000 01873nam a2200217 i 4500
001 9789811267161
005 20250414083508.0
008 240416t2024 xxu e 001 0 eng
020 _a9789811267161
037 _bWorld Scientific Publishing
_cUSD 48.00
037 _fBC Paperback
041 _aeng
072 7 _aBUS027030
_2bisacsh
100 1 _4A01
_aDaniell, Mark Haynes
245 1 0 _aFamily Wealth Management: Seven Imperatives For Successful Investing (Second Edition)
260 2 _bWorld Scientific
_c2023
520 _bThe 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.
521 _aProfessional and scholarly
540 _aFor sale with non-exclusive rights
_bWORLD
700 1 _4A01
_aMccullough, Tom
999 _c9983
_d9983