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Gregory Curtis Family Capital (Hardback)
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eBay item number:235412226428
Item specifics
- Condition
- Brand New: A new, unread, unused book in perfect condition with no missing or damaged pages. See all condition definitionsopens in a new window or tab
- Book Title
- Family Capital : Working with Wealthy Families to Manage Their Money Across Generations
- Publication Name
- Family Capital
- Title
- Family Capital
- Subtitle
- Working with Wealthy Families to Manage Their Money Across Genera
- Format
- Hardcover
- EAN
- 9781119094135
- ISBN
- 9781119094135
- Publisher
- Wiley & Sons, Incorporated, John
- Genre
- Business & Economics
- Release Year
- 2016
- Release Date
- 26/02/2016
- Language
- English
- Country/Region of Manufacture
- US
- Item Height
- 1.2in
- Item Length
- 9.3in
- Item Width
- 6.4in
- Item Weight
- 18.9 Oz
- Publication Year
- 2016
- Topic
- Finance / General, Finance / Wealth Management, Economics / General, Personal Finance / General, Investments & Securities / General
- Number of Pages
- 352 Pages
About this product
Product Information
A FIRSTHAND PERSPECTIVE ON FAMILY WEALTH MANAGEMENT BEST PRACTICES Family Capital is the refreshing new guide to managing wealth for the very rich. Instead of lectures and dry discussion, this vividly engaging book follows an archetypal wealthy family through several generations of fortune and misfortune to show you what effective family capital management looks like long term in the real world. You sit in on actual meetings between the family and its wealth advisers as they grapple with the many common challenges family investors face. Expert wealth adviser Gregory Curtis interjects revealing advice and insight along the way, explaining why each strategy is effective, and how you can put it to work for you. By the time the family's destiny has played out, you will be able to: Find your ideal wealth adviser Design and build your investment portfolio Monitor your investments and your adviser's performance Use trusts and other estate planning vehicles to your fullest benefit Family Capital provides you with an exclusive skill set of knowledge and online resources for guiding families out of the shirtsleeves-to-shirtsleeves cycle of wealth.
Product Identifiers
Publisher
Wiley & Sons, Incorporated, John
ISBN-10
1119094135
ISBN-13
9781119094135
eBay Product ID (ePID)
219306197
Product Key Features
Book Title
Family Capital : Working with Wealthy Families to Manage Their Money Across Generations
Format
Hardcover
Language
English
Topic
Finance / General, Finance / Wealth Management, Economics / General, Personal Finance / General, Investments & Securities / General
Publication Year
2016
Genre
Business & Economics
Number of Pages
352 Pages
Dimensions
Item Length
9.3in
Item Height
1.2in
Item Width
6.4in
Item Weight
18.9 Oz
Additional Product Features
Lc Classification Number
Hg179.C848 2016
Table of Content
Preface ix The Titan Family x Organization of the Book xi A Note to Middle-Income Investors xiii Acknowledgments xv Prologue: The Titan Family in America xvii Preparation and Use xvii The Extended Titan Family xxii The Titan Family Tree xxvi Summary xxvi Note xxvi Chapter 1 George Titan III and His Catastrophic Mistake 1 Preparation and Use 1 How Not to Manage Your Family's Money 1 The Mistakes George Made 9 What a Good Advisor Could Have Done for the Titans 12 Summary 17 Notes 17 Chapter 2 Ned and Rose Succeed Jake as Co-Heads of the Family 19 Preparation and Use 19 Ned and Rose React to George III's Decision to Sell Equities 19 Jake Picks Ned and Rose as Co-Heads of His Branch of the Titan Family 21 What the Regional Brokerage Firm Could Have Done Better 35 Summary 38 Chapter 3 The Titans Search for and Engage a New Financial Advisor 39 Preparation and Use 39 How the Titans Conducted Their Search 39 Concluding the Search 46 Summary 50 Notes 51 Chapter 4 First Meeting: Governance, Investment Strategy, and Other Introductory Matters 53 Preparation and Use 53 First Meeting with the Titans' New Advisor 53 Summary 62 Note 62 Chapter 5 The Titans Create an Investment Policy Statement 63 Preparation and Use 63 The Titan Family Meeting 65 Summary 91 Notes 95 Chapter 6 Establishing the Titan Family's Investment Objectives 97 Preparation and Use 97 The Titan Family's Version of Their Investment Objectives 97 Summary 121 Notes 122 Chapter 7 The Titans Grapple with Asset Allocation 125 Preparation and Use 125 The Asset Allocation Meeting 126 Summary 164 Notes 165 Chapter 8 The Manager Search Meeting 167 Preparation and Use 167 The Manager Selection Meeting 168 Summary 206 Notes 207 Chapter 9 Reviewing the Performance of the Investment Accounts 209 Preparation and Use 209 The Performance Reporting Meeting 210 Summary 244 Notes 245 Chapter 10 Miscellaneous Investment-Related Discussions 247 Preparation and Use 247 Family Investment Education 247 Adding Value to the Titan Family Portfolio 256 Investment Committees 263 Socially Responsible Investing 266 Summary 270 Notes 272 Chapter 11 Miscellaneous Non-Investment Discussions 275 Preparation and Use 275 Hiring a Custodian 275 Family Limited Partnerships 280 Family Philanthropy 281 The Family Office 290 How Much to Leave the Kids 292 Inequality and Wealth 295 Summary 307 Notes 308 About the Website 311 About the Author 313 Index 315
Copyright Date
2016
Lccn
2015-036772
Intended Audience
Trade
Item description from the seller
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eBay item number:235412226428
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