to Middle-Income Investors xiii Acknowledgments xv Prologue: The Titan Family in America xvii Preparation and Use xvii The Extended Titan Family xxii The Titan Family Tree xxvi Summary xxvi Note xxvi Chapter 1 George Titan III and His Catastrophic Mistake 1 Preparation and Use 1 How Not to Manage Your Family's Money 1 The Mistakes George Made 9 What a Good Advisor Could Have Done for the Titans 12 Summary 17 Notes 17 Chapter 2 Ned and Rose Succeed Jake as Co-Heads of the Family 19 Preparation and Use 19 Ned and Rose React to George III's Decision to Sell Equities 19 Jake Picks Ned and Rose as Co-Heads of His Branch of the Titan Family 21 What the Regional Brokerage Firm Could Have Done Better 35 Summary 38 Chapter 3 The Titans Search for and Engage a New Financial Advisor 39 Preparation and Use 39 How the Titans Conducted Their Search 39 Concluding the Search 46 Summary 50 Notes 51 Chapter 4 First Meeting: Governance, Investment Strategy, and Other Introductory Matters 53 Preparation and Use 53 First Meeting with the Titans' New Advisor 53 Summary 62 Note 62 Chapter 5 The Titans Create an Investment Policy Statement 63 Preparation and Use 63 The Titan Family Meeting 65 Summary 91 Notes 95 Chapter 6 Establishing the Titan Family's Investment Objectives 97 Preparation and Use 97 The Titan Family's Version of Their Investment Objectives 97 Summary 121 Notes 122 Chapter 7 The Titans Grapple with Asset Allocation 125 Preparation and Use 125 The Asset Allocation Meeting 126 Summary 164 Notes 165 Chapter 8 The Manager Search Meeting 167 Preparation and Use 167 The Manager Selection Meeting 168 Summary 206 Notes 207 Chapter 9 Reviewing the Performance of the Investment Accounts 209 Preparation and Use 209 The Performance Reporting Meeting 210 Summary 244 Notes 245 Chapter 10 Miscellaneous Investment-Related Discussions 247 Preparation and Use 247 Family Investment Education 247 Adding Value to the Titan Family Portfolio 256 Investment Committees 263 Socially Responsible Investing 266 Summary 270 Notes 272 Chapter 11 Miscellaneous Non-Investment Discussions 275 Preparation and Use 275 Hiring a Custodian 275 Family Limited Partnerships 280 Family Philanthropy 281 The Family Office 290 How Much to Leave the Kids 292 Inequality and Wealth 295 Summary 307 Notes 308 About the Website 311 About the Author 313 Index 315
Synopsis
A FIRSTHAND PERSPECTIVE ON FAMILY WEALTH MANAGEMENT BEST PRACTICES Family Capital is the refreshing new guide to managing wealth for the very rich. Instead of lectures and dry discussion, this vividly engaging book follows an archetypal wealthy family through several generations of fortune and misfortune to show you what effective family capital management looks like long term in the real world. You sit in on actual meetings between the family and its wealth advisers as they grapple with the many common challenges family investors face. Expert wealth adviser Gregory Curtis interjects revealing advice and insight along the way, explaining why each strategy is effective, and how you can put it to work for you. By the time the family's destiny has played out, you will be able to: Find your ideal wealth adviser Design and build your investment portfolio Monitor your investments and your adviser's performance Use trusts and other estate planning vehicles to your fullest benefit Family Capital provides you with an exclusive skill set of knowledge and online resources for guiding families out of the shirtsleeves-to-shirtsleeves cycle of wealth., The lifelong guide to effective family wealth management strategy Family Capital provides a unique and practical lesson on wealth management., The lifelong guide to effective family wealth management strategy Family Capital provides a unique and practical lesson on wealth management. Instead of lectures and dry discussion, this engaging book follows an archetypal wealthy family through several generations and collateral family units to show you what effective family capital management looks like long-term. You will actually listen in on meetings between the family and its wealth advisor as they grapple with the many challenges family investors face. Expert wealth advisor Gregory Curtis provides advice and insight along the way, explaining why each strategy is effective, and how you can put it to work for you. You'll learn how to find an advisor you can trust, how to evaluate their performance, and how you can take the lead role in managing your wealth with the right advisor by your side. Estate planning and portfolio design are explored thoroughly to help you understand what makes sense for your family, and the companion website provides important forms and additional resources that help you put your plan into action. You've worked hard and done well, but the work isn't over. It's important to protect your wealth and make the right decisions to ensure that your family capital remains strong enough to benefit future generations. This book gives you a lifelong guide to effective wealth management, with expert insight to answer your most pressing questions. Find your ideal wealth advisor Design and build your investment portfolio Monitor your investments and your advisor's performance Utilize trusts and other estate planning vehicles to your fullest benefit The best way to learn something new is to hear lived experiences alongside expert commentary. Family Capital provides real-world perspective balanced by professional context, so you can tailor your next move to best suit your own situation.
LC Classification Number
HG179.C848 2016
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Flamingo Dad Shack
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Verkäuferbewertungen (1.028)
- m***m- Bewertung vom Käufer.Letzte 6 MonateBestätigter KaufItem as described, fairly priced. Packed well & shipped fast. Great communication, easy transaction. Solid eBay seller, thanks!Wristwatch - Kelbert - Antimagnetic - Swiss Movement - Silver & Gold Tone (Nr. 335947086085)
- r***p (733)- Bewertung vom Käufer.Letzte 6 MonateBestätigter KaufFast shipping and great packaging! Item as described and at a great price! Awesome seller!Metallica Rock T-Shirt Black Color Skull Print 2022 Size Large (Nr. 336129010043)
- s***f (1641)- Bewertung vom Käufer.Letzter MonatBestätigter KaufPurchased for someone else. Recipient said it was as it was listed, received it earlier than expected. It was packaged well and thought it was a good value for the price. Recipient said it was perfect for the area it was purchased for and was very pleased.