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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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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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 :
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Frequently Asked Questions
- Q: What is the main focus of 'Family Wealth Management'? A: The book focuses on providing a fresh perspective on wealth management, offering proven solutions for preserving wealth and investing effectively during turbulent economic times.
- Q: Who are the authors of this book? A: The book is coauthored by Mark Haynes Daniell, a former director at Bain & Company and chairman of major family trusts, and a CEO of a leading global family office who is also a professor of finance at the University of Toronto.
- Q: What unique model of wealth management does the book introduce? A: It introduces a model that aligns investment strategies with a family's goals and values, combining traditional investment practices with innovative approaches for various economic climates.
- Q: How does the book address both hard and soft issues in wealth management? A: The authors discuss critical hard issues like asset management while also emphasizing soft issues such as family governance and the importance of congruence between actions and family objectives.
- Q: What practical guidance does the book offer for families? A: It provides guidance on establishing a clear family vision, creating an integrated investment framework, developing a long-term wealth strategy, and selecting trusted financial advisors.
- Q: What is the significance of an annual investment policy statement? A: The book highlights the importance of drafting an annual investment policy statement to refine investment tactics based on market trends and changes in the family's circumstances.
- Q: How many pages does the book have? A: The book contains 352 pages, providing a comprehensive exploration of wealth management strategies.
- Q: What is the binding type of this book? A: The book is available in hardcover binding, which is durable and suitable for long-term use.
- Q: When was 'Family Wealth Management' published? A: The book was published on November 18, 2013.
- Q: Is this book suitable for families unfamiliar with wealth management? A: Yes, the book is designed to educate families, making it accessible for those unfamiliar with wealth management concepts while providing clear strategies for preserving and enhancing wealth.