| ISBN： | 9780470824290 (cloth) : |
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| 编目源： | DG1 DG1 IDEBK CUS UtOrBLW |
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| 语种代码： | eng |
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| 个人名称： | Daniell, Mark Haynes,1955- |
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| 题名： | Family wealth management : seven imperatives for successful investing in the new world order / edited by Mark Haynes Daniell, Tom McCullough. |
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| 出版发行项： | Singapore : Wiley, [2013] |
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| 载体形态： | xxx, 450 pages : illustrations ; 24 cm |
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| 书目附注： | Includes bibliographical references (pages 403-406) and index. |
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| 格式化内容附注： | Setting Out a New Approach to Family Wealth Management -- Arriving at a Point of Inflection in the History of Family Wealth -- Addressing the Differences between Private and Institutional Investing -- Reinforcing the Importance of a Disciplined Investment Process -- Documenting Family Philosophy, Vision, and Values -- Determining the Purpose of Wealth and Setting High-Level Financial Goals -- Structuring Assets and Aligning Investments to Serve Multiple Purposes -- Integrating the Family Business into Wealth Management Strategy -- Rethinking Modern Portfolio Theory, Considering Goals-Based Wealth Management -- Reviewing Different Approaches to Asset Allocation -- Comprehensive Risk Management -- The Elements of Long-Term Strategy -- Investing for the Future: Mega-Themes and Principled Investment Management -- Long-Term Strategy Document (Example) -- Drafting the Annual Investment Policy Statement and Refining Investment Tactics -- Rethinking the Role of Traditional Asset Classes -- Assessing Alternative Assets and the Search for Recurring Alpha -- Selecting Individual Investments and Investment Managers -- Investment Policy Statement (Example) -- Monitoring Performance against Internal Goals and External Benchmarks -- "White Water Investing" and the Management of Wealth in Turbulent Times -- Designing the Ecosystem and Selecting Advisors -- The Role of the Family Office -- Determining the Right Wealth Distribution Strategy -- Preparing the Family for Successful Management and Transfer of Wealth -- Pulling It All Together: The Successful Management and Transfer of Wealth Across Generations. |
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