Title
Family Wealth Management: Seven Imperatives For Successful Investing In The New World Order
Delivery time: 8-12 business days (International)
Introducing A Fresh Perspective On Wealth Management, With Proven Solutions To The Challenges Of Preserving Wealth And Investing Well In Turbulent Timesfamily Wealth Management Is Coauthored By Two Experts In The Field Of Private Wealth One, A Former Director Of Bain & Company And The Chairman Of Two Of The World'S Largest Family Trusts, And The Other, A Ceo Of A Leading Global Family Office And Professor Of Finance From University Of Toronto. The Book Introduces You To A Unique Model Of Wealth Management That Produces The Desired Return Outcomes While Being Consistent With A Family'S Overarching Goals And Values. The Approach Combines The Best Traditional Investment And Portfolio Management Practices With Innovative New Approaches Designed To Successfully Navigate Through Economic Climates Both Fair And Foul. While The Authors Address The Critical Hard Issues Of Asset Management, They Also Emphasize Important Soft Issues Of Working With Families To Ensure That Actions Are Congruent With Objectives, In Alignment With Family Governance Principles And Designed To Help Sustain And Grow Family Wealth Over Multiple Generations.The Authors Provide Clear Guidance On How To Master Each Component. How To Establish Clear Family Vision, Values, And Goals As A Critical Foundation To A Sound Wealth Management Strategy How To Establish A Practical, Integrated Investment Framework That Will Ensure A Consistent, Disciplined Approach In All Environments How To Set A Longterm Family Wealth Strategy And Define An Asset Allocation Model That Will Produce The Desired Results How To Draft An Annual Investment Policy Statement And Refine The Investment Tactics Based On Capital Markets Trends And Changes In The Familys Circumstance How To Effectively Monitor Performance And Respond To The Need For Change How To Carefully Select And Manage An Ecosystem Of Experienced, Trusted Financial Advisors Who Will Provide Critical Guidance Through Challenging Period Ahead How To Successfully Engage And Educate The Family To Preserve And Enhance The Familys Financial Wealth And Human Capital Over The Generations
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Shipping & Returns
Shipping
We ship your order within 2–3 business days for USA deliveries and 5–8 business days for international shipments. Once your package has been dispatched from our warehouse, you'll receive an email confirmation with a tracking number, allowing you to track the status of your delivery.
Returns
To facilitate a smooth return process, a Return Authorization (RA) Number is required for all returns. Returns without a valid RA number will be declined and may incur additional fees. You can request an RA number within 15 days of the original delivery date. For more details, please refer to our Return & Refund Policy page.
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If you believe you have received a defective product, or are experiencing any problems with your product, please contact us.
This warranty strictly does not cover damages that arose from negligence, misuse, wear and tear, or not in accordance with product instructions (dropping the product, etc.).
Warranty
We provide a 2-year limited warranty, from the date of purchase for all our products.
If you believe you have received a defective product, or are experiencing any problems with your product, please contact us.
This warranty strictly does not cover damages that arose from negligence, misuse, wear and tear, or not in accordance with product instructions (dropping the product, etc.).
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Secure Payment
Your payment information is processed securely. We do not store credit card details nor have access to your credit card information.
We accept payments with :
Visa, MasterCard, American Express, Paypal, Shopify Payments, Shop Pay and more.