Family Wealth Management(Raffles Family Wealth and Legacy Series)

家庭财富管理:成功投资的七大要素

财政学

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895
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716.00
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作      者
出  版 社
出版时间
2023年07月27日
装      帧
精装
ISBN
9789811265891
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页      码
532 pp
语      种
英文
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图书简介
The successful management of family wealth has always been a challenge, even in the best of times. Requiring a careful balance of both family and financial considerations, the investment of family wealth for both lifetime and legacy purposes has become even more difficult in an increasingly complex world.Family Wealth Management addresses a family’s philosophy of wealth, the development and prioritization of goals, and the understanding, structuring and allocation financial assets. In addition, the authors provide clear insights on the specifics of investment management and engaging and educating the family and its members in wealth management.The seven imperatives, which make up the core of the book, serve as both a guide to the critical insights necessary for successful family wealth management, and also serve as a step-by-step process to help families develop and implement their own unique investment strategies, and achieve the full set of their family’s related objectives.Comprehensive, practical, and easy to apply, this work can serve as an important reference guide for family members and their wealth managers around the world for this immediate period — and for many years to come.Key Features: oIt is one of very few books that provides an integrated and family-centric approach to wealth management and investing. It connects the family and financial aspects of private wealth that most books do notoIt has a clear, step by step approach that will help every wealthy family improve the management of their wealthoIt has many practical examplesoIt answers many of the issues that have frustrated many family leaders about the effective management of private wealthoIt has thoughtful perspectives in more than a dozen guest essays written by well-respected private wealth experts and leaders of wealthy families from around the worldoIt puts the issues of private wealth into non-technical language readers will be able to understandoIt is timely, given the challenges wealthy families are facing in the current economic and financial environment. Yet it is also timeless because the seven imperatives are core principles that will apply in any eraoThe authors are recognized authorities in family wealth management and each have over 30 years of experience in private wealth, as advisors and within their own families. Mark has authored a number of books on the subject, is chairman of two of the world’s largest family trusts, and heads Raffles Family Wealth Trust, a global family wealth advisor. Tom is CEO of a Northwood Family Office where he has hands-on experience managing private family wealth. He is also a professor of private wealth at the Rotman School of Management at the University of Toronto, a major global university. Tom’s firm, Northwood Family Office, is a founding member of the Wigmore Association, an innovative collaboration of seven leading independent family offices from around the world (US, Canada, Brazil, Germany, UK, Australia) that designed to share investment manager research, global investment perspectives and best practices for serving wealthy families
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