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A critical resource for families managing significant wealth Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this book provides a compendium of knowledge from experts around the globe and across disciplines. Deep insight and thoughtful answers put an end to uncertainty, and help lay to rest the issues you have been wrestling with for years; by divulging central lessons and explaining practical actions you can take today, this book gives…mehr
A critical resource for families managing significant wealth
Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this book provides a compendium of knowledge from experts around the globe and across disciplines. Deep insight and thoughtful answers put an end to uncertainty, and help lay to rest the issues you have been wrestling with for years; by divulging central lessons and explaining practical actions you can take today, this book gives you the critical information you need to make more informed decisions about your financial legacy. Vital charts, graphics, questionnaires, worksheets and other tools help you get organised, develop a strategy and take real control of your family's wealth, while case studies show how other families have handled the very dilemmas you may be facing today.
Managing significant wealth is a complex affair, and navigating the financial world at that level involves making decisions that can have major ramifications - these are not decisions to make lightly. This book equips you to take positive action, be proactive and make the tough decisions to protect and grow your family's wealth.
Ensure your personal and financial success and legacy
Access insight and data from leading experts
Adopt the most useful tools and strategies for wealth management
Learn how other families have successfully navigated common dilemmas
When your family's wealth is at stake, knowledge is critical - and uncertainty can be dangerous. Drawn from interactions with hundreds ofwealthy individuals and families, Wealth of Wisdom provides a definitive resource of practical solutions from the world's best financial minds.
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Autorenporträt
TOM McCULLOUGH is Chairman and CEO of Northwood Family Office, a multi-family office which serves the comprehensive financial needs of families of significant net worth. Northwood was founded in 2003 and has quickly risen to prominence as an international leader in its field. Tom has spent over 30 years in the field of family wealth management and is also an adjunct professor of Private Wealth Management at the University of Toronto's Rotman School of Management, and co-author of Family Wealth Management (Wiley, 2013).
DR. KEITH WHITAKER is President of Wise Counsel Research, a think tank and consultancy focused on families with significant wealth. He served as Managing Director at Wells Fargo Family Wealth and currently serves on the board of directors of the National Association of Scholars. For many years, Keith has helped enterprising families develop their rising generation, organize their estates, and plan leadership transitions.
Inhaltsangabe
Foreword xiii Dirk Jungé
Acknowledgments xvii
Introduction xix
SECTION 1 THINKING THROUGH WHAT MATTERS MOST 1
Chapter 1 Are You Wealthy? 3 Patricia Angus
Chapter 2 What Are the Most Important Factors in Living Well? 9 Scotty McLennan
Chapter 3 What Are the Key Considerations in Crafting Your Legacy? 15 Thayer Willis
Chapter 4 What Does Passing on Values to the Next Generation Really Look Like? 23 Ellen Miley Perry
Chapter 5 How to Think Through Using Resources That Exceed My Personal Needs? 31 Paul Schervish
Chapter 6 Does Family History Matter? 39 Heidi Druckemiller
SECTION 2 PLANNING THOUGHTFULLY 45
Chapter 7 Is It Worth Having a Financial Plan? 47 Scott Hayman
Chapter 8 What Is the Right Balance Between Saving and Spending in Retirement? 55 Meir Statman
Chapter 9 How Do You Start a Family Conversation About Prenuptial Arrangements? 63 Charles Collier
Chapter 10 How Can You Preserve a Beloved Family Vacation Home or Estate? 67 Jamie Forbes
Chapter 11 How Can You Prepare for Longevity and Mental Incapacity Among Family Members? 75 Patricia Annino
Chapter 12 How Do You Prepare for a Good Goodbye? 81 Kathy Wiseman
SECTION 3 INVESTING WISELY 85
Chapter 13 How Can You Make Sure Your Portfolio Lines Up with Your Actual Goals? 87 Ashvin Chhabra
Chapter 14 What Return Should You Expect from Your Investments? 93 Christopher Brightman
Chapter 15 What Should Your Asset Allocation Be? 101 Jean Brunel
Chapter 16 Does Investing Have to Be Complicated? 107 Robert Maynard
Chapter 17 How Should You Understand and Deal with Investment Risk? 115 Howard Marks
Chapter 18 What Is the Most Useful Definition of Risk for Family Investors? 119 James Garland
Chapter 19 Is Active Management Still Worthwhile? - I 125 Charles Ellis
Chapter 20 Is Active Management Still Worthwhile? - II 133 Randolph Cohen
SECTION 4 RAISING THE RISING GENERATION 141
Chapter 21 How Do You Raise Responsible, Independent, and Productive Children (versus Entitled Trust Fund Babies)? 143 Jill Shipley
Chapter 22 How Can You Help Children Thrive in a World Focused on Success? 149 Suniya Luthar and Nina Kumar
Chapter 23 How Much Money Should You Leave Your Children, and When? 157 Peter Evans
Chapter 24 How Do You Start a Family Conversation About Financial Inheritance? 161 Charles Collier
Chapter 25 How Can You Avoid the Negative Impacts of Giving Money to Family Members? 165 Lee Hausner
Chapter 26 How Can Your Family Encourage Financial Literacy in Every Member? 169 Coventry Edwards-Pitt
Chapter 27 How Can Families Support Both Individuality and a Shared Dream? 173 Kelin Gersick
SECTION 5 MAKING SHARED DECISIONS 181
Chapter 28 What Are the Best Ways for a Family to Make Decisions Together? 183 Barbara Hauser
Chapter 29 How Can You Improve Family Communication? 187 Jennifer East
Chapter 30 What Are Practical Tools for Building Healthy Families? 193 Christian Stewart
Chapter 31 What Is the Point of Family Enterprise Governance? 203 Katherine Grady and Ivan Lansberg
Chapter 32 Should You Have a Family Meeting? 211 Mary Duke
Chapter 33 How Can You Best Manage Conflict in Your Family? 219 Blair Trippe
Chapter 34 Should You Stay Together as a Family or Go Your Separate Ways? 225 Doug Baumoel
SECTION 6 COMBINING FAMILY AND BUSINESS 233
Chapter 35 How Can You Engage Your Children in the Management of Your Family Wealth or Business? 235<
