Home » » Mark Haynes Daniell » Family Wealth Management

October 29 , 2007

Family Wealth Management

Seven Imperatives for Successful Investing in the New World Order


Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times

Download doc

Read also

Cratylus - PLATO

There is a well-known saying that the whole of Western Philosophy is footnotes of Plato. This is because his writings have set the schema that philosophy can be said to have followed ever since. Following under the teachings of Socrates, Plato's works are among the world's greatest literature. Cratylus is of opinion that a name is either a true…

Family 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 addressthe 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 establishclear 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 long-term 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 family’s 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 family’s financial wealth and human capital over the generations
Show more...

How to download book

Buy this book

You can buy this book now only for $45.39. This is the lowest price for this book.

Buy book

Download book free

If you want to download this book for free, please register, approve your account and get one book for free.


After that you may download book «Family Wealth Management»:

Download FB2:


Download XML Book:


Download Adobe DRM: