Sale!

Family Capital Working with Wealthy Families to Manage Their Money Across Generations 1st Edition by Gregory Curtis ISBN 1119094135 9781119094135

Original price was: $50.00.Current price is: $35.00.

Family Capital Working with Wealthy Families to Manage Their Money Across Generations 1st Edition Gregory Curtis Digital Instant Download

Author(s): Gregory Curtis
ISBN(s): 9781119094135, 1119094135
Edition: 1
File Details: PDF, 2.17 MB
Year: 2016
Language: english
SKU: EB-5677474 Category: Tag:

Family Capital Working with Wealthy Families to Manage Their Money Across Generations 1st Edition by Gregory Curtis – Ebook PDF Instant Download/Delivery: 1119094135, 9781119094135
Full download Family Capital Working with Wealthy Families to Manage Their Money Across Generations 1st Edition after payment

Product details:

ISBN 10: 1119094135
ISBN 13:  9781119094135
Author: Gregory Curtis

The lifelong guide to effective family wealth management strategy Family Capital provides a unique and practical lesson on wealth management. Instead of lectures and dry discussion, this engaging book follows an archetypal wealthy family through several generations and collateral family units to show you what effective family capital management looks like long-term. You will actually listen in on meetings between the family and its wealth advisor as they grapple with the many challenges family investors face. Expert wealth advisor Gregory Curtis provides advice and insight along the way, explaining why each strategy is effective, and how you can put it to work for you. You’ll learn how to find an advisor you can trust, how to evaluate their performance, and how you can take the lead role in managing your wealth with the right advisor by your side. Estate planning and portfolio design are explored thoroughly to help you understand what makes sense for your family, and the companion website provides important forms and additional resources that help you put your plan into action. You’ve worked hard and done well, but the work isn’t over. It’s important to protect your wealth and make the right decisions to ensure that your family capital remains strong enough to benefit future generations. This book gives you a lifelong guide to effective wealth management, with expert insight to answer your most pressing questions. Find your ideal wealth advisor Design and build your investment portfolio Monitor your investments and your advisor’s performance Utilize trusts and other estate planning vehicles to your fullest benefit The best way to learn something new is to hear lived experiences alongside expert commentary. Family Capital provides real-world perspective balanced by professional context, so you can tailor your next move to best suit your own situation.

Family Capital Working with Wealthy Families to Manage Their Money Across Generations 1st Table of contents:

Chapter 1: George Titan III and His Catastrophic Mistake
Preparation and Use
How Not to Manage Your Family’s Money
The Mistakes George Made
What a Good Advisor Could Have Done for the Titans
Summary
Notes
Chapter 2: Ned and Rose Succeed Jake as Co-Heads of the Family
Preparation and Use
Ned and Rose React to George III’s Decision to Sell Equities
Jake Picks Ned and Rose as Co-Heads of His Branch of the Titan Family
What the Regional Brokerage Firm Could Have Done Better
Summary
Chapter 3: The Titans Search for and Engage a New Financial Advisor
Preparation and Use
How the Titans Conducted Their Search
Concluding the Search
Summary
Notes
Chapter 4: First Meeting: Governance, Investment Strategy, and Other Introductory Matters
Preparation and Use
First Meeting with the Titans’ New Advisor
Summary
Note
Chapter 5: The Titans Create an Investment Policy Statement
Preparation and Use
The Titan Family Meeting
Summary
Notes
Chapter 6: Establishing the Titan Family’s Investment Objectives
Preparation and Use
The Titan Family’s Version of Their Investment Objectives
Summary
Notes
Chapter 7: The Titans Grapple with Asset Allocation
Preparation and Use
The Asset Allocation Meeting
Summary
Notes
Chapter 8: The Manager Search Meeting
Preparation and Use
The Manager Selection Meeting
Summary
Notes
Chapter 9: Reviewing the Performance of the Investment Accounts
Preparation and Use
The Performance Reporting Meeting
Summary
Notes
Chapter 10: Miscellaneous Investment-Related Discussions
Preparation and Use
Family Investment Education
Adding Value to the Titan Family Portfolio
Investment Committees
Socially Responsible Investing
Summary
Notes
Chapter 11: Miscellaneous Non-Investment Discussions
Preparation and Use
Hiring a Custodian
Family Limited Partnerships
Family Philanthropy
The Family Office
How Much to Leave the Kids
Inequality and Wealth

People also search for Family Capital Working with Wealthy Families to Manage Their Money Across Generations 1st:

family capital working with wealthy families
    
wealthy family businesses
    
wealthy family office
    
family wealthy family
    
family capita

Tags:

Gregory Curtis,Family Capital,Wealthy Families