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Strategy for the Wealthy Family
Seven Principles to Assure Riches to Riches Across Generations
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Beschreibung:
"An excellent and comprehensive approach to the strategies requiredto understand, protect and grow family wealth acrossgenerations."
John Evans
Managing Editor
Private Banker International
"Strategy for the Wealthy Family expands the field of wealthplanning and management by exploring beyond just financial concernsto consider critical human issues such as philanthropy and familyleadership."
Professor Randel S. Carlock, Ph.D., INSEAD Business School
Berghmans Lhoist Chaired Professor in EntrepreneurialLeadership
Director, Wendel International Centre for Family Enterprise
"The first book I have ever seen which fully addresses theall-important human side of the wealthy family as well as thefinancial aspects of family wealth management...an important bookfor any family, no matter how much wealth they have."
Vivian Imerman
Entrepreneur
"Strategy for the Wealthy Family is a brilliant source of insightand information covering all aspects of family wealth management.This book is a perfect companion for private bankers, wealthmanagers, and wealthy families."
Christopher Wilson
Managing Partner
Family Office Trust
"...a complete work of art for the wealthy."
R Jayachandran
Chairman
Aquarius Investment Advisors
John Evans
Managing Editor
Private Banker International
"Strategy for the Wealthy Family expands the field of wealthplanning and management by exploring beyond just financial concernsto consider critical human issues such as philanthropy and familyleadership."
Professor Randel S. Carlock, Ph.D., INSEAD Business School
Berghmans Lhoist Chaired Professor in EntrepreneurialLeadership
Director, Wendel International Centre for Family Enterprise
"The first book I have ever seen which fully addresses theall-important human side of the wealthy family as well as thefinancial aspects of family wealth management...an important bookfor any family, no matter how much wealth they have."
Vivian Imerman
Entrepreneur
"Strategy for the Wealthy Family is a brilliant source of insightand information covering all aspects of family wealth management.This book is a perfect companion for private bankers, wealthmanagers, and wealthy families."
Christopher Wilson
Managing Partner
Family Office Trust
"...a complete work of art for the wealthy."
R Jayachandran
Chairman
Aquarius Investment Advisors
Preface.
Dedication.
Acknowledgments.
Introduction.
Mastering the Challenge of Family Wealth: Seven Principles ofStrategy for the Wealthy Family.
PRINCIPLE 1: A FRAMEWORK FOR FAMILY STRATEGY.
1. The Elements of Strategy.
2. Defining True Family Wealth.
3. Categories of Financial Wealth and their Implications.
4. Evolution Across Generations.
5. Process and Content of Family Strategy.
PRINCIPLE 2: FAMILY ORGANISATION AND LEADERSHIP.
6. Family Identity, Vision and Values.
7. Organization, Governance and the Family Constitution.
8. "Heir Conditioning": Preparing the Next Generation.
9. The Family "Eco-System".
10. The Family Office.
11. Family Leadership and Engagement.
PRINCIPLE 3: FAMILY WEALTH PRESERVATION.
12. The Lessons of Risk and History.
13. Financial Discipline and Distribution Patterns.
14. Tax Management and Asset Structuring.
15. Establishing and Managing a Trust System.
16. Estate Planning and Ethical Will.
17. Risks To Family Wealth and Well-being.
PRINCIPLE 4: FAMILY WEALTH MANAGEMENT.
18. The Investment Process.
19. Investment Profile and Investment Objectives.
20. Understanding Asset Classes.
21. Strategic Asset Allocation.
22. Performance Reporting, Portfolio Risk and Cost Control.
23. Private Banks, MFO's and Elite Family InvestmentManagers.
PRINCIPLE 5: THE FAMILY BUSINESS.
24. The Importance and Performance of FamilyBusinesses.
25. Family Issues in Business Strategy.
26. Strategic Success for a Family Business.
27. Managing the Family in a Family Business.
28. Family Business Role in Family Wealth Management.
PRINCIPLE 6: EFFECTIVE PHILANTHROPY.
29. The History of Generosity.
30. New Philosophy and Practices of Philanthropy.
31. Practicalities and Benefits of Family Giving.
PRINCIPLE 7: LIVING A TRULY WEALTHY LIFE.
32. Mastering the Individual Challenges of Family Wealth.
PRINCIPLES IN ACTION: PRACTICAL EXAMPLES OF
STRATEGY DOCUMENTS FOR THE WEALTHY FAMILY.
Introduction
Example 1a: Family Strategy Document for a Category I (US$5million) Family.
Example 1b: Family Strategy Document (Full Version) for aCategory III (US$500 million) Family.
Example 2: Family Constitution.
Example 3: Trust Deed and Letter of Wishes.
Example 4: Investment Policy Statement.
Example 5: Family Business Strategy: Executive Summary.
Example 6: Philanthropic Foundation Document.
Example 7: Ethical Will.
Bibliography.
Index.
Dedication.
Acknowledgments.
Introduction.
Mastering the Challenge of Family Wealth: Seven Principles ofStrategy for the Wealthy Family.
PRINCIPLE 1: A FRAMEWORK FOR FAMILY STRATEGY.
1. The Elements of Strategy.
2. Defining True Family Wealth.
3. Categories of Financial Wealth and their Implications.
4. Evolution Across Generations.
5. Process and Content of Family Strategy.
PRINCIPLE 2: FAMILY ORGANISATION AND LEADERSHIP.
6. Family Identity, Vision and Values.
7. Organization, Governance and the Family Constitution.
8. "Heir Conditioning": Preparing the Next Generation.
9. The Family "Eco-System".
10. The Family Office.
11. Family Leadership and Engagement.
PRINCIPLE 3: FAMILY WEALTH PRESERVATION.
12. The Lessons of Risk and History.
13. Financial Discipline and Distribution Patterns.
14. Tax Management and Asset Structuring.
15. Establishing and Managing a Trust System.
16. Estate Planning and Ethical Will.
17. Risks To Family Wealth and Well-being.
PRINCIPLE 4: FAMILY WEALTH MANAGEMENT.
18. The Investment Process.
19. Investment Profile and Investment Objectives.
20. Understanding Asset Classes.
21. Strategic Asset Allocation.
22. Performance Reporting, Portfolio Risk and Cost Control.
23. Private Banks, MFO's and Elite Family InvestmentManagers.
PRINCIPLE 5: THE FAMILY BUSINESS.
24. The Importance and Performance of FamilyBusinesses.
25. Family Issues in Business Strategy.
26. Strategic Success for a Family Business.
27. Managing the Family in a Family Business.
28. Family Business Role in Family Wealth Management.
PRINCIPLE 6: EFFECTIVE PHILANTHROPY.
29. The History of Generosity.
30. New Philosophy and Practices of Philanthropy.
31. Practicalities and Benefits of Family Giving.
PRINCIPLE 7: LIVING A TRULY WEALTHY LIFE.
32. Mastering the Individual Challenges of Family Wealth.
PRINCIPLES IN ACTION: PRACTICAL EXAMPLES OF
STRATEGY DOCUMENTS FOR THE WEALTHY FAMILY.
Introduction
Example 1a: Family Strategy Document for a Category I (US$5million) Family.
Example 1b: Family Strategy Document (Full Version) for aCategory III (US$500 million) Family.
Example 2: Family Constitution.
Example 3: Trust Deed and Letter of Wishes.
Example 4: Investment Policy Statement.
Example 5: Family Business Strategy: Executive Summary.
Example 6: Philanthropic Foundation Document.
Example 7: Ethical Will.
Bibliography.
Index.