Author: William M. McGovernPublisher:
ISBN:
Category :
Languages : en
Pages : 214
Book Description
204. Family Wealth Transactions
Author: William M. McGovernFamily Wealth Transactions: Wills, Trusts, Future Interests, and Estate Planning
Author: Jesse DukeminierPublisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 1224
Book Description
Family Wealth Transactions
Author: Jesse DukeminierPublisher:
ISBN: 9780316195072
Category : Law
Languages : en
Pages :
Book Description
Family Wealth Transactions
Author: Jesse DukeminierPublisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 1480
Book Description
Family Wealth Management
Author: Mark Haynes DaniellPublisher: John Wiley & Sons
ISBN: 0470829087
Category : Business & Economics
Languages : en
Pages : 480
Book Description
Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times 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 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 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
Materials for Family Wealth Transactions
Author: Jesse DukeminierPublisher:
ISBN:
Category : Estate planning
Languages : en
Pages :
Book Description
Family Wealth Transactions
Author: Jesse DukeminierPublisher: Aspen Publishers
ISBN: 9780316195133
Category : Estate planning
Languages : en
Pages : 105
Book Description
Wealth in Families
Author: Charles W. CollierPublisher:
ISBN:
Category : Charitable giving
Languages : en
Pages : 127
Book Description
Announcement
Author: University of California, Los Angeles. School of DentistryPublisher:
ISBN:
Category : Law
Languages : en
Pages : 40
Book Description
Tax Planning for Family Wealth Transfers
Author: Howard M. ZaritskyPublisher:
ISBN: 9780791346341
Category : Estate planning
Languages : en
Pages :
Book Description