Family Wealth Management: Seven Imperatives For Successful Investing

Mark Haynes Daniell, Tom McCullough (Autoren)

Buch | Hardcover

532 Seiten

2023 | Second Edition
World Scientific Publishing Co Pte Ltd (Verlag)
978-981-12-6589-1 (ISBN)

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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.

Erscheinungsdatum	03.08.2023
Verlagsort	Singapore
Sprache	englisch
Themenwelt	Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung
ISBN-10	981-12-6589-5 / 9811265895
ISBN-13	978-981-12-6589-1 / 9789811265891
Zustand	Neuware