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Family capital : working with wealthy families to manage their money across generations /
"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...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
John Wiley & Sons, Inc.,
2016.
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| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- Prologue: The Titan Family in America
- Preparation and Use
- The Extended Titan Family
- The Titan Family Tree.
- Chapter 1. George Titan III and His Catastrophic Mistake
- Preparation and Use
- How Not to Manage Your Family's Money
- The Mistakes George Made
- What a Good Advisor Could Have Done for the Titans.
- Chapter 2. Ned and Rose Succeed Jake as Co-Heads of the Family
- Ned and Rose React to George III's Decision to Sell Equities
- Jake Picks Ned and Rose as Co-Heads of His Branch of the Titan Family
- What the Regional Brokerage Firm Could Have Done Better.
- Chapter 3. The Titans Search for and Engage a New Financial Advisor
- Preparation and Use
- How the Titans Conducted Their Search
- Concluding the Search.
- Chapter 4. First Meeting: Governance, Investment Strategy and Other Introductory Matters
- Preparation and Use
- First Meeting with the Titan's New Advisor.
- Chapter 5. The Titans Create an Investment Policy Statement
- Preparation and Use
- The Titan Family Meeting.
- Chapter 6. Establishing the Titan Family's Investment Objectives
- Preparation and Use
- The Titan Family's Version of Their Investment Objectives.
- Chapter 7. The Titans Grapple with Asset Allocation
- Preparation and Use
- The Asset Allocation Meeting.
- Chapter 8. The Manager Search Meeting
- Preparation and Use
- The Manager Selection Meeting.
- Chapter 9. Reviewing the Performance of the Investment Accounts
- Preparation and Use
- The Performance Reporting Meeting.
- Chapter 10. Miscellaneous Investment-Related Discussions
- Preparation and Use
- Family Investment Education
- Adding Value to the Titan Family Portfolio
- Investment Committees
- Socially Responsible Investing.
- Chapter 11. Miscellaneous Non-Investment Discussions
- Preparation and Use
- Hiring a Custodian
- Family Limited Partnerships
- Family Philanthropy
- The Family Office
- How Much to Leave the Kids
- Inequality and Wealth.