Produkt
KlappentextA new, more comprehensive approach to long-term family wealth management
More Than Money provides a high-level, integrated approach to preserving both financial resources and family harmony, Research has shown a failure rate of 70 percent in long-term multigenerational wealth management, and contrary to popular assumption, only five percent of that failure is due to bad investment, poor tax planning, or inadequate performance by legal and financial advisors, The number-one reason family wealth management fails is the family itself; poor communication, lack of trust, divergent visions, and a failure to prepare succeeding generations will tear down the resources the family has worked so hard to build, Traditional wealth management cannot fix this, Instead, this book offers a fresh approach that integrates strategic and tactical wealth management to align the family's assets with the family members, With helpful tools and advice drawn from a real-world understanding of family complexities, you'll improve your ability to preserve your family's resources over multiple generations,
With an expert's perspective on the real forces behind successful family wealth management, this book provides a clear model and a practical roadmap for long-term financial preservation,
Develop a shared family vision and mission
Improve communication and trust among members
Merge strategic and tactical planning
Ensure the longevity of your family's wealth
The wealth management sphere tends to focus on taxes, investments, banking, and estate planning, but little thought is given to the people themselves-this overlooks the fact that individual family members are the most critical factor in multigenerational wealth management, and fails to provide solutions, More Than Money merges traditional strategies with family dynamics, communication, governance, and preparation to help your resources last for generations to come,
MICHAEL A, COLE is the CEO of Cresset Family Office, an unparalleled subsidiary of Cresset Capital, LLC, He and his team provide ultra-high-networth clients with a unique and highly refined suite of wealth management services combining traditional wealth management offerings, access to distinctive, high quality private investments and cutting-edge family office services, Prior to starting Cresset Family Office he was president and founder of Ascent Private Capital Management of U,S, Bank, which was awarded Best Multi-Family Office ($5 billion to $15 billion AUM / AUA) by Family Wealth Report under his tenure, This award is bestowed on the best overall firm in the category, Family Wealth Report also awarded Ascent for Outstanding Contribution to Wealth Management Thought Leadership,
More Than Money provides a high-level, integrated approach to preserving both financial resources and family harmony, Research has shown a failure rate of 70 percent in long-term multigenerational wealth management, and contrary to popular assumption, only five percent of that failure is due to bad investment, poor tax planning, or inadequate performance by legal and financial advisors, The number-one reason family wealth management fails is the family itself; poor communication, lack of trust, divergent visions, and a failure to prepare succeeding generations will tear down the resources the family has worked so hard to build, Traditional wealth management cannot fix this, Instead, this book offers a fresh approach that integrates strategic and tactical wealth management to align the family's assets with the family members, With helpful tools and advice drawn from a real-world understanding of family complexities, you'll improve your ability to preserve your family's resources over multiple generations,
With an expert's perspective on the real forces behind successful family wealth management, this book provides a clear model and a practical roadmap for long-term financial preservation,
Develop a shared family vision and mission
Improve communication and trust among members
Merge strategic and tactical planning
Ensure the longevity of your family's wealth
The wealth management sphere tends to focus on taxes, investments, banking, and estate planning, but little thought is given to the people themselves-this overlooks the fact that individual family members are the most critical factor in multigenerational wealth management, and fails to provide solutions, More Than Money merges traditional strategies with family dynamics, communication, governance, and preparation to help your resources last for generations to come,
MICHAEL A, COLE is the CEO of Cresset Family Office, an unparalleled subsidiary of Cresset Capital, LLC, He and his team provide ultra-high-networth clients with a unique and highly refined suite of wealth management services combining traditional wealth management offerings, access to distinctive, high quality private investments and cutting-edge family office services, Prior to starting Cresset Family Office he was president and founder of Ascent Private Capital Management of U,S, Bank, which was awarded Best Multi-Family Office ($5 billion to $15 billion AUM / AUA) by Family Wealth Report under his tenure, This award is bestowed on the best overall firm in the category, Family Wealth Report also awarded Ascent for Outstanding Contribution to Wealth Management Thought Leadership,
Details
Weitere ISBN/GTIN9781119264736
ProduktartE-Book
EinbandartE-Book
FormatPDF
Format Hinweis2 - DRM Adobe / Adobe Ebook Reader
FormatFormat mit automatischem Seitenumbruch (reflowable)
Verlag
Erscheinungsjahr2017
Erscheinungsdatum30.03.2017
Auflage1. Auflage
ReiheBloomberg
Seiten192 Seiten
SpracheEnglisch
Dateigrösse1109 Kbytes
Artikel-Nr.3308678
Rubriken
Genre9201