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Strategy for the wealthy family: seven principles to assure riches to riches across generations

Author: Daniell, Mark Haynes Publisher: Wiley, 2008.Language: EnglishDescription: 496 p. ; 24 cm.ISBN: 9780470823101Type of document: BookBibliography/Index: Includes bibliographical references and index
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Item type Current location Collection Call number Status Date due Barcode Item holds
Book Asia Campus
Main Collection
Print HD62.25 .D36 2008
(Browse shelf)
Available 900182997
Total holds: 0

Includes bibliographical references and index


TABLE OF CONTENTS Preface Dedication Acknowledgments Introduction Mastering the Challenge of Family Wealth 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 Organization 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. Private Banks, MFOs, and Elite Family Investment Managers 12. Family Leadership and Engagement Principle 3: Family Wealth Preservation 13. 14. 15. 16. 17. 18. The Lessons of Risk and History Financial Discipline and Distribution Patterns Tax Management and Asset Structuring Establishing and Managing a Trust System Estate Planning and the Ethical Will Risks to Family Wealth and Wellbeing 11 13 21 29 37 45 53 Strategy for the Wealthy Family Strategy for the Wealthy Family xi m ... 55 65 79 97 117 127 147 155 157 167 173 189 20 1 21 1 Principle 4: Family Wealth Management 19. 20. 2 1. 22. 23. The Wealth Management Process Investor Profile and Objectives Strategic Asset Allocation Tactical Selection of Investments Risk and Cost Management Principle 5: The Family Business 24. 25. 26. 27. 28. The Importance and Performance of Family Businesses Family Issues in Business Strategy Strategic Success for a Family Business Managing the Family in a Family Business Family Business Role in Family Wealth Management Principle 6: Effective Philanthropy 29. The History of Generosity 30. New Philosophy and Approaches to Philanthropy 3 1. 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 la: Family Strategy Document for a Category I (US$5 million) Family Example lb: Family Strategy Document (Full Version) for a Category 111 (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

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