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Author: Charlotte B. Beyer Publisher: John Wiley & Sons ISBN: 1119403693 Category : Business & Economics Languages : en Pages : 208
Book Description
You are the CEO of My Wealth, Inc. — so Take Charge! Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc. this book offers all-in-one guidance for anyone ready to take charge of their finances. This revised and expanded version has been updated with NEW information, for women investors who seek the best advisor, older investors who confront investment choices, and a discussion on both robo-advisors and the impact of your wealth on your children. The companion website includes new interactive diagnostics to help you get started, assess your progress and then see how you compare to others who face similar challenges. By stripping away industry tech-speak and the all-too-common self-promotion, you will: Understand the difference between advisor and money manager Learn the best questions to ask when interviewing an advisor Dissect fee disclosure statements and conflicts of interest Find out if you might be a do-it-yourself investor and learn why that might make sense for your personality The wealth management industry has undergone massive change over the past 25 years. New services or products spring up, yet impenetrable language and marketing hype leave you with precious little practical information. In two or three hours of reading made easier thanks to the bold, often amusing illustrations, you will be a far smarter investor, not by learning the jargon but by applying common sense and insisting on clearer communications from your advisor. You and your advisor can create an even stronger and long lasting partnership by reading this book together. Wealth Management Unwrapped is like a powerful GPS, whether you're a novice or sophisticated investor, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you.
Author: Charlotte B. Beyer Publisher: John Wiley & Sons ISBN: 1119403693 Category : Business & Economics Languages : en Pages : 208
Book Description
You are the CEO of My Wealth, Inc. — so Take Charge! Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc. this book offers all-in-one guidance for anyone ready to take charge of their finances. This revised and expanded version has been updated with NEW information, for women investors who seek the best advisor, older investors who confront investment choices, and a discussion on both robo-advisors and the impact of your wealth on your children. The companion website includes new interactive diagnostics to help you get started, assess your progress and then see how you compare to others who face similar challenges. By stripping away industry tech-speak and the all-too-common self-promotion, you will: Understand the difference between advisor and money manager Learn the best questions to ask when interviewing an advisor Dissect fee disclosure statements and conflicts of interest Find out if you might be a do-it-yourself investor and learn why that might make sense for your personality The wealth management industry has undergone massive change over the past 25 years. New services or products spring up, yet impenetrable language and marketing hype leave you with precious little practical information. In two or three hours of reading made easier thanks to the bold, often amusing illustrations, you will be a far smarter investor, not by learning the jargon but by applying common sense and insisting on clearer communications from your advisor. You and your advisor can create an even stronger and long lasting partnership by reading this book together. Wealth Management Unwrapped is like a powerful GPS, whether you're a novice or sophisticated investor, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you.
Author: Charlotte B. Beyer Publisher: CFA Institute Research Foundation ISBN: 1944960686 Category : Business & Economics Languages : en Pages : 65
Book Description
Adapted from Charlotte Beyer’s 2017 book, Wealth Management Unwrapped, Revised and Expanded, comes a new term—relationship alpha (α), a competitive advantage for firms serving private clients and more predictive and longer lasting than traditional measures like alpha or beta. While Beyer’s book is addressed to investors, the Appendix (reprinted here) is addressed to advisors. Each of the “10 Principles of Principal” Beyer presents for investors has a corollary that a firm can apply to its management processes, culture, marketing methods, and client service protocols. Expanding on these 10 best practices, the author explains how relationship a can be securely and successfully embedded into a firm’s everyday activities, earning the trust and loyalty of private clients.
Author: Charles A. Lowenhaupt Publisher: Bloomsbury Publishing USA ISBN: 1440865531 Category : Business & Economics Languages : en Pages : 171
Book Description
Wealth should never consume or imprison the wealth holder, but it can. This book provides solutions to the issues many wealth inheritors encounter, including problems with trust, family wealth secrets, and family legacy. The next generation may witness one of the largest transfers of wealth in history. By one estimate, millennials and Generation Z are set to inherit $30 trillion over the next 30 years. The sudden inheritance of significant wealth creates a variety of challenges that seem counterintuitive and can be difficult to understand and deal with, making inheritors of wealth feel isolated from friends and colleagues. Meanwhile, the wealth industry is fed by revenue paid by wealth owners, not inheritors, causing misalignment of priorities and generational conflict. The Wise Inheritor's Guide to Freedom from Wealth helps readers to put their new wealth in perspective, preparing them to lead inspired lives of self-actualization and freedom. As a third-generation wealth counselor and industry leader, Charles A. Lowenhaupt has helped wealth creators and inheritors to manage almost every imaginable challenge, including marital tension, family dysfunction, and addiction. Few people actually have the knowledge and experience to figure out the purpose of wealth and set it on its course. In this book, he helps wealth inheritors to develop a healthy relationship with wealth at a young age, thus enabling readers to live in harmony with both their wealth and their families.
Author: Kirby Rosplock Publisher: John Wiley & Sons ISBN: 1119694000 Category : Business & Economics Languages : en Pages : 487
Book Description
Discover new insights on how to setup, manage, and advise wealthy families and their family offices The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series. This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs. This book teaches those who advise family offices and wealthy families on: · How to setup, structure, and advise a family office · Current compliance, fiduciary and risk management practices for a family office · Forward-thinking investment management, estate planning, and private trust company considerations · Fresh insights on philanthropy, legacy, and impact investing · Best practices to managing family wealth education and preparing next generation owners · New insights on family governance, strategic planning, and succession · Methods to create a family constitution, mission, and vision for families and their family offices. The Complete Family Office Handbook provides the most comprehensive, current research, practical guidance, and approaches from leading family offices from around the globe and illustrates, by way of practical case studies and examples, how families can effectively manage their wealth for the long term.
Author: The Family Firm Institute, Inc Publisher: John Wiley & Sons ISBN: 1118730917 Category : Business & Economics Languages : en Pages : 192
Book Description
A thorough explanation of how family enterprises work The family enterprise, whether an operating business, a family office, or both, is the backbone of the US and international economies. These enterprises cut across industries and geographies and can be first-generation entrepreneurial companies or multi-generational businesses with family offices. This book offers a foundation in and understanding of how family enterprises work, including working definitions and the key characteristics of family enterprises, as well as useful concepts for working with and in family enterprises, either as a professional or as a family member. Written by the experts at the Family Firm Institute, a global network of professionals, educators, researchers, and owners of family enterprises An ideal resource for professionals in law, finance, management, and behavioral science, family office and fund managers, and others interested in an multidisciplinary approach to this field
Author: Okan Duru Publisher: Routledge ISBN: 1351864777 Category : Business & Economics Languages : en Pages : 241
Book Description
The shipping business is a lesser-known industry, but it is an extremely influential element in the global economy. This book provides a snapshot of the shipping business with micro-foundations from the perspectives of institutional and behavioural economics while uncovering hidden facts about the industry. Rather than spending a great deal of time reading many books or consulting costly advisors about fundamental issues, readers can quickly and easily find core concepts examined from multiple perspectives. They will certainly enjoy the engaging, narrative-driven content and learn many surprising truths about this fascinating business.
Author: Charlotte B. Beyer Publisher: Createspace Independent Publishing Platform ISBN: 9781727065022 Category : Languages : en Pages : 126
Book Description
In my career on Wall Street, then as founder of a successful entrepreneurial venture, the Institute for Private Investors, I discovered how vital it is to build community in any group or team. But exactly how does that happen? In this workbook, I share a possible recipe, what I have learned from my own Principle Quest and leading retreats for women since 2012. Racial justice and gender equity are urgent challenges for us all. You may be considering being a facilitator of a retreat or using one of these formats in your own workplace or community. I am thrilled! I am excited to think that building community becomes better understood, an explicit goal of work teams, events and various groups - and not just for women-only groups. What you will find in this workbook are tools, formats and tips for creating that climate of a safe and more intimate community. As you read, I hope you will feel confident and well prepared to introduce these concepts and exercises within your own network of colleagues and friends. By providing you with these tools to build a safe community, facilitate a retreat, or lead a team, my hope is that you relish your own journey, find your deepest wisdom, feel empowered - and most importantly, learn how we can change our world into a more just and sustainable environment for everyone.
Author: Nicholas Dunbar Publisher: Harvard Business Press ISBN: 1422143163 Category : Business & Economics Languages : en Pages : 310
Book Description
A compelling narrative on what went wrong with our financial system—and who’s to blame. From an award-winning journalist who has been covering the industry for more than a decade, The Devil’s Derivatives charts the untold story of modern financial innovation—how investment banks invented new financial products, how investors across the world were wooed into buying them, how regulators were seduced by the political rewards of easy credit, and how speculators made a killing from the near-meltdown of the financial system. Author Nicholas Dunbar demystifies the revolution that briefly gave finance the same intellectual respectability as theoretical physics. He explains how bankers worldwide created a secret trillion-dollar machine that delivered cheap mortgages to the masses and riches beyond dreams to the financial innovators. Fundamental to this saga is how “the people who hated to lose” were persuaded to accept risk by “the people who loved to win.” Why did people come to trust and respect arcane financial tools? Who were the bankers competing to assemble the basic components into increasingly intricate machines? How did this process achieve its own unstoppable momentum—ending in collapse, bailouts, and a public outcry against the giants of finance? Provocative and intriguing, The Devil’s Derivatives sheds much-needed light on the forces that fueled the most brutal economic downturn since the Great Depression.
Author: Susumu Kawamura Publisher: John Wiley & Sons ISBN: 9780471350934 Category : Technology & Engineering Languages : en Pages : 724
Book Description
Completely up-to-date coverage of water treatment facility design and operation This Second Edition of Susumu Kawamura's landmark volume offerscomprehensive coverage of water treatment facility design, from thebasic principles to the latest innovations. It covers a broadspectrum of water treatment process designs in detail and offersclear guidelines on how to choose the unit, process, and equipmentthat will maximize overall efficiency and minimize maintenancecosts. This book also explores many important operational issuesthat affect today's plant operators and facility designers. This new edition introduces several new subjects, including valueengineering, watershed management, dissolved air flotation process,filtered reservoir (clearwell) design, and electrical systemdesign. It provides expanded and updated coverage of objectives forfinished water quality, instrumentation and control, disinfectionprocess, ozonation, disinfection by-product control, the GACprocess, and the membrane filtration process. Other importantfeatures of this Second Edition include: * Practical guidance on the design of every water treatment plantcomponent * New information on plant layout, cost estimation, sedimentationissues, and more * English and SI units throughout * Help in designing for compliance with water treatment-relatedgovernment regulations Supplemented with hundreds of illustrations, charts, and tables,Integrated Design and Operation of Water Treatment Facilities,Second Edition is an indispensable, hands-on resource for civilengineers and managers, whether working on new facilities orredesigning and rebuilding existing facilities.
Author: Al Roker Publisher: Penguin ISBN: 0451414942 Category : Biography & Autobiography Languages : en Pages : 289
Book Description
The popular television personality discusses his battle with weight loss, describing his initial successes after bypass surgery, his efforts to get back on track after regaining lost weight, and his confrontation with goal-compromising childhood issues.
Author: Charlotte B. Beyer
Author: Charlotte B. Beyer
Author: Charlotte B. Beyer
Author: Charles A. Lowenhaupt
Author: Kirby Rosplock
Author: The Family Firm Institute, Inc
Author: Okan Duru
Author: Charlotte B. Beyer
Author: Nicholas Dunbar
Author: Susumu Kawamura
Author: Al Roker